Introduction to INB FinanceNavigation & General Ledger

Queries

Instructions on:

√ Login in to Banner Slide 3

√ Changing your password Slide 6

√ Banner Navigation Slide 7

√ Banner Shortcuts Slide 8

√ General Ledger Activity Form Slide 9

√ Downloading General Ledger Data Slide 10

√ General Ledger Trial Balance Slide 12

√ General Ledger Detail Slide 13

Dixie State University Homepage

Select Faculty & Staff then Banner Links or enter htt;://www,Dixie.edu/it/banner

Click on “Banner (PROD)”

Click on a Banner Link

User Login Screen

Enter your username and Password in the fields. You should receive Finance Access after completing a “Banner Finance Access Request” form from Business Services.

Click connect

Changing your passwordEnter GUAPSWD into the “Go To” field

Enter your Banner User ID and Password

Enter your new Password twice

Once you click save you should get the following message

Click “OK”

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Banner Shortcuts

General Ledger Activity Form (FGIGLAC)Enter FGIGLAC into the “Go To” field

* Optional Enter Account Code

Control Page Down F8

Enter D in Chart Field

Enter Fiscal Year

Enter Index or Fund Code

Enter Index or Fund Code

General Ledger Activity Form

Due to the number of records in FGBTRND the total for all records is not displayed automatically. To see the total go to “Options” on the menu and choose “Query Total for all records”

To download the data perform the following steps:Go to “Help” on the menu Click on “Extract Data No Key”Click “Open” in the File Download box

Downloaded Data from FGIGLAC

For easier viewing in Excel go to column H enter in the following formula to change column F to credits and debits =IF(G1="C",-F1,F1) copy this formula to the last row in your spreadsheet, then copy and paste values into column F, delete columns G & H.

General Ledger Trial Balance from FGITBAL

Control Page Down

* Optional Enter Account Code

Enter D in Chart Field

Enter Fiscal Year

*Optional Enter Account Type

Enter Fund Code

Enter FGITBAL into the “Go To” field

General Ledger DetailFor detail about the highlighted balance go to “Options” choose “Query General Ledger Activity Info”

Notes

Contact the Admin Computing Office about: User ID

PIN.

Help with Self-Service can be obtained by contacting: Business Services Staff

The End