University Controller's Office
Banner Finance

Banner Finance Job Aids

Welcome to Banner Finance Job Aids. On this page you can find Banner Finance reference materials in the left menu and quick how-to links below.

Most of the reference materials on this page are in Adobe Acrobat PDF format. You can download a free copy of Adobe Acrobat Reader from the Adobe Website.

If you are looking for more comprehensive training presentations, please visit the Banner Finance Training page,

Need help with a topic not covered here? Contact us at or call the Banner Finance Help Desk at 828-0388.


How do I?


Learn the Basics?


Get Banner Finance access?


Pick the best internet browser for Banner Finance?


Customize my Banner form names?


What are Banner forms?


What are Banner indexes (org codes) and accounts?


What are Banner document types?


What are Banner rule classes (rule codes)?


What is organizational hierarchy?


find financial data


Find budget and expense totals for my index (org)?


View transactions posted to a Banner index (org) and account?


View a list of encumbrances (purchase orders) posted to my index(org)?


Download information from a Banner form?


View purchase order and/or payment information in Banner?


Look up a vendor in Banner?



Enter and Approve Transactions?


Receive a purchase order in Banner Finance?


Find Banner Finance Reports?

Manage my Banner Finance Orgs/KIndexes?

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