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Budget Transfer Training

January 29, 2025 @ 2:00 pm - 4:00 pm
Free

This training covers performing budget transfers via UNC Genie (Banner  9 Self-Service) for state and budgeted trust funds. As well as the newest features available for Banner 9. 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 (The Basics)

 

If you do not already have access, please submit a Banner Finance Account Request  form must be filled out and send to “Wendy Brown” <WCBLUM@uncg.edu> in order to view any budget information within production.
All Banner Finance training documentation can be found Banner Users-Focus Group – Finance, Admin and HR access can be request via  Banner Users Groups Sharepoint Request.
Additional resources can be found on Finance User Network Website.

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