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.


  • 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.

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