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Southern Oregon University


All Campus Banner Finance - Training Format

Welcome to the Business Services Training Page. The purpose of developing and hosting training workshops is to provide faculty and staff with information on policy, procedures and how work flows when conducting day-to-day business activities for the University.  Refer to Training Calendar (below).  

NEXT Banner Finance (FIS) Training:

The goal of open session training is to allow you to bring your topics for discussion.  Typically, a core subject will be presented with time for hands-on and Q&A.


Service Center Group & FIS Banner users

Friday, October 10, 2014 (Facilities group training)

Location for Training: PCEast

Friday, October 31, 2014 (All Campus FIS Banner Workshop)

Location for Training: LIBRARY 114



UPCOMING Banner Finance (FIS) Training:

Business Services ensures that all campus departments are provided with general training throughout the academic year.

Refer to All Campus "TRAINING CALENDAR" (below)

To help with planning, please use this link to send RSVP for Workshops or to request Open Session training to increase Banner skills:


Business Services SOU Training Workshops are hosted for all campus typically during October, November, March and June.  In addition, open sessions are hosted once a month.  Please RSVP and note topic of interest and we will arrange for the trainer.   Location tba (see calendar).


Overall Banner FIS Finance Training Resources

How to open website to access 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 On-line Presentations - Self Paced
    •                 FIS Banner Training Workshops - All campus
    •                 FIS Banner Open Sessions - Banner skill building
    •                 FIS Banner - Individual Training
    •                 FIS Banner Finance Training Manual

Individual Training

One-on-one training is available throughout the year for new employees or to meet specific needs within a department.  These one-hour sessions are typically conducted at your personal computer.  The goal is to have hands-on use of Banner™ Finance screens.

Staff members are able to arrange for individual time with Business Services staff to train in specific areas such as:  General Accounting, Purchasing/Invoices, Travel, Payroll, Budget, Banner Screens, Understanding Reports and more.  This is helpful for new learning, review or for those who require a specific higher level of training. You are invited to set up an appointment with staff in Business Services Department  for training in any specific area. Please refer to Training Contact List .

Dates, Times, Registration for Training

For dates, time and registration of individual training or to arrange for other small group training, contact Business Services Accounting Manager, Patti Eliot, (552-6065), email:  EmailIcon

If you have any issues, the Fiscal Coordinator can assist with arranging for training or in connecting you to the right person.  Contact Debbie Jones, (552-6631), email: EmailIcon

FIS training requests may be sent directly to: EmailIcon

Training Objectives

  • Banner FIS Training Manual, click here.
  • Reading budget balances
  • Reading Fund balances
  • Understanding Banner Finance index, fund, and organization code structure.
  • Navigation in Banner Finance
  • Journal voucher entry
  • Printing reading Banner Finance reports


Training Resources Contact

Debbie Jones, Fiscal Coordinator, Business Services
Email: EmailIcon
Phone:  541-552-6631

Online Training

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.

Presentation Topics:  

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.

FIS Banner Workshops

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:  EmailIcon

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

Business Services Mission & Staff Page


Past Training

FY 14





Core Subjects

July 11-
July 23, 2013

Open Sessions (6)

ProcurementPCard module – training all campus to clear expense


October 25, 2013

FIS Banner


Payables; Procurement; FA; Travel; JV; Banner Screens, Web; Cognos Intro

November 14, 2013

Open Session


Records Retention; Accounts JVs; Payroll; Banner screens

Report Intro; Web site Tour

November 22, 2014

Open Session

Financial Reports

Understanding Financial Reports, Cognos Reports

January 28, 2014

Open Session

Financial Reports

Cognos Reports “how to”
and Banner Payables

February 26, 2014

Open Session

Financial Reports

Cognos Reports “how to”
and Banner FOAPAL

March 14, 2014

FIS Banner

Accounting & Reports

Cognos; Fund Types; Banner screens; Invoices; Inter Reim; PCards

May 2, 2014

FIS Banner


Closing of the Books & Reports

May 28 -
May 29, 2014

Open Session

Financial Reports

Cognos Reports

May  16, 2014

FIS Banner


Closing of the Books

June 3, 2014

Dept Cross

Service Center

FIS Banner; Procedural Tips; Skill building areas; Financial Structure, Understanding Reports & Revenue


FY 13







June 21 & 27, 2012

FIS Banner Workshop


Fin Irreg; Identify; Procurement; PSC; Detail Codes, C-Billing; Transfers; Payroll & Hiring

November 2, 2012

FIS Banner Workshop


Basics- GL; AP; Cash handling

November 30, 2012

FIS Banner Workshop


General-FOAPAL elements

March  1, 2013

Open session AM & PM


Banner screens; Manual Encumbrances; Tuition Re-Dist

April 2013

OUS Training

Business Services

Fraud Detection

May 23, 2013

FIS Banner Workshop


Closing of the Books

June 2013

FIS Banner Workshop


Pcard Module Intro



Meet Our Staff

Business Services staff is available to answer questions, explain processes or new procedures, and assist in training Banner tasks. These staff members  will host the Open Sessions and FIS Banner Training Workshops. The core topics of the workshops will cover Accounting and Reporting, Cash Handling, Payroll, Printing and Copy services, Purchasing, including Travel or other personal reimbursements and other cross-Department subjects.

Please refer to Business Services Mission and Staff   page for a list of current staff and their roles. 

Patti Eliot, Accounting Manager





Victoria Vannice, Financial Services Office Specialist

General questions and training, RSVP





Debbie Jones, Fiscal Coordinator

                           Reporting, Training and Workflow development




Jayne Atkins, Accountant

Loans and Fixed Assets





Lee (Tiki) McClure, Accountant

Grants and Chart Maintenance 





Mark Gibbons, Purchasing Agent

Payables and Procurement (Pcard) Administration






Jill Hernandez, Accounts Payable Specialist

Travel Office





Business Services

Southern Oregon University
Churchill Hall, Room 154
1250 Siskiyou Blvd.
Ashland, OR 97520

QuestionIcon1 Please contact the Business Services Department   if you have questions or input you would like to share. training.