Overview
Banner Finance - Training Format
Welcome to the Business Services Training Page. Our purpose in developing and hosting training is to provide support to all other department missions. Business Services works to insure accuracy and integrity of buisness policies, processess, records, grant and financial reporting (internal reports and external grants/contract compliance). Business Services supports the Service Center in training all campus on core topics in General Budget, FIS Banner practices, Report dashboard use, Fiscal Year End Responsibilities, Reporting Financial Irregularities, and overall day-to-day operating practices regarding deposits and expenditures. All Campus Training is provided to faculty and staff with information on SOU Financial Information Systems (FIS Banner) and related topics by the Service Center.
Please continue to check this schedule for updates as topics, sites and presenters are finalized. Business Services Workshops will take place over the academic year with focus on internal staff training. You will want specific navigation training as FIS Banner users transition to FIS Banner 9.x. Please attend an IT training workshop (see IT Traning Dates link below), or contact banner@support.com. After attending a navigation IT training session, you may want to arrange for one-on-one training or to set up a small group training. You may contact your Service Center specialist or start with the following links:
IT Training Dates (9x.navigation transition)
CURRENT WORKSHOP:
Cognos Dashboard Overview - Accounting Technical Specialists - Introduction
Who should attend? Business Services staff and Service Center staff (optional)
January 23, 2022 Wed 9:30AM-11:00AM
FUTURE WORKSHOPS:
All Campus
Ethicial Decision Making & Finanical Irregularities April 2022 TBA
Year End Closing of Books May 2022
GIfts & Gift Certificates - TBA
Grants - Post Grant process - TBA
COMPLETED WORKSHOPS:
November 2020
Who should attend? Business Services staff and Service Center staff
Train the Trainer - Workshop Nov.18, 2020 pptx
Topics: 1) Business Services Goals; 2) Determine Finanical Report Training needs; 3) Are we learning & improving?
December 2019 - Department Staff Meetings "on-going"
"Monday Meetings" - Internal Business Services (Accounting & Admin) and Service Center (Techs) - Work Group Meeting
On-going weekly communication platform: Information Sharing; Process Clarification; Technical training
Facilitator: Cynthia Ferrendelli, Deputy Controller
Agenda: Department Mission (reaching goals); Follow-up; Open Forum; Future Workshop Requests; Break-out groups assigned.
November 30, 2019 - Business Services - Goals
Agenda 11/30/2019 & draft Organization Chart
Nov 30 2019 - Support Mission of other Departments
OVERALL Banner FIS Finance Training Resources
ALL Campus Training is implemented through the Service Center. Monthly training on specific topics is hosted throughout the academic year for Divisions/Departments/Staff and covers a range of information for campus to use while conducting day-to-day business operations for the university. Please check the Service Center All Campus Training Calendar for Open Sessions which are typically scheduled for the 3rd Wednesday of most months during the academic year. Reservations are preferred to help with planning, but walk-ins are welcome. A typical session may cover Receivables, Payables, Purchasing, Contract types, and other topics such as Budget, use of Cognos Reports dashboard, and Forms.
Banner training can be acquired through several resources including:
-
- FIS Banner Online Presentations - Self Paced
- FIS Closing of the Books - Annual Business Services workshop
- FIS Banner Training Workshops - All campus_through Service Center
- FIS Cognos Reports - How to Understand Financial Reports_through Service Center
- FIS Banner Open Sessions - Banner core topic training_through Service Center
- FIS Banner - Individual Training for Banner skill-building_through Service Center
- FIS Banner Finance Training Manual
Questions? Contact Business Services or call 541-552-6631 Fiscal Coordinator.
Or email Accounting Manager: fis-training@sou.edu
Online Training
FIS Banner On-line Training Presentations
Training topics are saved here as PowerPoint (PPTX) Presentations. This enables faculty/staff to move through the presentations at their own pace. These materials are the same as presented in the FIS Banner Training Workshops.
The PPTX Presentations listed below cover a range of business topics and are bundled by areas of function for ease in working through self-paced training. Topics include: Accounting, Budget, Bursar, Contracts, Payroll, Purchasing and more. In addition, it is recommended you attend the FIS Banner Workshops for updates and to hear other unique subject matter.
Presentation Topics:
Click on Topic heading below. Sorted by function; Presentations in alpha-order. You must be logged in to your SOU Gmail account in this browser in order to download these presentations.
Note: How to access online powerpoint presentations
Open new browser, Open Gmail, Open New Tab, go to MYSOU and navigate to Business Services website, Training page.
Accounting
Budget
Bursar
Contracting
Facilities Management
Grants
Human Resources
Payroll
Payables
Purchasing - Pcard
Purchasing - Travel
Student Support Network
All Campus Training
FIS Banner Training Workshops
SOU Banner Finance Workshops are hosted throughout the academic year. The intention of Business Services hosting FIS Banner Training 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. We recommend you plan to attend to learn details about new procedures that may come up throughout the year and to meet other campus FIS Banner users.
Typically the FIS Workshops are held in the Hannon Library Electronic classroom, Room 114, from 8:30AM -3:00PM. All FIS Banner Training Workshops are supported by On-line Presentations (PPTX) and the information presented at the workshops is the same information stored on-line.
Each workshop has unique topics:
Schedule information will be posted here prior to Workshop. RSVP: fis-training@sou.edu
Reservations are recommended for the workshops in order for Business Services to plan and also to save a workstation. However, the schedule is flexible and you are able to attend all subjects presented, or only a few. Walk-ins are welcome.
One advantage about attending a Workshop is that you are able to take notes on the PowerPoint presentation and save back to your Personal-drive. No need to print out all the presentation materials as you have ease of access both on the Business Services website and also your P-drive.
Presenters may include Business Services staff or other Department staff across campus.
Open Training - Banner skill building sessions
Business Services hosts Open Training Sessions most months 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 faculty/staff on campus involved in Finance or Fund management are encouraged to attend to learn about reports, new or updated procedures, forms, process changes, work on our particular issues, or to share your ideas.
These Open Sessions are about an hour long and have a core topic but are basically open to work with campus attendees in Banner mid-level skill building. Faculty and staff are encouraged to attend open sessions for answers on process or procedures, or to share ideas.
Open Sessions – bring your work issues and/or ideas.
Typical core subjects would include:
-
- How to run reports in FIS Banner and/or Cognos.
- Accounts payable Invoices
- Personal reimbursements
- Procurement Card (PCard) use and clearing expense to Dept. Index
- Fixed Assets
- Banner questions related to accounting topics
Business Services Mission & Staff Page
All Campus "TRAINING CALENDAR" (below)
Business Services ensures that all campus departments are provided with general training on FIS Banner Policy and Procedures throughout the academic year. SOU Training Workshops are hosted for all campus typically during October, November, and March. Additional training on policy/procedure takes place about once a month for more specific training of small groups. Individual training is by appointment and typically will start would with your Service Center contact. Location for Workshops is usually the Library or Computer Science Building PC East/West or in the Service Center.
Open your Gmail Calendar and toggle to Google Calendar: "FIS All Campus Banner Training Calendar"
You may open this calendar with your daily calendar to see upcoming training dates.
Past Training
FY20
May 22, 2019 - All Campus Training - Annual meeting
Business Services Closing of the Books - SU 319, 10:30-11:30AM
Agenda on Accounting "Year End" tabMay 8, 2019 Wed 10-noon Library Classroom 113
- Service Center Pre-Meeting on Adjusting Entries
- Operational Closing tasks and cut-off dates for debits and credits
- What to convey to Campus
March 15, 2019 Friday 9-noon (Library Room 352) -
- Financial Operations Ethics and Red Flag Scenarios
- Presenter: Ryan Schnobrich, Interal Auditor with Business Services
- Presenter: Tina Cripe, Bursar Office - Business Services
- Documentation: tba
Who should attend: FIS Banner users and/or those staff who wish to develop accounting technical/ judgement skills
October 25, 2018
November 29, 2018 TH
- Transitioning to FIS Banner 9.x - BSVC Practice Session Service Center & Core users
- Location: PC East 1PM-4PM
- Presenter_Business Services & Service Center collaborative practice
December 13, 2018
December 17, 2018
REVENUE - Agenda-Revenue Recognition 12/13/2018
January 24, 2019 DEPOSITS and EXPENDITURES - Done
- Financial Operations - Deposits and Expenditures
- Location: Library Meese Room, Room 352
- Time: 9:00AM - noon
- Who should attend: Service Center and Business Services Accounting Technical Specialist and Accountant staff
February 22, 2019_10AM-noon (Library Classroom 113)
- Cognos Reports - Exception Reports Training and Practice "Other" Report Menus
Presenter_Business Services staff
- Practice: Cognos Dashboard Report Menus
FY19
Business Services Training - Fiscal Year 2019
Program: Fraud Deterrence and Prevention Skills for Manager and Staff
Date: October 25, 2018 Thursday
Time: 9:00AM-11:00AM
Location: Meese Room 305 (Library)
FY18
October 2018 - SOU Procedures Manual
Account Coding foucs - Steve Larvick
FY17
FY 15
|
|
|
|
Date
|
Training
|
Topic
|
Core Subject
|
| 1/22/2015 |
Academic Scheduling |
Tuition Redistribution |
Accounting for SVC |
| 1/27/2015 |
Report Training |
FIS Banner Reports |
Accounting for SVC |
| 4/9/20115 |
Closing of the Books |
SOU Fiscal Year End |
Accounting for SVC |
| 4/24/2015 |
BiQuery Report Conversion |
Cognos conversions |
Accounting for BSV |
| 4/24/2015 |
Grants Training |
Service Center training |
Accounting for SVC |
| 5/12/2015 |
EDW Testing (week) |
IT EDW training |
Accounting for BSV |
| 5/18/2015 |
WACUBO |
Communicating Financial Information & Lessons |
Accounting for SVC |
| 5/19/2015 |
Closing of the Books |
SOU Fisca Year End |
Accounting All Campus |
| Weekly |
Budget |
Skills training |
Accounting for SVC |
| Monthly |
Policy & Procedure |
Mid-level skills training |
Accounting for SVC |
| 8/25/2015 |
FIS Banner Workshop |
Mid-level skills training |
Accounting for SVC |
| 9/16/2015 |
Cash Net Training |
Running Reports |
Accounting for SVC |
| Oct-Dec 2015 |
WTE Training |
Banner Web Time Entry |
Student Payroll |
| 11/11/2015 |
All Campus Training |
Open Banner Sessions |
Support Teams in SVC |
FY 14
|
Date
|
Training
|
Topic
|
Core Subjects
|
| June 3, 2014 |
Dept Cross |
Service Center |
FIS Banner; Procedural Tips; Skill-building Areas; Financial Structure; Understanding Reports & Revenue |
| May 28-May 29, 2014 |
Open Session |
Financial Reports |
Cognos Reports |
| May 16, 2014 |
FIS Banner |
Accounting |
Closing of the Books |
| May 2, 2014 |
FIS Banner |
Accounting |
Closing of the Books & Reports |
| March 14, 2014 |
FIS Banner |
Accounting & Reports |
Cognos; Fund Types; Banner screens; Invoices; Inter Reim; PCards |
| February 26, 2014 |
Open Session |
Financial Reports |
Cognos Reports "how to" and Banner FOAPAL |
| January 28, 2014 |
Open Session |
Financial Reports |
Cognos Reports "how to" and Banner Payables |
| November 22, 2013 |
Open Session |
Financial Reports |
Understanding Financial Reports, Cognos Reports |
| November 14, 2014 |
Open Session |
Accounting |
Records Retention; Accounts JVs; Payroll; Banner Screens; Report Intro; Web site Tour |
| October 25, 2013 |
FIS Banner |
Accounting |
Payables; Procurement; FA; Travel; JV; Banner Screens; Web; Cognos Intro |
| July 11-July 23, 2013 |
Open Sessions (6) |
Procurement PCard module - training all campus to clear expense |
|
FY 13
|
Date
|
Training
|
Topic
|
Core Subject
|
| June 2013 |
FIS Banner Workshop |
Purchasing |
PCard Module Intro |
| May 23, 2013 |
FIS Banner Workshop |
Accounting |
Closing of the Books |
| April 2013 |
OUS Training |
Business Services |
Fraud Detection |
| March 1, 2014 |
Open Sessions AM & PM |
Accounting |
Banner Screens; Manual Encumbrances; Tuition Re-Dist |
| November 30, 2012 |
FIS Banner Workshop |
Accounting |
General-FOAPAL |
| November 2, 2012 |
FIS Banner Workshop |
Accounting |
Basics- GL; AP; Cash handling |
| June 21 & June 27, 2012 |
FIS Banner Workshop |
Accounting |
Fin Irreg; Identify Procurement; PSC; Detail Codes; C-Billing; Transfers; Payroll & Hiring |
Individual Training
Individual Training
One-on-one training is available throughout the year for new or current employees within a department on how to conduct day-to-day business activities. Please contact Service Center to arrange times for individual or specific training. The focus of this training is on responsibilities in Purchasing/Invoices, Travel, Payroll, Budget, and working in FIS Banner screens. You may get to the Service Center Web page through this link:
http://www.sou.edu/sc/index.html
For Business Services, should you want individual accounting or to arrange for small group training, contact the Fiscal Coordinator in Business Services. (541-552-6631), email: jonesde@sou.edu
Training Objectives
Increase FIS Banner comprehension of the following:
- Banner FIS Training Manual
- Reading budget balances
- Reading Fund balances
- Understanding Banner Finance index, fund, and organization code structure.
Build FIS Banner skills in the following:
- Navigation in Banner Finance
- Journal voucher entry
- Printing reading Banner Finance reports
Training Resources Contact
Business Services - Policy / Procedures / Accounting
Service Center - Traing on day-to-day operations, Budget, and Understanding Financial Reports
Staff Contact lists:
Business Services Central Service Center
