Finance Training

Finance training includes hands on practice in eVA and Banner; PowerPoint and Web information regarding State and Internal Finance policies and procedures; Customer Support via email, or telephone, and Open Lab session to accomodate personal one on one training and support.

Class Descriptions are outlined below . View the Comparison Chart between Job Responsibilites And Offered Training to help determine which classes are best suited for you. Please see Training Calendar on the left menu to select your class dates.

Fundamentals of Finance

This class is required before participating in Banner or eVA training or as an introduction into Finance for those individuals desiring an overview of their department’s operations. This class reviews and distributes:

• Reviews and provides security paperwork for Banner and eVA
• Provides Chart of Account Structure for reporting area
• Explanation of FOAPAL Elements
• Sample budget reports
• INB and SSB review
• Websites review for training and communication needs
• Assists new users with questions related to Business and Finance operations
• Explains basics of user finance obligations such as training and refresher Training, profile maintenance, security, deadlines, adherance to state and internal policy and procedures.

Budget Manager

This class is required before participating in Banner or as an introduction into Finance for those individuals involved in budgetary responsibilities such as operational balances, cash balances, purchasing reviews, reports, queries, encumbrances, and journal transfers. This class reviews and distributes:

• Reviews and provides security paperwork for Banner 
• Provides Chart of Account Structure for reporting area
• Explanation of FOAPAL Elements
• Sample budget reports
• INB and SSB review
• Websites review for training and communication needs
• Assists new users with questions related to Business and Finance operations
• Explains basics of user finance obligations such as training and refresher Training, profile maintenance, security, deadlines, adherance to state and internal policy and procedures.

Banner class instruction is in the Test environment. Users will walk away with an understanding and knowledege of:

• Using INB for Budget Queries, Drill Downs, and Printed Reports
• Using INB for Data Extraction into Excel
• Using INB for Cash Balances
• Using SSB for Budget Queries, Drill Downs, and Extractions to Excel
• Using SSB for Journal Entries
• Portal Budget and Finance Tab Review
• VOIP Views

The Direct Pay Process

This is a mandatory training class for departmental purchasers. The instruction is hands-on in a testing environment. Class training focuses on:

• Banner Navigation
• Check Request Processing
• Banner Approvals
• Accounts Payable Operations with special regard to Due Dates, Receiving, and Payment
• eVA Exception Rules
• Honoraria
• eVA/Banner/SPCC Decisons
• Purchasing requirements in regards to Entertainment and Performer Contracts

Purchasing with eVA and the Small Purchase Credit Card

This is a mandatory training class for departmental purchasers and a pre-requisite for receiving a SPCC. Due to class length, the class is divided into two sections. Registration is needed for both sessions. Below is a list of topics that will be covered. For a complete class agenda, click here.

• Purchasing Requirements for SPCC, Contracts, and Central Stores
• SPCC Processing and Reconciliation
• Vendor Searches and Catalogs
• Hands on training for eVA Navigation, Requisition entry, Approvals
• Information and Data Flows
• eVA Change Orders
• Fixed Assets
• eVA Purchases on Banner Budgets
• Banner Navigation and Receiving

Banner Budget Queries and Reports

Not mandatory, but highly recommended for individuals involved in budgetary responsibilities such as operational balances, cash balances, purchasing reviews, reports, queries, encumbrances, and journal transfers. Class instruction is in the Production environment, so users must know their Banner passwords and FOAPAL elements. Users will walk away with an understanding and knowledege of:

• Using INB for Budget Queries, Drill Downs, and Printed Reports
• Using INB for Data Extraction into Excel
• Using INB for Cash Balances
• Using SSB for Budget Queries, Drill Downs, and Extractions to Excel
• Using SSB for Journal Entries
• Portal Budget and Finance Tab Review
• VOIP Views

Open Lab

One-on-one training sessions to help users with specific questions related to their department finances. Upcoming Open Lab dates are listed on the Monthly Training Calendar. Contact Vickie Chapman for an appointment time.

Comparison Chart between Job Responsibilities and Offered Training – Note: All Finance related functions must be included in the employee’s “Employee Work Profile” (EWP) on file in Human Resources.