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

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

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)

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 […]