Banner Finance Users

Employees new to the University’s finance system, are asked to complete the below courses prior to requesting system access.  Once you have completed the prescribed courses, e-mail banner-finance@unf.edu to request system access. 

 

 

Faculty and staff creating requisitions attend:

  1. Basic Internet Native Banner Navigation (online course)
  2. Creating a Requisition*

Faculty and staff creating budget queries, approving requisitions, direct payments or transfers attend:

  1. Finance Self Service  

Faculty and staff creating direct payments attend:

  1. Basic Internet Native Banner Navigation (online course)
  2. Finance Self Service 
  3. Direct Pay and Electronic Invoice Approval**

Pcard holders attend:

  1. P-card Policies & Procedures (online course)

P-card business/account managers attend:

  1. Basic Internet Native Banner Navigation (online course)
  2. P-card Banner Training*

Faculty and staff creating Travel Authorization Requests attend:

  1. University Domestic Travel Training 
  2. University International Travel Training*** (if processing international travel)

Faculty and staff responsible for budget development, input, disbursement and review attend:

  1. Finance Self Service 
  2. Self Service Budget Development 
  3. End of Year Training  (This course is scheduled by the Budget Office, Controller’s Office and Purchasing on an as needed basis.)

*Pre-requisite required: Basic Internet Native Banner Navigation

** Pre-requisite required: Basic Internet Native Banner Navigation and Finance Self Service

*** Pre-requisite required: University Domestic Travel Training