Finance
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- Finance
Calendar of Events
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Post Award Grant Administration – Level II
Post Award Grant Administration – Level II
This training is designed to be a more in-depth discussion of grants management topics, specifically around cost compliance and budget management. This is for grants managers who need the opportunity to discuss and discover best practices to manage budget and maintain compliance. In this training, we will discuss best practices of each of the following […]
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Post Award Administration – Roundtable Discussion
Post Award Administration – Roundtable Discussion
One-hour discussion on understanding proposed effort in budget and budget justification. How to capture information during the award in order to process personnel actions. What information should be included on personnel actions and why. Reporting on actual effort post award.
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Post Award Grant Management – Contracts vs Grants
Post Award Grant Management – Contracts vs Grants
This training is designed to concentrate on the differences surrounding contract management vs grant management. In this course, you will learn the fundamental differences: Terms & Conditions Cost Reimbursement vs Fixed Fee Agreements Budget Management Best Practices for contract management (deliverables) Closeout
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Banner Finance Contract & Grant Accounting
Banner Finance Contract & Grant Accounting
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 […]
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Budget Office Workshop Training
Budget Office Workshop Training
This 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
Finance Overview and Budget Query (Level 1)
Finance Overview and Budget Query (Level 1)
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
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Finance Overview and Budget Query (Level 2)
Finance Overview and Budget Query (Level 2)
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)
Banner 9 Budget Transfer Training
Banner 9 Budget Transfer Training
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 […]
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For technical assistance, please submit a 6‑TECH ticket, call 6‑TECH at (336) 256‑TECH (8324), or email 6‑TECH@uncg.edu.
For disability accommodations, please contact the event organizer at the phone number and/or email address provided.