Reading Budget Balances in Banner and Other Related Budget Information HRD Class CT250 Instructor: Bryan Elmore, Senior Accountant Budget Services Phone:

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Presentation transcript:

Reading Budget Balances in Banner and Other Related Budget Information HRD Class CT250 Instructor: Bryan Elmore, Senior Accountant Budget Services Phone: Website: /business_office/budget/

Topics for Discussion Banner Self Service (SSB) Banner Self Service (SSB) –Budget Queries –Transfers (Regular & Multi-Line) –Document Approvals –View Documents Banner Admin (Admin) Banner Admin (Admin) –Budget Status (FGIBDST) –Pool Balances (FGIBAVL) –Cash Balances (FGITBAL, FGITBSR)

Budget Queries Budget Status by Account Budget Status by Account Budget Status by Organizational Hierarchy Budget Status by Organizational Hierarchy Budget Quick Query Budget Quick Query

Budget Queries (cont.) 10 Total Operating Ledger Data Columns  Adopted Budget (Original Budget - BD01)  Budget Adjustment (AU04, BD04)  Adjusted Budget  Year-to-Date  Commitments  Available Balance

Budget Queries (cont.) Query Information  Fiscal Year  Budget Period  Comparison Columns  Chart  Fund/Org  Wildcard  Revenue

Reading Balances Formula for calculating balance: (Adjusted Bud) +/- (Year to Date) +/- (Commitments) = Available Balance

Budget Status by Account

Budget Status by Org. Hierarchy

Budget Transfers Regular Regular –Date –Type –Transfer Amount –Chart –Fund, Org, Account, Program –Description –Budget Period

Budget Transfers (cont.) Multiple Line Multiple Line –Date –Type –Document Amount –Chart (Each line) –Fund, Org, Account, Program –Amount –Sign Indicator –Description –Budget Period

Document Approvals Documents awaiting your approval Documents awaiting your approval Documents you can approve Documents you can approve Disapproving documents Disapproving documents

Viewing Documents Drop-down box Drop-down box View the document View the document View the history View the history

Budget Status (Admin) FGIBDST FGIBDST –Org comes before fund –No original budget –Revenue box must be checked to see revenue

Budget Availability Status FGIBAVL FGIBAVL –Must use lowest pool account number for your org –Fund comes before org –Revenue cannot be seen in this screen –Balances by pool

General Ledger Balances FGITBAL FGITBAL –Only look at these if you have stand-alone funds (no base or other unrestricted funds) –Claim on Cash (11000) –May have to add or subtract due to/due from balances FGITBSR FGITBSR –Gives you one fund balance total at bottom of screen

Other Topics Budget Status Reports (FGRBDSC) Budget Status Reports (FGRBDSC) Organizational Detail Reports (FGRODTA) Organizational Detail Reports (FGRODTA) Budget Carryover Budget Carryover