Training

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Banner Finance 101

Description: This course provides an overview of accounting concepts with a focus on accounting specific to SHSU (FOAPAL elements, forms, etc.). The course teaches understanding and use of common and important finance forms in Banner, as well as methods to query information (i.e. Banner XE and Cognos). Additionally, the course teaches the proper use and preparation of Interdepartmental Transfer and Transaction Correction forms.

Prerequisite: Banner General Navigation

Duration: 1.5 hours

Type: OnDemand in Talent Management

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Approvals

Description: This course provides an overview of the approval process as well as step-by-step instructions to review and approve documents within Banner XE, Banner Self-Service, Bearkat Buy, and Chrome River systems. This training is required for director level and above, and back-up personnel.

Prerequisite: Banner General Navigation or Online Banner Finance 101, Intro to Budget

Duration: 30 minutes

Type: OnDemand in Talent Management

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Grants

Description: This course provides personalized 1-on-1 training for individuals using and/or managing grant funds.

Prerequisite: Banner General Navigation or Online Banner Finance 101, Intro to Budget

Duration: 30 minutes

Type: Instructor-Led in person or virtually

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