Transcript Administrative Services presentation (ppt file)

Introduction to
Banner/Budget &
Finance
Brian deZeeuw
[email protected]
786-4686
Banner
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Banner is the database used by the University of Alaska for its Student,
Human Resources, and Financial operations.
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Banner is used by over 800 institutions world-wide
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UA has been on the Banner system (currently version 8.0) since December,
1996.
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The entire statewide university system uses the same database.
Banner
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BANNER
Student
(SI)
Student Records
Grades
Registration
Degree Audit
Scheduling
Faculty Load
Recruitment
Admissions
Financial Aid
Housing
Catalogs
BANNER
Finance
(BFIN)
•General Accounting
Procurement
Accounts Payable
Accounts Receivable
Cost Accounting
Budget
Fixed Assets
Grants & Contracts
Proposals
BANNER
Human Resources
(HR)
•Position Control/Tracking
Applicant Tracking
Employment and
Compensation
Benefits and Deductions
Payroll
Labor Relations
Health & Safety
Employee Information
Accessing Banner (and University
resources) off-campus
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Access the VPN client from IT’s website
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http://www.uaa.alaska.edu/informationtechnologyservices
Banner website: http://banner.alaska.edu
Banner training website: http://bantrnx.alaska.edu
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Banner classes available
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Finance/HR
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Basic Financial Queries
 Banner HR Queries
 Purchasing through Banner
(two parts)
 Qmenu/Vista Plus
 Toad
Schedules at:
http://www.uaa.alaska.edu/finsys
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Student
Basic Student information
 Admissions and transfer
credit queries
 Catalog, schedule, and room
queries
 Population selection
 Using an FTP program with
Banner
Full list at:
http://uaa.alaska.edu/bannersi
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Other training available by contacting the Budget, HR or Enrollment Serv. Depts.
Online Banner Finance Classes
Online Banner Finance Classes
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UA Accounting Structure
FGIBAVL (Budget Availability)
FGIENCD (Detail Encumbrance Activity)
FOIDOCH (Document History)
FGIDOCR (Journal Voucher Inquiry)
FGIBDSR (Executive Summary)
FGITBAL (General Ledger Trail Balance)
FRIGITD (Grant Inception-To-Date)
FGIBDST ( Org Budget Status)
FGIOENC (Org General Encumbrance List)
FGAENCB (Travel)
FPA2PUR (Call Number Processing)
FPARCVD (Receiving)
FPAREQN (Requisitions)
FOM2PRF (User Profile Edit)
How to identify incomplete documents
UA’s Budget
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Banner
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The Database UA uses to store and retrieve finance,
student and HR data.
Qmenu/Vista Plus (websites)
Soft Ledgers
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Tools to help you balance your budget
Spreadsheets or databases as a check and balance
against Banner data.
Management reports
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Reports turned in monthly to the budget office.
http://www.uaa.alaska.edu/budfin/budget
Journal Vouchers
Journal Voucher: An internal-only (UA) document used to transfer funds
from one fund/org/account to another. Also used to correct errors.
Journal Vouchers
• JVs MUST have printed backup (preferably a screen-print
of the fund/org/acct from Banner)
• Debits and Credits must equal each other
• Dollar amount at the top is the TOTAL of debits and
credits; for instance, if you have a credit of $200 and a
matching debit of $200, the total at the top is $400.
• Include the document number in the description.
• JVs are intercampus-ed to the Budget office at UC108
where they are entered.
• JVs are NOT used for personnel costs (Account code
1xxx). Labor Redistributions are used there.
TOAD
Vista Plus
RPTP
User Input
Qmenu/
Qadhoc
Banner
(PROD)
Pop Selects
(Student)
Websites that contain Banner information
http://www.alaska.edu/controller
Websites that contain Banner information
Qmenu/Qadhoc: A web-based report tool with ready-made reports
http://qmenu.alaska.edu
Finance/Grant Reports
Websites that contain Banner information
Qmenu/Qadhoc: A web-based report tool with ready-made reports
http://qmenu.alaska.edu
Finance/Grant Reports
Websites that contain Banner information
Qmenu
Student Reports
Websites that contain Banner information
Qmenu
Human Resource Reports
Other tools to help you balance your budget/mine
information from Banner
Vista Plus: A web-based report tool with Finance and HR reports.
http://reports.alaska.edu
Other tools to help you balance your budget/mine
information from Banner
TOAD: An SQL based report generator that allows you to write your own
reports based on data in Banner.
UAA Administrative Services Manual
http://www.uaa.alaska.edu/policy
Wolfcard
Student/staff/faculty ID, debit card
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Copy/Departmental Cards
Located at the University Center.
 Application form is at:
http://www.uaa.alaska.edu/wolfcard
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Card printing
University Center (Wolfcard Office)
 Consortium Library (Behind ref. desk)
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Door Locks
UA Concurrent-Use Software
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http://www.alaska.edu/keys
Adobe Acrobat Professional
Adobe Photoshop
Dreamweaver
Adobe Illustrator
Adobe InDesign
Adobe Premiere
Brian deZeeuw
[email protected]
786-4686