Internet Native
Banner (INB)
Topics
• Navigation
• Budget Status
– Operating Ledger (Budget/Actual)
– General Ledger (Cash Balances)
– Grant Ledger
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Document History/Retrieval
Encumbrance/PO Balances
Vendor/Check History
Downloading Data to Excel
Submitting Reports Online through INB
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www.tnstate.edu/banner
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Banner Logon
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INB Finance Menu
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Finance Menu
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Banner Navigation
• Mouse vs. keystroke
• Multiple part forms
• Banner Navigation Reference
Next Block
Ctrl + Page Down
Previous Block
Ctrl + Page Up
Rollback/Clear Form
Shift + F7
Enter Query Mode
F7
Execute Query
F8
Cancel Query
Ctrl + Q
Print
Shift + F8
Exit
Ctrl + X
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Budget Status
• Operating Ledger
– FGIBDSR: Executive Summary
• High Level Organizational View of
Budget Status
• Dynamic, Real-time Balances
• Shows Budget versus YTD Actual versus
Encumbrances with an Available
Balances for Revenues and Expenses
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FGIBDSR
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Budget Status
• Operating Ledger
– FGIBDST: Organization Budget Status
• Dynamic, Real-time Balances
• Specific Fund Detail
• Shows
Budget/Actual/Encumbrances/Available
Balances for Revenues and Expenses
• Refine search by using queries
• Drill-down capabilities to document level
• Download to excel capabilities
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FGIBDST
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Budget Status
• General Ledger
– FGITBSR: Trial Balance Summary
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Search by Fund Code or high level Fund Type.
Shows current cash balance
Most useful for Foundation or Agency Funds
Capability to drill down by Account Code through
the Options Menu
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FGITBSR
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Budget Status
• General Ledger
– FGITBAL: General Ledger Trial Balance
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Search by specific fund code only
Shows current cash balance
Shows fund is in balance
Most useful for Foundation and Agency
Funds
• Capability to drill down by Account Code
through the Options Menu
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FGITBAL
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Banner Forms
• Grant Ledger
– FRIGITD: Grant Inception to Date
• Uses Grant Code
• Shows revenues/expenses from
beginning of project
• Can restrict to specific periods
• Can drill down by Account code
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FRIGITD
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Document History/Retrieval
• Document Query
– FOIDOCH: Document History
• Follows document from requisition to
check
• Allows searches on Requisition, PO,
Invoice, or Check Number
• Drill down capabilities by document from
Options Menu
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FOIDOCH
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Document History/Retrieval
• Document Query
– FGIDOCR: Document Retrieval Inquiry
• Detail transactions associated with a
document
• Allows search capabilities on FOAPAL or
amount
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FGIDOCR
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Document History/Retrieval
• Document Query
– FGIENCD: Detail Encumbrance Activity
• Shows outstanding balance on
Encumbrance/PO
• Shows FOAPAL being charged on
Encumbrance/PO
• Shows invoices paid against
Encumbrance/PO
• Shows change orders against an
Encumbrance/PO
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FGIENCD
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Vendor/Check History
• FAIVNDH: Vendor History
– Allows vendor lookup of Banner ‘T’
number
– Displays vendor history by fiscal year
– Provides capability to view detail
check history
– Can see if an invoice has been paid
and obtain the check number
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FAIVNDH
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Extracting Data to Excel
• Banner provides the capability to
download certain data to excel
• This is helpful when desiring a
special sort or to provide special
reports for budget heads.
• Most common forms to extract from
are FGIBDST and FGITBAL.
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Extracting Data to Excel
• Select Options/Query Transaction by
Source to view the details.
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Extracting Data to Excel
• Select Help/Extract Data No Key
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Extracting Data to Excel
• Data is displayed in an excel workbook.
• Reformat all cells and add titles as
needed.
• Data can now be sorted/saved/printed,
etc.
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