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Southern Oregon University

Business Services

Banner Finance Training Workshop - Friday, March 1, 2013

Sponsored by Business Services
The SOU Banner Finance Workshop Presentation Schedule is listed below.  Updates will be made to this page as Presentations are finalized.  Please feel free to attend all sessions or only a few. 

Topics:
The morning session will cover Banner Finance Topics.  The afternoon session is where you are invited to bring Banner issues to be discussed or problems to solve.  
Note:  Not necessary, however whenever possible, please send issues in advance to Business Services FIS Processing functional expert (so class examples can be prepared).    

SOU Banner Finance Workshop
Special Topics - Session 3
  Date:  Friday, March 1, 2013
Location:  Hannon Library, Room 114

Times:
8:30 a.m. to noon ............Finance Topics
1:30 p.m. to 2:30 p.m. .....Open Session - Bring your issues to discuss/solve!

Presentation Schedule:

Time   Topic  Description Finance Topics: Presenter 
 8:30 AM  1  Introduction & Training Format Debbie Jones 
 8:45 AM  2 Finance Structure - Chart of Accounts & General Ledger  Jim Berry
 9:00 AM  3 Finance - Exploring  Banner Forms and Reports Lee (Tiki) McClure 
 9:15 AM  4 Gift Deposit and Form Deborah Michaels 
 9:30 AM   5

Manual Encumbrances - When to use and Why

Posting Manual Encumbrances

Jim Berry
 9:45 AM  6 Records and Retention - Overview Debbie Jones
10:00 AM  7 Q&A  All
10:15 AM  

BREAK

 
10:30 AM 8

Travel Reimbursement - Focus on One-Day Trips

Debbie Jones/Jill Hernandez
10:45 AM 9 More on Centralized Billing - When to Use and Why JayneAtkins/SuAnneCleveland
11:00 AM 10 Invoice Potpourri   (Accounts Payable, Vendors & more)  Mark Gibbons
11:15 AM 11 Oops!  Made a Mistake...Now What?  (Invoices) Mark Gibbons
11:30 AM   Scenarios Jim Berry
11:45 AM   Q&A All

 

Time    Description   
12:00 Noon  12 LUNCH BREAK  
 1:30 PM 13 Bring your Issues                                                                       All Campus             
 2:30 PM    END