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

  1. Complete the Banner Navigation training.
  2. Complete the Banner Online Account Request. Click HERE for instructions.  (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
Financial Manager

657-1682
rebecca.emter@msubillings.edu

Juli Madden
Accountant
657-1631
juli.madden@msubillings.edu