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