Information Technology A to Z Index

Training: Banner Finance Self-Serve (Budget Queries in EKUDirect)

Class Length

2 hours

Who is it for?

Individuals who:

  • Review a budget
  • Are responsible for a grant and/or institutional organization 
  • Are experienced and new finance users

Description

User friendly alternative to Banner (INB)
Gain skills in querying financial information:

  • Budget balance
  • Transaction detail
  • Encumbrance status
  • Disbursement information
  • Purchase order activity

Features

  • "Drill down" to transaction detail
  • View related documents
  • Compare fiscal years
  • Save queries as templates
  • Download data to a Microsoft Excel spreadsheet

Pre-Requisites

  • Verification from IT that access has been setup
  • Log-in information for EKUDirect
  • Budget codes (funds and organization)

Training Schedule

Contact Information

Angie McDaniel
Angie.McDaniel@eku.edu
859-622-8101