For more information, click on the links below: |
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IMPORTANT INFORMATION: Banner Index Clarification
Recently, we had a number of inquiries regarding the new Banner Index Codes; specifically when these codes should be used, and what forms they should be used on. To help clarify these issues, any form submitted to Accounts Payable for payment MUST include your department’s Index Code. This means that Index Codes should be used on any and all documentation which previously asked for an old ISU account number.
Examples of forms that use the new Index Codes include, but not limited to:
- PR (Personnel Recommendation) Forms
- Travel Authorization Forms
- Travel Reimbursement Forms
Index codes are also used to make purchases, deposits, and manage departmental budgets and expenditures. Departmental account numbers will no longer be used or accepted for any type of financial transaction. In some cases, existing stocks of pre-printed forms will continue to be used. The Banner Index Code should be entered on these forms where it requests the account number.
If you have additional questions please, contact the IT Service Desk at 282-4357(help) or email help@isu.edu.
Finance/Purchasing Tab Information & Training
The new Banner Finance brings many powerful tools that will allow us to keep track of our finances very closely. Finance/Purchasing features in BengalWeb are provided to those with a "financial" role, including Account Directors, ReqMasters, and anyone else given lookup privileges by an Account Director.
The Finance tab features channels that:
- Graphically track budget and expense information. Please note, the Check Budget and Expense link will not return any records until fiscal year 2010 budgets or transactions are loaded into Banner.
- Provide detailed budget and expense information, view documents, find account and commodity codes, and more . . .
- Allow quick access to commonly used Finance and Travel forms.
- Provide PI's (Principal Investigators) with grant expiration dates.
The Purchasing tab provides channels that:
- Provide employees with contact information for Purchasing Services' friendly staff members.
- Provide links to Account Codes used to reconcile P-Card expenses (old Object Codes). Find out who buys what, look up commodity codes, find information on purchasing contracts, track orders being processed by the State of Idaho (SICOMM), and quickly access commonly used Purchasing forms.
The Finance/Purchasing section of the Tigeri Training & Support site provides complete information on using all of the many features of the Finance & Purchasing channels found in our web portal. To find out more about Argos reporting, go to: http://www.isu.edu/tigeri/training/argos/index.shtml.
Where do Employees go for Training?
Finance Open Demonstrations
Everyone who is an Account Director, ReqMaster, or has Finance lookup privileges should attend one of these sessions to learn about budget & document queries, requisition approval, and more…
Place: |
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Rendezvous 118 (no registration needed) |
Dates/Times: |
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7/7 10 a.m.-12 p.m. |
July 7 - Distance Learning Finance Demonstration, 2-4 pm in Pocatello – LIBR B16, Boise – 141, Twin Falls – C89, IF – 311
Argos Open Demonstrations
All Time Approvers, Account Directors, ReqMasters, and others with Finance or HR lookup privileges will be interested in learning how to use this reporting tool.
Place: |
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Rendezvous 118 (no registration needed) |
Dates/Times: |
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7/9 9-10:30 a.m. |
July 9 – Distance Learning Argos Demonstration, 2-3:30 pm in Pocatello – LIBR B16, Boise – 141, Twin Falls – C89, IF – 311
Finance & Argos Hands-On– optional
If you are a Time Approver, Account Director, ReqMaster or have Finance or HR lookup privileges and would like additional guided practice in a lab, or if you’d rather attend a hands-on session instead of an open demonstration, THIS IS FOR YOU! A training schedule is provided below.
Place: |
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BA 506 (Register at freeway.isu.edu) |
Dates/Times: |
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7/10 10 a.m.-12 p.m. |
See the Tigeri Training calendar at www.isu.edu/tigeri/training/calendar.shtml for more information about training opportunities.
If you have additional questions, or if you experience technical difficulties, contact the IT Service Desk at 282-4357(help) or email help@isu.edu.