BANNER TRAINING FOR
DEPARTMENT HEADS
SELF SERVICE AND
BANNER ADMIN
Objectives
 Quick overview of system
 Navigation basics
 Look up balances and transactions
 Reporting options
Banner Systems
 Over 800 institutions migrated to Banner in
the past two years
 Integrated database system
 Finance, HR, Student, Financial Aid and
many auxiliary applications
 Accessed through Luminus – web portal
Chart of Accounts
 Chick’s chart
Banner Finance
 2 Versions available through AU Access
(Luminus Portal)
 Banner Self-Service (SSB)
 Use for transaction approval, budget queries for
accounts other than grant accounts, quick
download of financial information into Excel
 Banner Admin
 Must use to obtain project-to-date balances on
grant accounts and general ledger balances and
transactions
 Special navigation, very robust
TABS
Menu Tabs
The Budget Query link allows a user to review
budget information for transactions entered
through Banner Finance. A user may build or
retrieve three different types of queries:
 Budget Query by Account (FOAP)
 Budget Query by Organizational Hierarchy
 Budget Quick Query
Budget Status by Account
 Account by detail
 Transaction detail
 Document detail – invoice or purchase
order
Budget Status by Organizational
Hierarchy
 The Budget status by Organizational
Hierarchy options allows you to review
budget information for organizations.
 May be more useful for extracting
departmental information as opposed to
individual awards.
Budget Quick Query
 The Budget Quick Query allows you to view
budget information by account for the Fiscal
Period and Year-to-Date. The parameters
available for this query are Adjusted Budget,
Year-to-Date, Commitments, and Available
Balance. This report will not allow you to drill
down for more detail.
 Similar to screen 19 in FRS.
BANNER ADMIN
 Understanding of navigation is critical
 At the minimum know:
 Next Block – returns next section of
information on the banner screen (form)
 Rollback – resets the form for additional query
 Query – must start and execute query
Banner Admin Forms
 7 letters with first 3 identifying type
F G I
 Finance, General ledger, Inquiry
 FGIBDST – budget/expense/revenue
summary (Equivalent of Screen 19 in FRS)
 FGITRND – detailed transactions (Screen 23
in FRS)
 FGITBAL – asset/liability/fund balance
summary (Screen 18 in FRS)
Reporting/Download Options
 Download forms - balances and transactions
into Excel
 Detailed instructions in manual
 Gives year-to-date transactions and balances
 Download reports to Word
 Detailed instructions in manual
 Can select date parameters to mirror monthly reports
 E-Print
 Available from AU Access/Finance
 Future method of delivery of monthly reports
 Following month end close, reports will be posted
Grant Module
 Project accounts – contracts, grants, costshares, construction accounts all must be
established in the grant module
 Additional data for accounts – principal
investigator, indirect cost rate, etc.