New Banner Users must fill out a Banner Access Form and attend the required training classes to obtain access to Banner and EKU Direct Banner Self Serve. Existing Users may attend any class as many times as needed.

Banner 101 - Navigation (Required to obtain access to Banner (not EKU Direct))

Banner F04 - Finance Requisition & Receiving (prerequisite Banner 101 - Navigation)

During this session, participants will view budgeting forms to obtain the available balance for the operating budget. Also the participant will gain skills for creating purchase orders and Central Stores requisitions, and receiving processes. A requisition is created in order to obtain goods/services from a vendor or from the EKU Central Stores warehouse. A purchase receipt is created in order to acknowledge receipt of goods/services from the vendor.

Banner F05 -Finance General Budgeting (prerequisite Banner 101 - Navigation)

During this session, participants will gain skills to assist in managing their current operating budget. This includes analyzing financial transactions and reviewing budget to actual reports. Also the participants will gain skills in printing the monthly budget reports from Eprint.

Banner F06 - Finance Grant Budgeting (prerequisite Banner 101 - Navigation)

This class is intended for grant project managers/directors or those who have responsibilities for maintaining/monitoring grant budgets. During this session, participants will gain skills to assist in managing their current operating budget. This includes analyzing financial transactions and reviewing budget to actual reports. Also the participant will gain skills for processing and printing grants reports.

Banner Self Serve - Budget Development (EKU Direct Access)

This class is intended for individuals responsible for Institutional base budget maintenance (financial managers or authorized signers) and is only offered during the spring of each year. During this session, participants will gain skills to reallocate budgets in his/her area. If you are not directly responsible for an organization, this training is not needed. This does not included grants.

Banner Self Serve - Budget Queries (EKU Direct Access)

Banner Self Serve is a user friendly alternative to Banner Native.This class is intended for individuals that use Banner Finance to review a budget. ( i.e. VP, AVP, Deans, Chairs, Administrative Assistance, Office Associate, etc.) These sessions are geared for individuals that have financial responsible for either/both Grant and Institutional organizations.

During this session, participants will gain skills to query financial information including budget balance available, transaction detail, encumbrance status, disbursement information and purchase order activity.  Features of Finance Self Service that allow for efficient querying of data include:
Ability to "drill down" to transaction detail
Ability to view related documents
Option of performing fiscal year comparisons
Option of saving queries as templates
Option of downloading data to a Microsoft Excel spreadsheet

All training classes will be offered once an monthly and will be announced in EKU Today. Please watch for the announcement and sign up for the appropriate training class.

If you have any question concerning training classes the Helpdesk (622-3000 option 3) or e-mail Office of Budgeting