Administrative Services presentation (ppt file)

advertisement

Introduction to

Banner/Budget &

Finance

Brian deZeeuw brian@uaa.alaska.edu

786-4686

Banner

• Banner is the database used by the University of Alaska for its Student,

Human Resources, and Financial operations.

• Banner is used by over 800 institutions world-wide

• UA has been on the Banner system (currently version 8.0) since December,

1996.

• The entire statewide university system uses the same database.

BANNER

Student

(SI)

• Student Records

• Grades

• Registration

• Degree Audit

• Scheduling

• Faculty Load

• Recruitment

• Admissions

• Financial Aid

• Housing

• Catalogs

Banner

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

Access the VPN client from IT’s website http://www.uaa.alaska.edu/informationtechnologyservices

Banner website: http://banner.alaska.edu

Banner training website: http://bantrnx.alaska.edu

Banner classes available

Finance/HR

Basic Financial Queries

Banner HR Queries

Purchasing through Banner

(two parts)

Qmenu/Vista Plus

Toad

Schedules at:

 http://www.uaa.alaska.edu/finsys

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

Other training available by contacting the Budget, HR or Enrollment Serv. Depts.

Online Banner Finance Classes

Online Banner Finance Classes

• 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

Tools to help you balance your budget

Banner

The Database UA uses to store and retrieve finance, student and HR data.

Qmenu/Vista Plus

(websites)

Soft Ledgers

Spreadsheets or databases as a check and balance against Banner data.

Management reports

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

User Input

RPTP

Banner

(PROD)

Vista Plus

Qmenu/

Qadhoc

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

Copy/Departmental Cards

Located at the University Center.

Application form is at: http://www.uaa.alaska.edu/wolfcard

Card printing

University Center (Wolfcard Office)

Consortium Library (Behind ref. desk)

Door Locks

UA Concurrent-Use Software

 http://www.alaska.edu/keys

Adobe Acrobat Professional

Adobe Photoshop

Dreamweaver

Adobe Illustrator

Adobe InDesign

Adobe Premiere

Brian deZeeuw

Brian@uaa.alaska.edu

786-4686

Download