Banner Budget Queries and Reports

This class is required for those involved in budgetary responsibilities such as operational and cash balances, purchasing reviews, reports, queries, encumbrances, and journal transfers.

Banner Budget – Training Topics

Banner 9

  • Organize My Banner folder
    • FGIBDST – Organization Budget Status
    • FPARCVD – Receiving Goods
    • FAAINVE – Invoice/Credit Memo
    • FGRPDTA – Program Detail Activity
    • FOIDOCH –  Document History
    • FAIVNDH – Vendor Detail History
  • Perform Budget Queries
    • FGIBDST
    • FGRPDTA
    • FGRBDSC
  • View transaction detailsbudget
  • Extract data and print report
  • FGITBAL – View Funds with Cash Balances

Banner SSB

  • Budget Queries
    • Budget Status by Account
    • Budget Status by Organization Hierarchy
  • View transaction details
  • Extract data
  • Budget Transfers

SharePoint Reporting

  •  Community Reports/Finance
    • Account Hierarchy Report
    • Cardinal Verified Vendors Report
    • Fund Hierarchy Report
    • Organization Hierarchy Report
    • Payroll Detail
    • Program Hierarchy Report