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Using Banner for Budget Management. FGIBAVL shows your total expense budget available by budget category. Always enter 6100 (lowest acct #). Always take out program code so it is blank to be sure you get all transactions. All 73% accts (except travel 733%). All 733% accts. All 74% accts.

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Presentation Transcript
slide2

FGIBAVL shows your total expense budget available by budget category.

Always enter 6100 (lowest acct #)

Always take out program code so it is blank to be sure you get all transactions

All 73% accts (except travel 733%)

All 733% accts

All 74% accts

All 76% accts

All 77% accts

This form lets you know if you need to make any budget transfers between categories and see your remaining budget by category. (to see line item detail in a category, got to FGIBDST) Your budget/purchase records should be reconciled to these totals in Banner at least monthly.

slide3

FGIBDST Shows Revenues and budget by line item detail

Always take out program code in order to show all

Leave account blank to show all

Click in a cell you want to look into, then select “transaction detail information” from the options menu at the top of the screen.

(Note: If you prefer to print a hard copy report, follow the instructions for printing budget reports. These may be obtained from Katie Silva in the budget office.)

slide4

Transaction Detail Information

To look at more detail behind the invoice, click in the 1st cell of the line you want to look at and select “query document” from the options menu.

This gives you the individual invoices in an account.

slide6

Invoice Query

After selecting “Query Document”, Ctrl + Page Down or the Next block icon pulls up the invoice.

The options menu then give you several options of viewing additional information on the invoice.

slide7

FOIDOCH

Use this form to get the check number attached to the an invoice if you have further questions.

You can then access the check and see the supporting documentation behind it in the business office.

slide8

This form is used to make any corrections to invoices that were coded improperly. Obtain copies of this form from the Business Office.

slide9

This form is used to transfer budget dollars between categories or budgets (must be in the same fund). Obtain copies of this form from the Budget Office.