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Introduction to Introduction to Banner/Budget & Banner/Budget &
FinanceFinance
Brian deZeeuwBrian [email protected]
786-4686786-4686
BannerBanner• Banner is the database used by the University of Alaska
for its Student, Human Resources, and Financial operations.
• Banner is used by over 800 institutions world-wide
• UA has been on the Banner system (currently version 8.0) since December, 1996.
• The entire statewide university system uses the same database.
BannerBanner
BANNERStudent
(SI)• Student Records• Grades• Registration• Degree Audit• Scheduling• Faculty Load• Recruitment• Admissions• Financial Aid• Housing• Catalogs
BANNERFinance(BFIN)
•General AccountingProcurementAccounts PayableAccounts ReceivableCost AccountingBudgetFixed AssetsGrants & ContractsProposals
BANNERHuman Resources
(HR)•Position Control/TrackingApplicant TrackingEmployment and CompensationBenefits and DeductionsPayrollLabor RelationsHealth & SafetyEmployee Information
Accessing Banner (and Accessing Banner (and University resources) off-University resources) off-
campuscampus Access the VPN client from IT’s Access the VPN client from IT’s
websitewebsitehttp://www.uaa.alaska.edu/informationtechnologyservices
Banner website: Banner website: http://banner.alaska.edu Banner training website: Banner training website:
http://bantrnx.alaska.edu
Banner classes availableBanner classes available Finance/HRFinance/HR
Basic Financial QueriesBasic Financial Queries Banner HR QueriesBanner HR Queries Purchasing through Purchasing through
Banner (two parts)Banner (two parts) Qmenu/Vista PlusQmenu/Vista Plus ToadToad
Schedules at:Schedules at:
http://http://www.uaa.alaska.edu/www.uaa.alaska.edu/
finsysfinsys
StudentStudent Basic Student Basic Student
informationinformation Admissions and Admissions and
transfer credit transfer credit queriesqueries
Catalog, schedule, Catalog, schedule, and room queriesand room queries
Population selectionPopulation selection Using an FTP Using an FTP
program with Bannerprogram with Banner
Full list at:Full list at:
http://uaa.alaska.edu/http://uaa.alaska.edu/bannersibannersi
Other training available by contacting the Budget, HR or Enrollment Serv. Depts.
Online Banner Finance Online Banner Finance ClassesClasses
Online Banner Finance Online Banner Finance ClassesClasses
• UA Accounting Structure• FGIBAVL (Budget Availability)• FGIENCD (Detail Encumbrance Activity)• FOIDOCH (Document History)• FGIDOCR (Journal Voucher Inquiry)• FGIBDSR (Executive Summary)• FGITBAL (General Ledger Trail Balance)• FRIGITD (Grant Inception-To-Date)• FGIBDST ( Org Budget Status)• FGIOENC (Org General Encumbrance List)• FGAENCB (Travel)• FPA2PUR (Call Number Processing)• FPARCVD (Receiving)• FPAREQN (Requisitions)• FOM2PRF (User Profile Edit)• How to identify incomplete documents
UA’s BudgetUA’s Budget BannerBanner
The Database UA uses to store and The Database UA uses to store and retrieve finance, student and HR data.retrieve finance, student and HR data.
Qmenu/Vista Plus Qmenu/Vista Plus (websites)(websites)
Soft LedgersSoft Ledgers Spreadsheets or databases as a check Spreadsheets or databases as a check
and balance against Banner data.and balance against Banner data. Management reportsManagement reports
Reports turned in monthly to the budget Reports turned in monthly to the budget office.office. http://www.uaa.alaska.edu/budfin/budgethttp://www.uaa.alaska.edu/budfin/budget
Tools to help you balance your budget
Journal VouchersJournal VouchersJournal Voucher: An internal-only (UA) document used to transfer funds from one fund/org/account to another. Also used to correct errors.
Journal VouchersJournal Vouchers• JVs MUST have printed backup (preferably a
screen-print of the fund/org/acct from Banner)
• Debits and Credits must equal each other• Dollar amount at the top is the TOTAL of
debits and credits; for instance, if you have a credit of $200 and a matching debit of $200, the total at the top is $400.
• Include the document number in the description.
• JVs are intercampus-ed to the Budget office at UC108 where they are entered.
• JVs are NOT used for personnel costs (Account code 1xxx). Labor Redistributions are used there.
Banner
(PROD)
User Input
RPTP
Vista Plus
Pop Selects
(Student)
Qmenu/ Qadhoc
TOAD
Nig
htly
Nig
htly
Copy
Copy
Websites that contain Banner Websites that contain Banner informationinformation
http://www.alaska.edu/controller
Finance/Grant Reports
Qmenu/Qadhoc: A web-based report tool with ready-made Qmenu/Qadhoc: A web-based report tool with ready-made reportsreports
http://qmenu.alaska.eduhttp://qmenu.alaska.edu
Websites that contain Banner Websites that contain Banner informationinformation
Websites that contain Banner Websites that contain Banner informationinformationQmenu/Qadhoc: A web-based report tool with ready-made Qmenu/Qadhoc: A web-based report tool with ready-made
reportsreports
http://qmenu.alaska.eduhttp://qmenu.alaska.eduFinance/Grant Reports
QmenuQmenuStudent Reports
Websites that contain Banner Websites that contain Banner informationinformation
QmenuQmenuHuman Resource Reports
Websites that contain Banner Websites that contain Banner informationinformation
Vista Plus: A web-based report tool with Finance and HR Vista Plus: A web-based report tool with Finance and HR reports. http://reports.alaska.edu reports. http://reports.alaska.edu
Other tools to help you balance your budget/mine information from Banner
TOAD: An SQL based report generator that allows you to write your ownTOAD: An SQL based report generator that allows you to write your own reports based on data in Banner.reports based on data in Banner.
Other tools to help you balance your budget/mine information from Banner
UAA Administrative UAA Administrative Services ManualServices Manual
http://www.uaa.alaska.edu/policy
WolfcardWolfcard
Copy/Departmental CardsCopy/Departmental Cards Located at the University Center.Located at the University Center. Application form is at: Application form is at:
http://www.uaa.alaska.edu/wolfcardhttp://www.uaa.alaska.edu/wolfcard Card printingCard printing
University Center (Wolfcard Office)University Center (Wolfcard Office) Consortium Library (Behind ref. desk)Consortium Library (Behind ref. desk)
Door LocksDoor Locks
Student/staff/faculty ID, debit card
UA Concurrent-Use UA Concurrent-Use SoftwareSoftware
http://www.alaska.edu/keyshttp://www.alaska.edu/keys Adobe Acrobat ProfessionalAdobe Acrobat Professional Adobe PhotoshopAdobe Photoshop DreamweaverDreamweaver Adobe IllustratorAdobe Illustrator Adobe InDesignAdobe InDesign Adobe PremiereAdobe Premiere
