Banner User Guides, Security Forms and Information

General Information

• Logging into Banner
• General Banner Information Guide

Finance

• Banner Finance Overview (COA 3)
• Identifying Banner Finance Documents
• Common Banner Finance Pages

Approvals

• Quick Reference and Flowchart
• Approvals – Journals
• Approvals  (Requisitions, Purchase Orders, Invoices)

Procurement

• Procurement Quick Reference Guide
• Requisition User Guide
• Purchase Order User Guide
• Receiving User Guide
• Requisition – Laser Print (MIS Online)
• Low Value Orders – Laser Print (MIS Online)

Banner Security Forms

Fill in the relevant security form as per your requirements. Example to enter, approve Procurement data in Banner and view financial data fill in Form No.1. To only view financial data fill in Form No.2.

1. Request for Decentralized Procurement Functions (Data Processing) with Finance Query Access
2. Request for Finance Query Access

• • Request to Remove Banner Finance Access

Following Forms are Only for the Main Finance Office Staff (Laucala)

• Internal Finance Access – Management Section
• Internal Finance Access – Treasury Section
  • Online Payment Portal – Access Form
  • Online Payment Portal – Request Form
• Internal Finance Access – Payroll Section
• Internal Finance Access – Budget (Financial Planning Section)
• Internal Finance Access – Procurement Section
• Internal Finance Access – Accounts Payable Section
• Internal Finance Access – Accounts Receivable Section
  • Internal Finance Access – Debtors Cashier Section
  • Internal Finance Access – Debtors Students Section
  • Internal Finance Access – Debtors Section