Banner Finance Budget Training Manual
Please use this Budget Training Manual along with the budget training videos below as a tool to become more familiar with banner finance pages most frequently used for budgeting purposes. This manual includes step by step procedures to help you better manage your budget.
Banner Finance Budget Training Videos
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How to View Encumbrances Using FGIOENC This video will walk you through the steps to view open encumbrances/commitments for any particular fund. |
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How to View and Extract Detail List of Banner Transactions using FGITRND This video will walk you through the steps to view all transactions for any particular fund. FGITRND allows you to view all budget transfers, year to date expenses and encumbrances for any given fiscal year. Every entry posted against your fund is available for you to view using FGITRND. |
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Quick Summary of Fund Balance using FGIBAVL Please watch this video to learn how to view your total labor and operating budget, your YTD expenses and available balance. When submitting budget transfers, please use FGIBAVL to determine the available balance in each operating pooled account. FGIBAVL is very helpful for fund managers who would like a quick summary of their total budget for any particular state fund. |
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How to Successfully Complete and Submit a Budget Transfer Form Please watch this video to learn how to complete and submit a budget transfer form. All budget transfers must be emailed to budget@uncp.edu. |
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How to View the Financial Manager and Account Pool This video will walk you through the steps to view the financial manager for any particular org as well as show you how to identify the account pool an account rolls up to. Please remember to use the operating account pool instead of the actual operating account when submitting a budget transfer form. |