Business Affairs Training

Banner 9 Training There is a Demo of the Banner 9 - FIS Invoice form (FAAINVE) on December 12, 2018 from 3:00-4:00 PM in the Crater Lake North & South (EMU, Room 145 & 146). Register now in MyTrack

 

Visit My Track to see a calendar month view of training events.
To request access to Banner Finance or HR or AR please complete a User Profile Form

When will access be granted?

Banner is used by UO employees to conduct the university's business, which includes processes involving student information, human resources, finance, budgets, accounts receivable, payroll, and financial aid. Generally training is required before Banner access is granted, with some noted exceptions.

Previous Training

If an employee participated in BAO training in the past and has performed the Banner job function (invoices, jvs, time entry, travel etc.) somewhere on campus within the past year, training is optional and access can be granted upon receipt of the User Profile form.

Compelling Business Need

Query access can be granted in advance of training in situations where there is a compelling business reason and a trained colleague or supervisor will provide on the job training. This access will be removed if the user fails to participate in BAO training.

Banner Course Information

Prerequisite

Introduction to Banner

Course Description: The Introduction to Banner Online Training Course is a pre-requisite to all other Banner FIS, HRIS or AR training.

Note: New employees must first claim their Duck ID using their UO ID number and Personal Access Code PAC.
(Duck ID Self-Service)

Prerequisite: None
Offering: Check My Track for available class times.
Duration: Approximately 1 hour to complete

FIS Training

FIS Overview (prerequisite for all other finance training)

Course Description: This course (formerly titled FIS Accounting Queries) will start you on your way to understanding the FIS accounting screens (and more). Through lecture and navigation practice, you will see general examples of the following topics:

  • Chart of Accounts Overview
  • Budget Status Queries
  • Transactions Detail
  • Document Text
  • High-level Summaries
  • Grant Balances
  • General Ledger Balances

Prerequisites:

Offering: Check My Track for available class times
Duration: Approximately 3.5 hours

Class Documents:

FIS Invoice Part 1

Course Description: How to create FIS invoices for paying vendor bills. How to find vendors; process "Special case" invoices and track completed invoices.   This course only covers how to process "Direct" pay invoices; invoices that are originating from either a paper Purchase Order or no Purchase Order (for example, invoices for Office Max that result from placing a phone order). This course does not cover how to create or pay FIS Purchase Orders or FIS Encumbrances created in Banner.   Please see the course descriptions for the FIS Purchase Orders, FIS Invoices Pay Purchase Orders, and FIS Encumbrances training for more information on these courses. This is the first of a two part course.

Note: This course does not cover how to create or pay FIS Purchase Orders or FIS Encumbrances created in Banner. Please see the course descriptions for the FIS Purchase Orders, FIS Invoices Pay Purchase Orders, and FIS Encumbrances training for more information on these courses. If you register for FIS Invoice Part 1, make sure to also register for FIS Invoice Part 2.

Prerequisites: Introduction to Banner and FIS Overview (Also strongly recommended: Purchasing Rules and Regulations)
Offering: Check My Track for available class times.
Duration: This course consists of 2 sessions; each lasting 3 hours long with a 15 minute break
Class Documents:

FIS Invoice Part 2

Course Description: How to create FIS invoices for paying vendor bills. How to find vendors; process "Special case" invoices and track completed invoices. Second in a two part class.

*** Bring your handouts from FIS Invoices Part 1. ***

Note: This course does not cover how to create or pay FIS Purchase Orders or FIS Encumbrances created in Banner. Please see the course descriptions for the FIS Purchase Orders, FIS Invoices Pay Purchase Orders, and FIS Encumbrances training for more information on these courses.

Prerequisites: FIS Invoices, Part 1
Offering: Check My Track for available class times.
Duration: This course consists of 2 sessions; each lasting 3 hours long with a 15 minute break
Class Documents:

Journal Vouchers

Course Description: This course will teach you to enter FIS JV's for the U of O campus. It begins with an overview of JV's and JV accounting procedures. Then it takes you through multiple practice examples. The course also includes sections on tracking your JV's and how to get help.

Note: If you need training in Inter-institutional JV's, please contact Robbin Howard at 6-1115 or email at rchoward@uoregon.edu

Prerequisites: Introduction to Banner and FIS Overview
Offering: Check My Track for available class times
Duration: Approximately 2 hours and 45 minutes
Class Documents:

FIS Purchase Orders Part 1: PO Creation

Course Description: This is Part 1 of a 2-part course. Part 1 focuses on PO Creation (Part 2 focuses on PO Invoicing). The following topics will be covered in Part 1:

  • Purchase Order Overview
  • Creating On-line PO's
  • PO Printing
  • Billing and Shipping Information
  • Vendor Lookups
  • Tracking PO's
  • Canceling PO's

Note: If you register for FIS Purchase Orders Part 1, make sure to also register for FIS Purchase Orders Part 2.

Prerequisites: Introduction to Banner, FIS Overview, and FIS Invoices Part 1 and 2 (must also have graduated from Invoice training)
Offering: Check My Track for available class times
Duration: Approximately 2 hours and 45 minutes
Class Documents:

FIS Purchase Orders Part 2: PO Invoicing

Course Description: This is Part 2 of a 2-part course. Part 2 focuses on PO Invoicing (Part 1 focuses on PO Creation). This course will teach you to create FIS invoices for paying FIS purchase orders at the U of O. The following topics will be covered:

  • PO Payment Overview
  • Creating PO Payment Invoices
  • Adds and Changes
  • Tracking PO's
  • Partial vs Final Orders
  • Liquidating PO's with JV's

Note: This course is intended for employees paying invoices for on-line PO's created by themselves or their department.

Prerequisites: FIS Purchase Orders Part 1: PO Creation
Offering: Check My Track for available class times.
Duration: Approximately 2 hours and 45 mintues
Class Documents:

 

FIS Advanced Accounting Queries

Course Description: This course is designed to share advanced knowledge of querying possibilities within FIS. It will show you how to see different views of your accounting through a deeper understanding of how FIS stores data.

Here are some of the examples we will show:

  • Querying on a single FOAPAL element (Orgn) rather than an Index
  • Finding out how many Indexes use any particular FOAPAL code
  • Getting a "net balance" for specific Fund/Orgn combinations
  • Using the Orgn code hierarchy form FTIORGH
  • Viewing hierarchy roll-ups on FWIBUDG
  • Seeing Level 1 and Level 2 summaries on FWIBUDG
  • Getting a "professor balance" using Orgn/Actv
  • Querying for "Budgeted Operations" balances
  • Using FGITBSR and Fund Type roll-ups
  • Tracking encumbrances
  • Seeing beyond Indexes in transactions history

Note: This is an advanced course that is only appropriate for those with several months experience in FIS accounting.

Prerequisites: Accounting Queries
Offering: Check My Track for available class times
Duration: Approximately 2 hours 45 minutes
Class Documents: Class Lesson Guide

Encumbrances

Course Description: This course will teach you to create and liquidate FIS Encumbrances at the U of O. You will find encumbrances useful if you want to "set aside" money in certain accounts. This will make your Available Balance more accurate. Encumbrances can be automatically liquidated when invoices and JV's are done against these accounts. Encumbrances for restricted funds (2xxxxx, 3xxxxx, 4xxxxx) only, carry over at fiscal year end.

Prerequisites: Introduction to Banner, FIS Overview, FIS Journal Vouchers, and FIS Invoices Part 1 and 2
Offering: Check My Track for available class times
Duration: Approximately 2 hours 15 minutes
Class Documents:

 

Advanced Accounts Payable Queries

Course Description: In this course you will learn the following:

  • How to locate difficult vendors in FTIIDEN: Tips for more successful queries. Terminated or inactive address messages.
  • Vendor history (FWIVNDH): Finding information about your payments such as recurring payments and knowing when a check was issued, cashed, direct deposited or sent by wire transfer.
  • How to determine if multiple invoices were paid and how to produce printable payment history for the vendor.
  • How the information is tied together in FOIDOCH.

Note: If you need additional information, or have any questions about this course please call Accounts Payable at 346-3126

Prerequisites: FIS Invoices Part 1 and 2 plus 3 months of Banner experience
Offering: Check My Track for available class times
Duration: 1.5 hours
Instructor: Carmela Kortum (541) 346-3126, ckortum@uoregon.edu

Business Expense Policies

Course Description: In this course you will learn State, University System and University of Oregon rules for payments/reimbursements with emphasis on good payment documentation; awards and prizes; hosting and non-travel meals, refreshments and hospitality expenses.

Note: If you need additional information, or have any questions about this course please call Accounts Payable at 346-3126

Prerequisites: FIS User
Offering: Check My Track for available class times
Duration: 2 hours
Instructor: Carmela Kortum (541) 346-3126, ckortum@uoregon.edu

A/R Training

Department Deposit Form (TWADEPO)

Course Description: This course is hands on how to use TWADEPO Departmental Deposit form and is required to have access to TWADEPO form.

Prerequisites: Introduction to Banner
Offering: Check My Track for available class times
Duration: Approximately 1.5 hours
Class Documents: Department Deposits (TWADEPO)

Instructor: Stacy Vigil 346-3155, sdougla5@uoregon.edu

 

A/R Student Accounts (TSAAREV)

Course Description: This course provides instruction on query navigation and maintenance in Banner's TSAAREV form (Account Detail Review - Student). The TSAAREV form is part of Banner's Accounts Receivable Information System. The course is required in order to receive any access to the TSAAREV form. Users with both query only and query/maintenance needs are able to attend. The course will start with instruction on query navigation in TSAAREV and end with instruction on how to add or change charges/payments to Student Accounts. Any User with query only needs can leave the course after the query navigation piece is completed.

Prerequisites: Introduction to Banner Online Course
Offering: Check My Track for available class times
Duration:
Class Documents: A/R Student Accounts Course Materials

HR Training

HRIS Overview

Course Description: This half day session for Payroll Administrators provides: a hands on system overview including navigation in several BANNER HRIS forms; familiarization with the BANNER Guide HRIS procedures and practice filling new HRIS paper forms in portable document format (SEF, EIF, PRF, PAA, PAW etc).

Prerequisites:

 

Offering: Check My Track for available class times (Offered once monthly before the payroll time entry window)
Duration: A half day session
Class Documents: Overview Handout

 

 

Employee Verification - PWIVERI

Course Description: A half hour on-site visit for employees whose work requires them to verify employee status using Banner form PWIVERI. A one-on-one session covering the use of PWIVERI to look up and find employee and job information using PWIVERI.

Prerequisites:
Offering: Offered as required
Duration: A half hour on-site visit

Time Entry

Course Description: This half day session for Payroll Administrators responsible for time entry provides:

  • Practice entering regular, premium and leave hours in PHAHOUR
  • Practice using the HRIS Roster, Timesheet, Time Entered, and Leave Balance reports
  • Refresher in using the new SEF, EIF, PRF and MCR paper forms
  • Refresher in using PWIVERI to review employee and job detail

Prerequisites: HRIS Overview
Offering: Check My Track for available class times (Offered once monthly before the payroll time entry window.)
Duration: A half day session
Class Documents: Time Entry Handout

Payroll Redistribution - PHAREDS

Course Description: This two and one half hour session for departments wishing to use BANNER payroll redistribution form PHAREDS provides:

  • Hands on practice using PHAREDS
  • Review of the results using PWIFOAP and PWIEMPL
  • Review of related documentation
  • Assistance with real accounting adjustments that have been brought to class

Prerequisites: HRIS Overview
Offering: Check My Track for available class times
Duration: 2.5 hours
Class Documents: PHAREDS Handout

Banner Step-by-step Procedures

General Banner procedures

Create a personal 'My BANNER' menu

Let's create our own personal My Banner menu with all the BANNER pages we frequently use !

Create a My Banner Menu

Steps to Complete
1.) Open the My Banner Menu page GUAPMNU

Type My Banner or GUAPMNU in the Search Bar

2.) Add your favorite objects to your menu on the right.

You can double click the objects on the left and click the insert Selection button.
Or you can insert new object names directly on the right using down arrow.

3.) View your My Banner Menu

Log out of Banner and log back in to see the items you added to your My Banner menu.
Click the Menu tool and select "seamless.my Banner"

Requirements: An active Banner account

Travel Course Information

Concur and general travel related training

Concur Drop-in Sessions

More info to come.

Training Videos

Banner: General Training Videos

Banner 9 - incognito shortcut

How to create an incognito shortcut for Banner 9

How-to create Banner 9 incognito shortcut

Banner 9 - Login

How to login to Banner

My Banner Menu

Banner 9 - My Banner Menu

My Banner Menu

Banner 9 - DuckWeb Finance

DuckWeb Finance

Banner 9 - Page Navigation

Banner 9 - Page Navigation

Banner 9 - Export

Banner 9 - Export

Banner 9 - Oracle Reports

Banner 9 - Oracle Reports

Banner 9 - Open Pages

Banner 9 - Open Pages

Banner: FIS Training Videos

FWIBUDG Overview

FWIBUDG Overview

FGAJVCD Overview

FGAJVCD Overview

Training or Access Questions?


What courses do I need? For assistance with course placement contact Brian or Michael.
Training Contacts
Position Name Email Phone
FIS, HRIS, AR Training Coordinator Brian Strait bstrait@uoregon.edu 541-346-2387
FIS, HRIS, AR Training Coordinator Michael Walsh mtwalsh@uoregon.edu 541-346-1117