Office of Grant and Research Development
Helping the Eastern Washington University Community secure and manage external funding
The narrative below provides an explanation of how to get started with Banner Finance and produce Banner Finance award-related reports for both summary information and detailed transactions. Sections have been adapted from General Accounting and Banner INB User Guides for use by the Office of Grant and Research Development.
To run the reports, access to Banner Finance is required. Obtain the authorization form from the General Accounting website.
The Post-Award POC will help determine which training courses the PI and project staff will need for the project. A basic understanding of the Banner FOAP (chart of accounts), assigned Banner organization code(s) and Banner grant, index and fund number(s) is required. The Grants Office provides an award letter listing important FOAP information for each new award. If you do not know your Banner codes, or FOAP, please refer to the award letter and/or review the Banner FAQs on the General Accounting website.
The following Banner course is available through Human Resources:
Use the Human Resources webpage Banner Help for further information/resources.
Although the reports listed below may be run at any time during a given month, there could be additional transactions posted until the fiscal month is closed by General Accounting. Typically, each month will be closed within five to eight business days after the end of the month. The Banner Finance month end closing schedule is posted to the General Accounting website. Changes cannot be made after a fiscal month is closed; however, any necessary adjusting entries can be posted in the following month until fiscal year end.
Instructions for fiscal year end reports
An e-mail is generated each month to notify Banner users that the fiscal month is closed. Contact General Accounting to be added to the Banner_Finance_Users e-mail list.
To print hardcopy reports, you must have a Banner-capable printer. Instructions for setting up a Banner-capable printer are shown on the General Accounting website. If a Banner-capable printer isn’t an option, month end budget status reports for externally sponsored projects such as the FGRTBAL, FRRGITD, and FGRODTA can be generated on-screen and saved. Visit the Generate Electronic Banner Reports page for instructions.