Business Services FIS BANNER Training Page
All Campus Banner Finance - Training Format
Welcome to the Business Services Training Page. Business Services provides all campus departments with general training throughout the academic year. The purpose of developing and hosting training workshops is to provide faculty and staff with information to use 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
Tuesday, July 29, 2014 - 10:30 AM to 11:30 AM
Wednesday, July 30, 2014 - 2:00 PM to 3:00 PM
Wednesday, August 20, 2014 - 10:30 AM - 11:30 AM
Thursday, August 21, 2014 - 2:00 PM to 3:00 PM
Location for Training: PCEast or PCWest tba
RSVP or other training requests: firstname.lastname@example.org
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
- FIS Banner On-line Presentations - Self Paced
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: email@example.com
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: firstname.lastname@example.org
FIS training requests may be sent directly to: email@example.com
Training Resources Contact
Debbie Jones, Fiscal Coordinator, Business Services
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.
- Banner Finance Structure
- Budget & Reading Reports
- Centralized Billing 1
- Centralized Billing 2
- Chart of Accounts
- Closing of the Books - June 30
- Detail Codes - How & When to Use
- Exploring Banner Screens
- Financial Irregularities
- Fixed Assets
- 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
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
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.