Finance Overview and Budget Query (The Basics)

Microsoft Teams

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

Budget Office Workshop Training

Microsoft Teams

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

Advance Finance Overview and Budget Query (Optional)

Microsoft Teams

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)

For technical assistance, please submit a 6‑TECH ticket, call 6‑TECH at (336) 256‑TECH (8324), or email 6‑[email protected].

For disability accommodations, please contact the event organizer at the phone number and/or email address provided.

 
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