This training covers basic Banner Finance navigation via UNC Genie (Banner Self-Service), Chart of Accounts, Fund Types, Account Types, spending guidelines, financial services resources and etc. This is the FIRST Banner Finance session you should attend (except for PI’s). It covers reading your budget and helpful hints on budget management.
Prerequisites: None
Frequency: Monthly
This training covers the Banner Finance navigation via Banner 9(Banner INB), rule codes, budget vs. actual, Adjusted Budget, Year To Date, Available Balance, encumbrances and etc. It covers reading your budget and helpful hints on budget management. The session reviews transactions within the system and transaction types.
Prerequisites: Finance Overview and Budget Query (Level 1)
Frequency: Monthly
This workshop is an open discussion for campus users to freely ask quesitions and work on concerns centered around financial questions. The topic will be based on frequently asked quesitions from campus users.
Prerequisites: Finance Overview and Budget Query (Level 1)
Frequency: Monthly
This training covers performing budget transfers via UNC Genie (Banner Self-Service) for state and budgeted trust funds. The training session reviews what fund types are available for departmental budget transfers and guidelines. It also covers the different types of rule codes and when they should be used.
Prerequisites: Finance Overview and Budget Query (Level 1)
Frequency: Monthly
Budget flexibility transfers are only applicable to state funds. Your Vice Chancellor or Provost must approve these transfers upon recommendation of the Dean or equivalent (for Academic Affairs Division) or Department Head (other divisions). This training reviews the guidelines when performing budget flexes. A budget flex is defined as a budget transfer that is moving budget between personnel account lines and other than personnel account lines within a state fund. All budget flexes are performed via UNC Genie (Banner Self-Service). The training session reviews when it is appropriate to perform these transfers and the approval process. It also covers the different types of rule codes and when they should be used.
Prerequisites: Finance Overview and Budget Query (Level 1)
Frequency: Upon Request
Accounts Payable & Travel
This session is for training on how to submit vendor related payments in AP’s new electronic payment system. Jaggaer Invoicing is for non-PO invoice payments to vendors (Banfin-32, BanHON, BanCPS, Dual Employment, Chartwells, UNCG Bookstore, etc). Prerequisites: None
Frequency: Monthly
The AP portion of the workshop will give you the dos and don’ts for paying vendors, setting up new vendors, and interdepartmental. The Fixed Assets portion of the workshop will provide you with basic information about requisitioning and purchasing fixed assets, the tagging and inventory processes, along with required forms and other interesting tidbits. Pre-Requisites (Recommended): Banner Finance Overview, Query, and Budget Transfers
Introduction and/or review of basic University travel policies and procedures for Travel and Employee Reimbursements. This training includes instructions to properly complete the TRV-1 Form, Travel Authorization/Expense Report, and completing Banfin-32.
Frequency: Monthly
Contract & Grant
This session will cover Contract and Grant specific Banner Finance Content. If you are a Principal Investigator, this is the only session you will need. This workshop will introduce you to the new Banner grant forms containing the details of the Contract and Grant awards in your organization. You will learn to query and view the awards to find the project and budget dates, indirect cost rates, agency information, etc. You will also learn to view the grant expenses and budget availability in both Banner INB and the UNCG Budget Query available in UNC-Genie (Self-service).
Note that you must have a Banner account and Banner Finance Access to take this class.
Access to Banner Finance requires the following:
Access to Banner Finance requires a Banner user ID which is authorized for the specific data and functions for your need.
This training is for UNCG employees who will be purchasing items for their department via requisitions/POs and PCard. The basics of how to use the Jaggaer e-procurement platform are covered as well as purchasing tips and tricks. Attendees are invited to bring real-life questions and purchasing examples to discuss in class. For the best experience virtually, 2 monitors are recommended.
Frequency: Monthly
This is training for the Reconciler on processes in the Bank of America Works system for PCard related transactions. If you would like to be added to this training, please email pcard@uncg.edu.