Banner Finance Training Information
Self-Service Queries:
- Accessing Self-Service Budget Queries.
- A primer on Fund and Org Codes.
- How to run the Self-Service Budget Status by Account Query.
- How to Interpret the query results.
- How to Drill down into more details.
- How to Obtain subtotals by budget area.
- How to Download query results into Excel.
- How to View open encumbrances.
- How to View a Requisition, Purchase Order, Invoice, or Check.
Approvals:
- Accessing the Approvals Menu.
- How to see documents for which you are the next approver. Then click here
- How to see all documents you may approve. Then click here
- How to view a Requisition.
- How to view a document's approval history.
- How to Approve or Disapprove a Requisition.