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Reading Budget Balances in Banner and Other Related Budget Information

Reading Budget Balances in Banner and Other Related Budget Information. HRD Class CT250. Topics for Discussion. Banner Self Service (SSB) Budget Queries Transfers (Regular & Multi-Line) Document Approvals View Documents Banner Admin (Admin) Budget Status (FGIBDST) Pool Balances (FGIBAVL)

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Reading Budget Balances in Banner and Other Related Budget Information

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  1. Reading Budget Balances in Banner and Other Related Budget Information HRD Class CT250

  2. Topics for Discussion • Banner Self Service (SSB) • Budget Queries • Transfers (Regular & Multi-Line) • Document Approvals • View Documents • Banner Admin (Admin) • Budget Status (FGIBDST) • Pool Balances (FGIBAVL) • Cash Balances (FGITBAL, FGITBSR)

  3. Budget Queries • Budget Status by Account • Budget Status by Organizational Hierarchy • Budget Quick Query

  4. Budget Queries (cont.) 10 Total Operating Ledger Data Columns • Adopted Budget (Original Budget - BD01) • Budget Adjustment (AU04, BD04) • Adjusted Budget • Year-to-Date • Commitments • Available Balance

  5. Budget Queries (cont.) Query Information • Fiscal Year • Budget Period • Comparison Columns • Chart • Fund/Org • Wildcard • Revenue

  6. Reading Balances Formula for calculating balance: (Adjusted Bud) +/- (Year to Date) +/- (Commitments) = Available Balance

  7. Budget Status by Account

  8. Budget Status by Org. Hierarchy

  9. Downloading Information into Excel • Downloading selected ledger columns • “Taking out the trash” • Formatting the excel file

  10. Budget Transfers • Regular • Date • Type • Transfer Amount • Chart • Fund, Org, Account, Program • Description • Budget Period

  11. Budget Transfers (cont.) • Multiple Line • Date • Type • Document Amount • Chart (Each line) • Fund, Org, Account, Program • Amount • Sign Indicator • Description • Budget Period

  12. Document Approvals • Documents awaiting your approval • Documents you can approve • Disapproving documents

  13. Viewing Documents • Drop-down box • View the document • View the history

  14. Budget Status (Admin) • FGIBDST • Org comes before fund • No original budget • Revenue box must be checked to see revenue

  15. Budget Availability Status • FGIBAVL • Must use lowest pool account number for your org • Fund comes before org • Revenue cannot be seen in this screen • Balances by pool

  16. General Ledger Balances • FGITBAL • Only look at these if you have stand-alone funds (no base or other unrestricted funds) • Claim on Cash (11000) • May have to add or subtract due to/due from balances • FGITBSR • Gives you one fund balance total at bottom of screen

  17. General Ledger vs. Operating Ledger • Comparing balances • Who to contact

  18. Other Topics • Budget Status Reports (FGRBDSC) • Organizational Detail Reports (FGRODTA) • Budget Carryover • Position Control (NBAPBUD) • My Banner • Other Resources

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