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.
Banner Finance Training Schedule
Next Session: FIS Banner Skill Building
Schedule: FIS BANNER (Cognos) Report Workshop
Thursday, December 19, 2013
Computer Science PCW 2PM-3PM
Open Session (an email will be sent to Banner Finance users)
Business Services intention in hosting Banner Finance (FIS) 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. The Workshops are held throughout the year. You are welcome to attend all or only a few. You are encouraged to attend to meet other Banner FIS users and to learn details about new procedures that may come up throughout the year. If you are unable to attend, then the Powerpoint (PPTX) presentations are found here on the Business Services Training Page for your retrieval. These Business Services PPTX presentations are the same as presented in the Banner FIS Workshops.
The office specialist, Victoria Vannice, will record your reservation (firstname.lastname@example.org) or call 2.8528. Reservations are not required, walk-ins are welcome for any part of the session.
Banner Finance Workshops
Presentations will be added as completed.
Location: Banner FIS Workshops are held in LIBRARY Room 114
Open Sessions are held in Computer Science Building, PCE or PCW
Intro to FIS Banner (Cognos) BudOps Reports)
How to run: FIS Banner (Cognos) BudOps Reports
Q&A_Bring your work (issues)
FIS Banner Financial Workshop
How to run:
Plan to attend morning or afternoon session.
9:15 AM -11:15 AM
1:15 PM- 3:15 PM
Open Session - Bring your work
FIS Banner (Cognos) Reports Q&A
An email will be sent out with topics
|2:00 PM - 3:00 PM||PCW|
|March 2014||Workshop- SPECIAL TOPICS||9:00-Noon||tba|
Workshop -Re: June 30th
CLOSING OF THE BOOKS
Presentations for October 25, 2013 FIS Workshops will be uploaded as completed:
Banner Finance FIS Workshops
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 Manual
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.
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.
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.
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.