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 Online Services/Account Requests page for step-by-step instructions and review our How-To Video HERE. For a complete list of all Banner Accesses available, visit the Banner XE page.
All Banner-related questions should be directed to the Banner Hotline at bannerhotline@odu.edu.
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Training Handouts & Materials
- It is recommended that you read and review the training materials located under the Banner Basics link prior to taking this class!
- Download your training materials if you would like to follow along and make notes on the materials. No materials are provided in class.
- You may want to number your handouts (i.e., Handout #1 would be Banner Internal Financial Reporting: Form Guide)
- Banner Internal Financial Reporting: Form Guide
- FGIBAVL: Checking Available Balance & How-to Video HERE
- FGIBDST: Checking My Budget & How-to Video HERE
- Identifying AP & Encumbrance Transaction Codes
- Identifying AR, Budget, General Accounting, & Payroll Transaction Codes
- FAIINVE: Reviewing Invoice Information & How-to Video HERE
- FOIDOCH: Researching an Invoice Using the Banner Invoice Number & How-to Video HERE
- FGIDOCR: Viewing Transaction Date, Description, & Amounts for All Processed Transactions & How-to Video HERE
- FAIVNDH: Researching an Invoice Using Vendor History & How-to Video HERE
- FTIIDEN: Finding a Vendor Number & How-to Video HERE
- FBIBUDG: Checking Your Base Budget? & How-to Video HERE
- BDM: Viewing Invoices via Banner Document Management
- FGIOPAL: Reviewing & Exporting Budget Detail Information
- Identifying Crosswalk Document Prefixes in Banner
- Current Training Offerings