Banner Finance & Budget

This video introduces new users to the Banner Finance Module. During this video training session, participants will learn how to access and interpret budget information in Banner; learn the forms that allow departments to do internal financial reporting; check available balances (and understand why discrepancies can occur); identify Banner transaction codes; research invoices; determine if a vendor is in ODU's vendor table; check base budget information; and learn about tools associated with monitoring your budgets. Training handouts accompanying the video may be found in the tabs below.

Audience: Individuals responsible for monitoring departmental budgets.

Prerequisite: Banner Basics review

REMINDER: Banner Trainings are NOT required to obtain access to the system. To request a Banner Account, visit the Midas Request Process page for step-by-step instructions and review our How-To Video HERE. For a complete list of all Banner Accesses available, visit the ITS Access page.

All Banner-related questions should be directed to the Banner Hotline at bannerhotline@odu.edu.

We encourage your feedback on our Training Program!

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TUTORIAL

Download All Training Materials

1. Banner Internal Financial Reporting: Form Guide
   
2. FGIBAVL: Checking Available Balance & How-to Video HERE
3. FGIBDST: Checking My Budget & How-to Video HERE
   
4. Identifying AP & Encumbrance Transaction Codes
   
5. Identifying AR, Budget, General Accounting, & Payroll Transaction Codes
   
6. FAIINVE: Reviewing Invoice Information & How-to Video HERE
   
7. FOIDOCH: Researching an Invoice Using the Banner Invoice Number & How-to Video HERE
   
8. FGIDOCR: Viewing Transaction Date, Description, & Amounts for All Processed Transactions & How-to Video HERE
   
9. FAIVNDH: Researching an Invoice Using Vendor History & How-to Video HERE
   
10. FTIIDEN: Finding a Vendor Number & How-to Video HERE
    
11. FBIBUDG: Checking Your Base Budget? & How-to Video HERE
    
12. BDM: Viewing Invoices via Banner Document Management
    
13. NEW! FGIOPAL: Reviewing & Exporting Budget Detail Information
14. NEW! Identifying Crosswalk Document Prefixes in Banner or find the tab below for quick reference.

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