All Campus Banner Finance - Training Format
Welcome to the Business Services Training Page. The purpose of developing and hosting All Campus Training is to provide faculty and staff with information on SOU Financial Information Systems (FIS). The focus of the FIS Banner SOU Workshops is General Accounting, General Budget, FIS Banner overview, Fiscal Year End Responsibilities, and overall All Campus Policies and Procedures.
Refer to Training Calendar (below) for ALL Campus Training dates for topics that cover a range of policy, procedures and responsibilities. Reservation preferred to help with planning, but walk-ins are welcome.
NEXT Banner Finance (FIS) Training:
All Campus FIS Banner SOU Workshop
AGENDA to follow
Overall Banner FIS Finance Training Resources
Note: How to access online powerpoint presentations: Open new browser, Open Gmail, Open New Tab, go to MYSOU and navigate to Business Services website, Training page.
Banner training can be acquired through several resources including:
- FIS Banner Online Presentations - Self Paced
- FIS Banner Training Workshops - All campus
- FIS Banner Open Sessions - Banner core topic training (geared for Service Center)
- FIS Banner - Individual Training for Banner skill-building through Service Center
- FIS Banner Finance Training Manual
- FIS Banner Online Presentations - Self Paced
FIS Banner On-line Training Presentations
Training topics are saved here as PowerPoint (PPTX) Presentations. This enables faculty/staff to move through the presentations at their own pace. These materials are the same as presented in the FIS Banner Training Workshops.
The PPTX Presentations listed below cover a range of business topics and are bundled by areas of function for ease in working through self-paced training. Topics include: Accounting, Budget, Bursar, Contracts, Payroll, Purchasing and more. In addition, it is recommended you attend the FIS Banner Workshops for updates and to hear other unique subject matter.
Click on Topic heading below. Sorted by function; Presentations in alpha-order. You must be logged in to your SOU Gmail account in this browser in order to download these presentations.
Note: How to access online powerpoint presentations
Open new browser, Open Gmail, Open New Tab, go to MYSOU and navigate to Business Services website, Training page.
- Banner Finance Structure
- Budget & Reading Reports
- Centralized Billing 1
- Centralized Billing 2
- Chart of Accounts
- Closing of the Books - June 30
- Cognos Reports - How to run Budgeted Operations Reports
- Detail Codes - How & When to Use
- Exploring Banner Screens
- Financial Irregularities
- Fixed Assets
- Fund and Cash Balance Reports
- Fund Structure
- Internal Sales Reimbursement
- Journal Vouchers
- Reading Reports
- Records Retention
- TOUR Web Reports
- Using Banner Screens/FWIBDST
- Manual Encumbrances Intro
- Manual Encumbrances 1
- Manual Encumbrances 2
FIS Banner Training Workshops
SOU Banner Finance Workshops are hosted throughout the academic year. The intention of Business Services hosting FIS Banner Training Workshops, is to provide faculty and staff of SOU with training on how to access on-line PowerPoint Presentations and to have opportunity to work directly with Business Services staff. We recommend you plan to attend to learn details about new procedures that may come up throughout the year and to meet other campus FIS Banner users.
Typically the FIS Workshops are held in the Hannon Library Electronic classroom, Room 114, from 8:30AM -3:00PM. All FIS Banner Training Workshops are supported by On-line Presentations (PPTX) and the information presented at the workshops is the same information stored on-line.
Schedule information will be posted here prior to Workshop. RSVP: firstname.lastname@example.org
Reservations are recommended for the workshops in order for Business Services to plan and also to save a workstation. However, the schedule is flexible and you are able to attend all subjects presented, or only a few. Walk-ins are welcome.
One advantage about attending a Workshop is that you are able to take notes on the PowerPoint presentation and save back to your Personal-drive. No need to print out all the presentation materials as you have ease of access both on the Business Services website and also your P-drive.
Presenters may include Business Services staff or other Department staff across campus.
Open Training - Banner skill building sessions
Business Services hosts Open Training Sessions most months with the purpose of building mid-level skills in Banner Finance. These sessions have a central focus but time is provided to work through individual issues with business service staff on hand. All faculty/staff on campus involved in Finance or Fund management are encouraged to attend to learn about reports, new or updated procedures, forms, process changes, work on our particular issues, or to share your ideas.
These Open Sessions are about an hour long and have a core topic but are basically open to work with campus attendees in Banner mid-level skill building. Faculty and staff are encouraged to attend open sessions for answers on process or procedures, or to share ideas.
Open Sessions – bring your work issues and/or ideas.
Typical core subjects would include:
- How to run reports in FIS Banner and/or Cognos.
- Accounts payable Invoices
- Personal reimbursements
- Procurement Card (PCard) use and clearing expense to Dept. Index
- Fixed Assets
- Banner questions related to accounting topics
All Campus "TRAINING CALENDAR" (below)
Business Services ensures that all campus departments are provided with general training on FIS Banner Policy and Procedures throughout the academic year. SOU Training Workshops are hosted for all campus typically during October, November, and March. Additional training on policy/procedure takes place about once a month for more specific training of small groupsl. Individual training is by appointment and typically will start woud with your Service Center contact. Location for Workshops is usually the Library or Computer Science Building PC East/West or in the Service Center.
Open your gmail Calendar and toggle to Google Calendar: "FIS All Campus Banner Training Calendar"
You may open this calendar with your daily calendar to see upcoming training dates.
|June 3, 3014||Dept Cross||Service Center||FIS Banner; Procedural Tips; Skill-building Areas; Financial Structure; Understanding Reports & Revenue|
|May 28-May 29, 2014||Open Session||Financial Reports||Cognos Reports|
|May 16, 2014||FIS Banner||Accounting||Closing of the Books|
|May 2, 2014||FIS Banner||Accounting||Closing of the Books & Reports|
|March 14, 2014||FIS Banner||Accounting & Reports||Cosgnos; Fund Types; Banner screens; Invoices; Inter Reim; PCards|
|February 26, 2014||Open Session||Financial Reports||Cognos Reports "how to" and Banner FOAPAL|
|January 28, 2014||Open Session||Financial Reports||Cognos Reports "how to" and Banner Payables|
|November 22, 2013||Open Session||Financial Reports||Understanding Financial Reports, Cognos Reports|
|November 14, 2014||Open Session||Accounting||Records Retention; Accounts JVs; Payroll; Banner Screens; Report Intro; Web site Tour|
|October 25, 2013||FIS Banner||Accounting||Payables; Procurement; FA; Travel; JV; Banner Screens; Web; Cognos Intro|
|July 11-July 23, 2013||Open Sessions (6)||Procurement PCard module - training all campus to clear expense|
|June 2013||FIS Banner Workshop||Purchasing||PCard Module Intro|
|May 23, 2013||FIS Banner Workshop||Accounting||Closing of the Books|
|April 2013||OUS Training||Business Services||Fraud Detection|
|March 1, 2014||Open Sessions AM & PM||Accounting||Banner Screens; Manual Encumberances; Tuition Re-Dist|
|November 30, 2012||FIS Banner Workshop||Accounting||General-FOAPAL|
|November 2, 2012||FIS Banner Workshop||Accounting||Basics- GL; AP; Cash handling|
|June 21 & June 27, 2012||FIS Banner Workshop||Accounting||Fin Iregg; Identify Procurement; PSC; Detail Codes; C-Billing; Transfers; Payroll & Hiring|
One-on-one training is available throughout the year for new or current employees within a department on how to conduct day-to-day business activites. Please contact Service Center to arrange times for individual or specific training. The focus of this training is on responsibilities in Purchasing/Invoices, Travel, Payroll, Budget, and working in FIS Banner screens. You may get to the Service Center Web page through this link:
Staff Contact lists:
Who to contact:
For overall Business Services planning and policy, contact Director Steve Larvick. email: email@example.com
For dates, times and registration of participants or to arrange for small group training, contact the Fiscal Coordinator in Business Services. Contact Debbie Jones, (552-6631), email: firstname.lastname@example.org
For questions regarding day-to-day operations and/or training at Division levels, please contact Service Center, Director Brian Kinsey, [email: servicecenter.sou.edu] for assistance.
Training Resources Contact
Debbie Jones, Fiscal Coordinator, Business Services
Southern Oregon University
Churchill Hall, Room 154
1250 Siskiyou Blvd.
Ashland, OR 97520
Please contact the Business Services Department if you have questions or input you would like to share. training.