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1
Introduction to Banner
Finance Self Service
Training objective: To demonstrate logging
on to Banner Finance Self Service and
understanding the account structure for
Budget Queries
Training Outcome: The user will be
able to:
• Log into Banner Finance Self
Service
• Basic Knowledge of the FOAPA-
Account Structure
2
Chart of Accounts
•The Chart of Accounts is the numbering system used by Banner to capture financial transactions and facilitate retrieval of information and financial reporting. The Chart of Accounts is defined by the letter “M” for GCC.
•GCC’s chart of accounts structure is composed of five elements: Fund, Organization, Account, Program, and Activity (FOAPA).
FOAPAL Sample
NOTE: The department provides the FOAPA to
query into self service to which only limited to
department budget account. However, a Banner
Access Request Form must be filled out and turned
in to HR to allow access to Banner Self Service site.
See next slide for sample.
FUND ORG ACCOUNT PROGRAM ACTIVITY
12 3010 7240 55 XXXX
5. Enter Query Parameters
- Fiscal Year/Period: i.e. FY 2012, Period 09
- Comparison Fiscal Year/Period: (Optional)
- Commitment: Type: 3 options (All, Committed, Uncommitted) (i.e. selected
All)
- Chart: M
- FOAPAL elements: at a MINIMUM MUST HAVE FUND AND ORGANIZATION
CODE: (i.e. FOAPA – 12.3010.7240.55.xxxx)
- Click on “Submit Query”
6. Submit Query will appear on a Budget Report as follow: Note: Amount bolded
in color (BLUE) can be drill down further (i.e. see samples below)