Banner 9
Banner Finance Contract & Grant Accounting
Bryan 209This 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 […]
Finance Overview and Budget Query (The Basics)
Microsoft TeamsThis 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
Budget Office Workshop Training
Microsoft TeamsThis workshop is an open discussion for campus users to freely ask questions and work on concerns centered around financial questions. The topic will be based on frequently asked questions from campus users. Prerequisites: Finance Overview and Budget Query (Level 1) Topic: TBD
Banner 9 Budget Transfer Training
Virtual - Teams NC, United StatesThis 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 […]
Advance Finance Overview and Budget Query (Optional)
Microsoft TeamsThis 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)
Banner Finance Contract & Grant Accounting
Bryan 209This 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 […]
Budget Office Workshop Training
Bryan 209This workshop is an open discussion for campus users to freely ask questions and work on concerns centered around financial questions. The topic will be based on frequently asked questions from campus users. Prerequisites: Finance Overview and Budget Query (Level 1) Topic: TBD