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Southern Oregon University


All Campus Banner Finance - Training Format

Welcome to Business Services Training Page. 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.  

NEXT Banner Finance (FIS) Training:

Friday, May 2nd, 2014 - Closing of the Books 

9:00 AM-12:00 PM
1:30 PM-3:30 PM (tba)

Library Classroom, Room 114
Presented by: Business Service staff

Questions and/or RSVP through 

Overall Banner FIS Training Resources

Banner training can be acquired through several resources including:

    •                 FIS Banner On-line Presentations - Self Paced
    •                 FIS Banner Training Workshops - All campus
    •                 FIS Banner Open Sessions - Banner skill building
    •                 FIS Banner - Individual Training
    •                 FIS Banner Finance Training Manu

Training Resources Contact  
Debbie Jones, Fiscal Coordinator, Business Services

On-line 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:   

Sorted by function; Presentations in alpha-order 


Open Skill Sessions

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

Individual Training

Individual Training

One-on-one training is available throughout the year for new employees or to meet specific needs within a department. These one-hour sessions are typically conducted at your personal computer. The goal is to have hands-on use of  BannerTM Finance screens.

Staff members are able to arrange for individual time with Business Services staff to train in specific areas such as: General Accounting, Purchasing/Invoices, Travel, Payroll, Budget, Banner Screens, Understanding Reports and more. This is helpful for new learning, review or 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 training in any specific area.  Please refer to:

Training Contact List


Dates, Times, Registration for Training

For dates, time and registration of individual training or to arrange for other small group training, contact Business Services Accounting Manager, Patti Eliot, (552-6065),

If you have any issues, the Fiscal Coordinator can assist with arranging for training or in connecting you to the right person.  Contact Debbie Jones, (552-6631),

FIS training requests may be sent directly to:

Training Objectives

1. Increase FIS Banner comprehension of the following:
   (a) Banner FIS Training Manual, click here
   (b) Reading budget balances
   (c) Reading fund balances
   (d) Understanding Banner Finance index, fund, and organization code structure.

2. Build FIS Banner skills in the following:
   (a) Navigation in Banner Finance
   (b) Journal voucher entry
   (c) Printing and reading Banner Finance reports



Meet Our Staff

Business Services staff is available to answer questions, explain processes or new procedures, and assist in training Banner tasks. These staff members  will host the Open Sessions and FIS Banner Training Workshops. The core topics of the workshops will cover Accounting and Reporting, Cash Handling, Payroll, Printing and Copy services, Purchasing, including Travel or other personal reimbursements and other cross-Department subjects.

Please refer to Business Services Mission and Staff   page for a list of current staff and their roles. 

Accounting & Reporting

Patti Eliot, Accounting Manager





Victoria Vannice, Financial Services Office Specialist

General questions and training, RSVP





Debbie Jones, Fiscal Coordinator

                           Reporting, Training and Workflow development




Jayne Atkins, Accountant

Loans and Fixed Assets





Lee (Tiki) McClure, Accountant

Grants and Chart Maintenance 





Mark Gibbons, Purchasing Agent

Payables and Procurement (Pcard) Administration






Jill Hernandez, Accounts Payable Specialist

Travel Office



Business Services

Southern Oregon University
Churchill Hall, Room 154
1250 Siskiyou Blvd.
Ashland, OR 97520

Please contact Business Services Department if you have questions or input you would like to share.