Business Services

Campus-Wide Training

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.   You will find all current and past training presentations listed here.   These presentations are the same topics presented in the workshop sessions.  

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As of July 1, 2013, the University will transition over to Banner Procurement Card Module.   Business Services will invite (via email) all finance staff, who manage Departmental Purchase Cards (PCard), specifically the Budget Authority and Card Custodians of record, to attend a minimum of one workshop.   When you receive this email, you will choose the workshop that best accomodates your schedule, then submit the form (which is included in the email).  Other finance staff who might be considering the use of Departmental PCards, are welcome to attend.   Please contact Victoria Vannice in Business Services (x2-8628 vannicev@sou.edu) and she will send you the link to reserve your workstation.  

Next Banner Training Workshop:

Procurement Card Module 
Banner Finance Workshops - "SOU PCard Module"
July 2013 - Schedule 

Business Services has scheduled six (6) workshops with the goal to train each Department's PCard Budget Authority and Card Custodians during July, which is over 100 staff members.  Please choose to attend at least one workshop.  The new PCard module begins in July, therefore, you will close the June Statement and clear liability with the normal Journal Voucher (JV).  However, July transactions will be in the new module, and you will need to know how to clear the liability in the Banner screen, no more JVs.  

It is suggested that you attend (at least) one of the six training workshops.  In addition, Business Services will host two (2) open labs where you can bring your work and we will post it in real time with you.  These are optional open sessions, but highly recommended if this is your first time processing on the new system.  Workshops are held in Computer Science Building, PC West or East. 

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Past Archived Training:

Banner Finance FIS Workshops

October 2012 :     Session 1 -BASICS    
November 2012:  Session 2 -GENERAL
March 2013:        Session 3 -SPECIAL TOPICS 
May 2013:           Session 4 -June 30 "Closing of the Books"
July 2013:            Session 5 -SOU Procurement Card Module (tba)

Sort FIS Workshops by Category
Business Services Workshops-Past Training Presentations

Other Trainging materials:  

• Training Contact List - to arrange for individual training session
• FIS Processing  - overview of Finance Processing (FIS) Help and Tips
• FIS Manual - Banner - Click on "red" Titles to open more details
• SOU Procurement Card Workbook (tba)

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General Training Format 

SOU Banner Finance Workshops
Banner Finance Workshop Sessions have unique topics and are presented via On-line powerpoint Presentations about three times each academic year. Attending the Workshops provides faculty and staff of SOU with on-line training information and an opportunity to meet other Banner Finance users. Reservations are recommended, however, walk-ins are welcome.  

On-line Campus-wide Training Presentations
SOU Banner Finance Workshop Presentations (Powerpoint pptx) are maintained on the Business Services website located under Business Services Training Page (see navigation links on left-panel) . These presentations provide you with easy access to the same training information presented at the workshops.

Open Campus-wide Sessions
Open sessions are hosted several times p/year 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 Campus staff involved in Finance are encouraged to attend to learn about new or updated procedures, forms, or process changes.

Individual Training Time
Staff members are able to arrange for individual training time with Business Services staff (refer to Contact List) to train in specific areas such as: General Accounting, Purchasing/Invoices, Travel, Payroll, Understanding Reports and more. This is helpful for "new-to-campus" finance staff and 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 higher level training in any specific area. 

FIS Manual
The Banner FIS Manual was written for Banner users and contains details on how to perform transactions along with transaction samples. This manual is found when you open Banner (on right side panel). 

Business Services Web Page for Accounting: 
Instructions for many of the Finance processing steps are located under Accounting link on the Business Services webpage.  You will find links for Monthly Financial Reports, Year end Closing of the Books (Due Dates Calendar/Closing Instructions) and other Accounting Tips.  

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Banner Training Surveys

A survey is conducted at the end of Workshop Sessions.  Your time in completing the survey is appreciated and helpful in planning future training programs. 

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

Contact: Fiscal Coordinator in Business Services Department if you have input you would like to share regarding campus-wide training.