Banner Finance Information

Banner Documentation

General Information

Banner Finance Training Materials

The following materials will be provided to you at the beginning of each course, however, they are also listed here for your convenience.

Faculty Resources

Available Balance

(1001-xxxxx) General Fund Accounts

  1. Login to Banner INB
  2. Type ‘FGIBDST’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query, press TAB to have INB automatically display Fund-Org- -Program
  5. Uncheck ‘Include Revenue Accounts’ Checkbox
  6. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  7. Current Fund Balance is displayed at bottom right.

(1xxxxx) Professional/Research Development Accounts

  1. Login to Banner INB
  2. Type ‘FGITBSR’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Current Fund Balance is displayed at the bottom. If Debit/Credit field at bottom reads: ‘Credit’ = surplus / ‘Debit’ = deficit.
  7. If there are any encumbrances on the account, you must subtract the ‘Current Balance’ in account code ‘3011 (Encumbrance Control Actual)’ for Current Fund Balance to be correct.

(27xxxx) School-Side Gift Funds

  1. Login to Banner INB
  2. Type ‘FGITBSR’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Current Fund Balance is displayed at the bottom. If Debit/Credit field at bottom reads: ‘Credit’ = surplus / ‘Debit’ = deficit.
  7. If there are any encumbrances on the account, you must subtract the ‘Current Balance’ in account code ‘3011 (Encumbrance Control Actual)’ for Current Fund Balance to be correct.

(3xxxxx) Auxiliary Funds

  1. Login to Banner INB
  2. Type ‘FGITBSR’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Current Fund Balance is displayed at the bottom. If Debit/Credit field at bottom reads: ‘Credit’ = surplus / ‘Debit’ = deficit.
  7. If there are any encumbrances on the account, you must subtract the ‘Current Balance’ in account code ‘3011 (Encumbrance Control Actual)’ for Current Fund Balance to be correct.

(4xxxxx) Research Project/Grant Funds

  1. Login to Banner INB
  2. Type ‘FRIGITD’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ (capital letter O)
  4. Type in Grant number of ‘account’ you would like to query
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Available Balance is displayed at bottom-right
  7. Note: Data displayed by inception-to-date rather than year-to-date

(6xxxxx) ‘New’ Style Foundation Accounts

  1. Login to Banner INB
  2. Type ‘FGIBDST’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query, press TAB to have INB automatically display Fund-Org- -Program
  5. Uncheck ‘Include Revenue Accounts’ Checkbox
  6. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  7. Current Fund Balance is displayed at bottom right.

Transaction Detail

(1001-xxxxx) General Fund Accounts

  1. Login to Banner INB
  2. Type ‘FGIBDST’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query, press TAB to have INB automatically display Fund-Org- -Program
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Current Fund Balance is displayed at bottom right.
  7. Press ‘F3’ (‘Fn’+F3 on Mac computers) to drill down for further transaction detail.

(1xxxxx) Professional/Research Development Accounts

  1. Login to Banner INB
  2. Type ‘FGIBDST’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query, press TAB to have INB automatically display Fund-Org- -Program
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Press ‘F3’ (‘Fn’+F3 on Mac computers) to see further transaction detail

(27xxxx) School-Side Gift Funds

  1. Login to Banner INB
  2. Type ‘FGIBDST’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query, press TAB to have INB automatically display Fund-Org- -Program
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Press ‘F3’ (‘Fn’+F3 on Mac computers) to see further transaction detail

(3xxxxx) Auxiliary Funds

  1. Login to Banner INB
  2. Type ‘FGIBDST’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query, press TAB to have INB automatically display F-O- -P
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Press ‘F3’ (‘Fn’+F3 on Mac computers) to see further transaction detail

(4xxxxx) Research Project/Grant Funds

  1. Login to Banner INB
  2. Type ‘FRIGITD’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ (capital letter O)
  4. Type in Grant number of ‘account’ you would like to query
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Press ‘F4’ (‘Fn’+F4 on Mac computers) to see further transaction detail (‘F3’ on subsequent screen for document detail)
  7. Note: Data displayed by inception-to-date rather than year-to-date

(6xxxxx) ‘New’ Style Foundation Accounts

  1. Login to Banner INB
  2. Type ‘FGIBDST’ in Go To field, press ENTER
  3. Ensure COA is ‘O’ and Fiscal Year is current
  4. Type in Index number for ‘account’ you would like to query, press TAB to have INB automatically display Fund-Org- -Program
  5. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  6. Current Fund Balance is displayed at bottom right.
  7. Press ‘F3’ (‘Fn’+F3 on Mac computers) to see further transaction detail

Document Reference (by Doc Type)

Invoice (I0######)

  1. Login to Banner INB
  2. Type ‘FAIINVE’ in Go To field, press ENTER OR Select document number when located in FGITRND screen and press ‘F3’
  3. Type Document Number in ‘Document’ Field. Automatically fills in if coming from FGITRND
  4. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  5. Continue to press ‘Ctrl+PageDown’ to see additional invoice details

Journal Entry (___######)

  1. Login to Banner INB
  2. Type ‘FGIDOCR’ in Go To field, press ENTER
  3. Type Document Number in ‘Document’ Field
  4. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  5. Scroll down to see additional line items

Purchase Order-General Info (P0#####)

  1. Login to Banner INB
  2. Type ‘FPIPURR’ in Go To field, press ENTER OR Select document number when located in FGITRND screen and press ‘F3’
  3. Type Document Number in ‘Document’ Field. Automatically fills in if coming from FGITRND
  4. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  5. Continue to press ‘Ctrl+PageDown’ to see additional purchase order details

 

Purchase Order-Remaining Balance (P0#####)

  1. Login to Banner INB
  2. Type ‘FGIENCD’ in Go To field, press ENTER
  3. Type Document Number in ‘Document’ Field.
  4. Press ‘Ctrl+PageDown’ or click ‘Next Block’ Icon in toolbar
  5. Note that the second ‘block’ may have multiple items in it. Press the down arrow when in this ‘block‘ to view them.
  6. Very last line shows the remaining balance of the encumbrance.

Faculty Handbook

Contact Us

Controller’s Office
Guggenheim Hall, 224
1500 Illinois St.
Golden, CO 80401

Tressa Constantineau Ries, CPA
Controller
303-273-3262
tries@mines.edu

Nicole Horton
Program Assistant
303-273-3166
nhorton@mines.edu

Website questions?
Contact Donnie Persichitte