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Banner Information - Training Sessions Offered by Accounting Services
Training Sessions Signup

To accommodate new employees or employees new to a position, the following training sessions will be offered when 5 or more individuals sign up.  A time will be scheduled that is convenient for as many potential attendees as possible.

Instructions
Check the sessions that you would like to attend, fill in your e-mail address, and then submit this form.
Training Sessions Available

 

Credit Card Reallocation on Visa Information Management (VIM) Web Site

  • Reallocating transactions to the appropriate account index and expense account code
  • Running a report of your credit card transactions

 

Banner7 Finance Basics - for new users

  • Basic Banner navigation  (terminology and how to: Next Block, Enter Query, Execute Query, Rollback, Exit)
  • Banner Finance Inquiry Forms:
    • Balance on Accounts
    • Purchase Orders and Invoices
    • Journal Vouchers (includes IBs)
    • Narrowing search for information on a form
    • Interpreting codes on forms (e.g.. document types)

 

Banner7 Finance Basics - review

Inter Account Bills vs. Reallocation of Expenditures

  • When to use them
  • How to use them
  • Web vs. Banner IBs
     
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    Discoverer and Oracle Reports

    • How to run reports
    • Which reports to run
    • Exporting Discoverer reports to Excel

     

    Microsoft Excel

    • Exporting Discoverer reports to Excel (review from session above)
    • What to do with the report once it's in Excel
    • How to use Pivot Tables
    • Excel shortcuts and other advanced topics

    Enter your full e-mail address (including the @mtu.edu):

     

    Submit your form by clicking the button below:

    Questions?  Contact Bobbie Dalquist - rbdalqui@mtu.edu or 7-2239
     

    MTU - Accounting Services
    Last revised October 4, 2004
    Copyright (C) 2002, Michigan Technological University.  All Rights Reserved.
    Michigan Technological University is an Equal Opportunity Employer/Educational Institution
    Address questions about this page to Bobbie Dalquist at rbdalqui@mtu.edu
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