To obtain a Banner Finance Account, complete the following steps:

  1. Complete Banner Training (see Banner Navigation Training instructions)
  2. Complete the Banner Online Account Request. Review instructions on how to sign up for a new Banner Finance Account. (Note:  It is helpful to include the name of a current or former employee's Banner account to model the access after.)
  3. Complete the Banner Index Access form.
  4. Attend a Banner Finance training session.

Banner Finance training

Banner Finance training is proved by the Financial Services Office.  If you are a new user, a training session is required before Finance access is granted.  Training sessions are held regularly and details on date/time/location are sent to the Banner Finance listserv and new users.

All Banner Finance training sessions will cover the following topics:

  • FGIBDSTBudget Status Form
    • Shows Totals of Revenues and Expenses by Index 
  • FGITRNDDetail Transaction Activity
    • Shows Detail of Revenue and Expense Transactions
  • FGIDOCRDocument Retrieval Form
    • Shows Document Detail by Document Number
  • FGITBSR - Trial Balance Summary Form
    • Shows Cash & Fund Balance
  • FAIVNDHVendor Detail History Form
    • Shows Payments made by Vendor by Fiscal Year
  • Banner Finance Reports - Covers reports used to track your Index activity and also assist in monthly reconciliations.

Banner Finance Account and Training Contacts

Rebecca Emter


Ashley Ketch