Finance and Budget

University Controller’s Office

Banner Finance courses

In order to receive initial access to Banner Finance, you will need to complete a prerequisite course.

In Talent@VCU, the training is named Banner Basic Navigation and System/Data Security. You may self-enroll in this course. You must complete both the online class and quiz. If you have any questions related to this course, please contact HR Learning and Development at learndev@vcu.edu.

Steps for Banner Finance access

  1. The employee must complete the required Banner Basic Navigation course (as outlined above).

  2. The employee’s supervisor or fiscal administrator will need to submit a ticket requesting Banner Finance access. The ticket is submitted at itsupport.vcu.edu by selecting the following options:  Accounts & Access → University Administrative Resources → Banner Finance → Request/Modify Account.

  3. Once the ticket is submitted, you will be emailed with instructions regarding the Banner Finance training courses you will need to complete. These are not self-enrollment courses. The security team will enroll you in the required courses. You will have two weeks to complete the training.

  4. Once you have successfully completed the training with 100%, reply to the training email to notify the security team. Once this notification is received, Banner Finance access will be granted.

For more additional resources and job aids, go to Banner Finance job aids.

Banner login

Banner Finance training courses

Banner Finance security levels have different training requirements. Users will be enrolled in the required Canvas courses after the ticket is submitted. These are not self-enrollment courses. Existing users are required to have completed training within the last two years before additional access can be granted.

  • Course Name: TRAIN 201 - Mandatory Fiscal Training: Fiscal Responsibilities and Internal Controls

    Description: Overviews internal controls.  Required for all Banner Finance users.

  • Course Name: TRAIN 202 - Banner FOAPAL-Forms-Transactions

    Description: Overviews budget entries, journal vouchers, cash receipt and encumbrance removals. Required for entry or approval access.

  • Course Name: TRAIN 204 - Banner Fixed Assets

    Description: Overviews the responsibilities and resources for fixed asset custodians. Required for fixed asset custodians.

  • Course name: TRAIN 205 - SAS Enterprise Guide Training for Banner Finance ODS

    Description: Overviews VCU data warehouse for ad-hoc reporting. Required for Banner Finance access to data warehouse