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
Budgeting Office
budgeting@eku.edu
https://budgeting.eku.edu/training
622-8867