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Banner Budget Account
Set-Up
Internet Native Banner
Banner Budget Account Set-Up
Please request your account as soon as possible, as it may take
up to ten days to fulfill the request.
A. If you do not currently have a Banner INB account (check
the list of accounts in Computer Resourses Menu [MARS] if you aren't
sure), follow these instructions:
- Go to the SPU homepage.
- Go to “Banner Information System” (a menu selection
in the colored bar at the top of the page).
- Click on "Click here to enter the Banner Information System."
- Enter your staff ID and Banner PIN (see instructions on the
web page for the pin).
- Click on “Computer Resources Menu” (MARS).
- Click on “Request a Resource.”
- Under “Please choose the type of account you wish to create
from the drop-down box,” select "Banner INB" and
click on the "Continue" button.
- The "Create Resource" web page will open. At the bottom,
fill out the information for your supervisor, department, and
Banner class in the appropriate boxes:
- Who is your supervisor? This is the person CIS will call
to confirm that you will be using Banner for legitimate job
reasons.
- What SPU department or work group do you work in?
- What access level do you need (if you know): Enter "Banner
Budget Class."
- Click "Submit."
Please Note: Your supervisor must send an email to, or
a memo addressed to, the Finance
Office, listing all fund and organization codes for which you
will be responsible.
B. If you do currently have Banner INB listed in your list
of resources, then follow these instructions:
- Go to the SPU homepage.
- Go to “Banner Information System” (a menu selection
in the colored bar at the top of the page).
- Click on "Click here to enter the Banner Information System."
- Enter your staff ID and Banner PIN (see instructions on the
web page for the pin).
- Click on "Computer Resources Menu" (MARS).
- Click on “Manage Your Computer Resources” (Windows
Domain, Netstore, Email, and more).
- Find the "Preferred Banner INB Production" account
section. Click on "Request Increased Permissions."
- The "Request Permission Change" web page will open.
At the bottom, fill out the information for your supervisor, department,
and Banner class in the appropriate boxes:
- Who is your supervisor? This is the person CIS will call
to confirm that you will be using Banner for legitimate job
reasons.
- What SPU department or work group do you work in?
- What access level do you need (if you know): Enter "Banner
Budget Class."
- Click "Submit."
Please Note: Your supervisor must send an email to, or
a memo addressed to, the Finance Office, listing all fund and organization
codes for which you will be responsible.
Internet Native Banner
FGITBSR – Shows assets, liabilities and the
balance in your fund.
- COA: S
- Fiscal Yr: 05 (This is an example for fiscal year 04-05.)
- Fund: [your fund number]
- Ctrl-Page Down to bring up the information, or mouse click
in the account section below.
Your fund balance is reflected in account 10197 Cash Fund-Intf
Rcv-Pyb under the column “Curr. Balance.” To the right
of this column, you will see either a D or a C. D indicates a positive
balance, and C indicates a negative balance. To see the activity
in any of the accounts shown, highlight the account, click on Options
at the top, and then select Query General Ledger Activity Info.
This will bring you to form FGIGLAC. This form provides a listing
of the activity in a particular balance sheet account. In order
to specify a particular period, click on the Rollback button (circular
arrow on the top left of the toolbar):
- Fill in the period (01 is July, 02 is August, etc.), fiscal
year, fund and account.
- Ctrl-Page Down or click in an account area in the next section
and a listing will appear (if no information appears, you may
have to press F8 – a message will be at the bottom of the
screen).
- Exit (X button on the top right of the toolbar) will bring you
back to FGITBSR if you originated in that form.
FGIBDSR – Provides a summary of the revenue
and expenses for a specific fund and organization.
- Chart: S
- Fiscal Yr: 05 (This is an example for fiscal year 04-05.)
- Index: [Leave blank.]
- Include Revenue Account: [Click on the box to select this option
(only expenses will show if this box is not checked).]
- Commit Ind: [Leave it selected on “Both.”]
- Fill in Orgn and Fund. When the fund is filled in, often the
program will automatically appear. If this happens, you should
delete the program in order to make sure all of the information
will appear.
- Ctrl-Page Down or click in an account area of the next section
and the revenue and expenditures will appear by account in the
YTD Activity column
To see the activity in any of the accounts shown, highlight the
account, click on Options at the top, and then select Transaction
Detail Information.
This will bring you to form FGITRND. This form provides a listing
of the activity in a particular revenue or expense account. In order
to specify a particular period, click on the Rollback button (circular
arrow):
- Fill in COA, FY, Fund, Orgn, Account and Prd (period). Delete
the program if it appears, as it may limit the information that
will show up. You can also leave Account blank at this point,
and it will show you details for all of the Account activity in
your fund and org.
- Ctrl-Page Down or click in an account area in the next section
and a listing will appear (if no information appears, you may
have to press F8 – a message will be at the bottom of the
screen).
- Exit (X button on top right) will bring you back to FGIBDSR
if you originated in that form.
- Note: The symbol “+” indicates an increase to revenue
or expense – note the account number.
The symbol “-“ indicates a decrease to revenue or
expense – note the account number.
NOTE – If you would like to export the information
you are viewing on screen, proceed as follows:
- Go to the drop-down menu under “Help.”
- Select “Extract Data No Key” – it is about
3/4 down the drop-down list. You can then open this and it will
take you to a Microsoft Excel file.
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