Access to Funds and Organizations
To gain access to the appropriate financial data, complete the Banner Finance Access Request Form and submit it to the Controller’s Office (030 Marquis Hall).
Approving Financial Documents
The ability to approve Purchase Requisitions, Budget Transfers, and Purchase Order is available in Banner Self-Service. Persons who are next in line to approve a particular document will receive an automated email (at 11:00 AM) letting them know there is at least one document awaiting their review and encouraging them to log into Banner Self-Service to review and act upon the document(s).
To change approvers for a specific Fund or Organization, please contact email@example.com.
Requests to transfer budget dollars should be submitted electronically using Banner Self-Service. Any employee with the appropriate Banner permissions can submit a Budget Transfer request in Banner. The request then electronically travels through an approval process prior to it reaching the Controller’s Office. The person submitting the request can track its status in the process in Banner.
Navigating Banner Finance Self-service
To help you understand how to find and interpret the data in Banner Finance, refer to the Banner Online Budget User Guide.
- List of the more common Account Codes
- List of the more common Commodity Codes
- List of the Shipping Codes
Index codes are a shortcut system used to automatically default the appropriate Fund and Program Code associated with the operating expenses of a particular Organization (“Org” or “Orgn”). The use of index codes reduces data entry time and errors.
Certain index codes have been created for each Org. If you use your 5-digit Org code in the index code field on any Banner or other form (e.g., a Budget Query, a Requisition, a Budget Transfer form, etc.), when you “validate” or “complete” the form, it should automatically populate the Fund, Orgn, and Program code fields. You will simply then need to fill in the Account Code applicable to the transaction you are performing.
If you have a specific question about reading budget data in Banner Self-Service or would like to request a special training session for a small group, please contact Judy Reed (610-330-5143, firstname.lastname@example.org).