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Southern Oregon University

Overview

All Campus Banner Finance - Training Format

Welcome to the Business Services Training Page. The purpose of developing and hosting All Campus Training is to provide faculty and staff with information on SOU Financial Information Systems (FIS).  The focus of the FIS Banner SOU Workshops is General Accounting, General Budget, FIS Banner overview, Fiscal Year End Responsibilities, and overall All Campus Policies and Procedures. 

Refer to Training Calendar (below) for ALL Campus Training dates for topics that cover a range of policy, procedures and responsibilities.  Reservation preferred to help with planning, but walk-ins are welcome.



NEXT Banner Finance (FIS) Training:                                              

All Campus FIS Banner SOU Workshop
October 2015
Location:  TBA
RSVP:    EmailIcon fis-training@sou.edu
AGENDA to follow

Overall Banner FIS Finance Training Resources

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.

Banner training can be acquired through several resources including:

    •                 FIS Banner Online Presentations - Self Paced
    •                 FIS Banner Training Workshops - All campus
    •                 FIS Banner Open Sessions - Banner core topic training (geared for Service Center)
    •                 FIS Banner - Individual Training for Banner skill-building through Service Center
    •                 FIS Banner Finance Training Manual

 

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.

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.

Schedule information will be posted here prior to Workshop.  RSVP:  EmailIcon 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 groupsl.  Individual training is by appointment and typically will start woud 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

FY 14

Date

Training

Topic

Core Subjects

June 3, 3014 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 Cosgnos; 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 Encumberances; 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 Iregg; 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 activites.  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

Staff Contact lists:

Business Services Central   Service Center  

 Who to contact:

For overall Business Services planning and policy, contact Director Steve Larvick. email: larvick@sou.edu

For questions regarding overall training in general Accounting, University Policies and/or SOU Procedures, contact Business Services Accounting Manager, Patti Eliot, (552-6065), email:  EmailIcon eliotp@sou.edu

For dates, times and registration of participants or to arrange for small group training, contact the Fiscal Coordinator in Business Services.  Contact Debbie Jones, (552-6631), email: EmailIcon jonesde@sou.edu

FIS training requests may be sent directly to: EmailIcon fis-training@sou.edu

For questions regarding day-to-day operations and/or training at Division levels, please contact Service Center, Director Brian Kinsey, [email:  servicecenter.sou.edu] for assistance.

Training Objectives

 

  • Banner FIS Training Manual, click here.
  • Reading budget balances
  • Reading Fund balances
  • Understanding Banner Finance index, fund, and organization code structure.

 

 

  • Navigation in Banner Finance
  • Journal voucher entry
  • Printing reading Banner Finance reports

 

Training Resources Contact

Debbie Jones, Fiscal Coordinator, Business Services
Email: EmailIcon jonesde@sou.edu
Phone:  541-552-6631

 



Business Services

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

QuestionIcon1 Please contact the Business Services Department   if you have questions or input you would like to share. training.

FY 13

 

 

 

Date

Training

Topic

Core Subjects

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, 2013

Open Sessions AM & PM

Accounting

Banner Screens; Manual Encumberances; Tuition Re-Dist

November 30, 2012

FIS Banner Workshop

Accounting

General-FOAPAL elements

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