Finance Overview and Budget Query (The Basics)

This training covers basic Banner Finance navigation via UNC Genie (Banner Self-Service), Chart of Accounts, FOAPAL Elements, Fund Types, Account Types, Spending Guidelines, Spending Cycle, Budgeting Methods (Cash Pool, Single Pool, Line-Item Budget Pool), Financial Services Resources, E-Print (Reporting Repository), Transaction Detail Report (WebFOCUS), etc.  This is the FIRST Banner Finance session you should attend (except for PI’s).  It covers reading your budget and helpful suggestions on budget management.

Prerequisites: None