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Banner Finance Training Information

Report View

You will now see the report view, showing the columns of data you selected for the Fund/Org you entered. Keep these guidelines in mind when viewing the report:

  1. The Account column on the left shows the categories of expense for your account.
    The Year to Date column shows expenses posted to your account. Budget Report View
  2. There are three subtotal lines at the bottom of the screen.
    Budget Report View
  3. You can download the data to Excel using the buttons at the bottom of the screen.
    Budget Report View

Business Units & Resources

  • Financial Statements & A133 Audit
  • Banner
  • Eprint
  • Business Objects Enterprise (BOE)
  • Finance Self Service
  • Student Organizations Portal

Training Menu

  • Self-Service Queries
  • Self-Service Budget Queries
  • Fund & Org Codes
  • Budget Status by Account Query
  • Interpret the query results
  • Drill down into more details
  • Obtain subtotals by budget area
  • Download query results into Excel
  • View open encumbrances
  • View a Requisition, Purchase Order, Invoice or Check
  • Approvals
  • Approvals Menu
  • Documents for which you are the next approver/ you may approve
  • Approve Documents List
  • View a Requisition
  • View a document's approval history
  • Approve or Disapprove a Requisition
  • Banner Documentation
  • Chart of Accounts Training Workbook
  • Chart of Accounts Supplement Training Workbook
  • System Overview Training Workbook
  • Banner Finance - User Guide
  • Banner Finance - Release Guide
  • Banner Finance Self Service - Release Guide

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Ypsilanti, MI, USA 48197
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