Banner Finance

If you need assistance and don't find the answer below, contact Business Systems

If you have a WebFOCUS report request contact Business Systems. Call Amy Roberts (x6419) or Kevin Patterson (x7561) if you need help with the request.

New Users Access to Banner Finance

These are instructions for establishing your initial access to Banner Finance:

  • To gain access to funds for Banner Self-Service, E-Print, and Campus Budgets Dashboard the supervisor of the employee needing access should fill out the Request Banner Account Options form.
  • New users of Banner Finance should watch the Banner Finance Training videos as soon as possible. These videos are posted on the Budget Office webpage

Campus Budgets Dashboard

An easy way to view your budgets and expenditures!

  • Description of Reports
  • Data is updated weekdays at 5 a.m., 10 a.m., 12 p.m., 2 p.m., and 9 p.m. and weekends at 7 p.m.
  • Log-in to the Campus Budgets Dashboard
  • Log-in Issues - All Banner Finance users have been given access to this dashboard. If your password is not working, or access to a report will not work for you, please e-mail Linda Atkinson at BARS@appstate.edu or call the help desk at x6266.
  • Report Issues - If you find an issue with the data in a report please contact Business Systems x7561, the Budget Office at x6432, Special Funds Accounting at x6419, or the ASU Foundation at x2341 as you see fit from the issue you have encountered.

Resources

Frequently Asked Questions

Why doesn't my password work?

Reset your password at the link above before your initial Banner Finance login. Your username and password for Banner Self-Service will be the same as your e-mail userid and password.

How should I do a budget query when first going into Banner Self-Service?

When logging into Banner Finance Self Service for the first time to perform a budget query, the fiscal year must be changed to the current fiscal year and the appropriate Chart of Accounts, either A of F (case sensitive) entered.

Who should I contact if I am having problems accessing my funds?

Please contact one of the following people by e-mail:

Why can't I log in to E-print?

  • Make sure you are using your email userid and password
  • Try the e-print link above
  • Reset your password at the link above

I am a new employee, how do I get access to my departmental budget?

The department head responsible for the budget needs to fill out the "Request Banner Account Options" providing the person's email user id, campus contact information, and the budget codes (now called funds in Banner) for access.

Why don't I have access to a Fund I am responsible for, I am logged in with my Banner UserID?

Call the help desk at x6266. They will check to make sure you receive the proper system access.

How can I receive Banner Training?

A training schedule will be e-mailed shortly. Access the Banner Finance Training Manual online at the link above.

Why don't I see "Finance" on my Self-Service Menu?

Call the help desk at x6266. They will direct you to the proper person who can help you.

Why don't I see any reports, even though I am logged into E-print?

See "I am a new employee, how do I get access to my departmental budget" question above. Don't forget to enter your Budget Codes (now called Funds in Banner) on the form.

Which repository do I choose when logging into E-print?

See the E- print screen shot [PDF]

How do I get help with an on-line requisition?

Call Vickie Young at ext. 4027 or email youngvc@appstate.edu

What are the minimum system requirements for my Desktop Computer (PC or Mac)?

Minimum Requirements for University Computers

None of the above answers my question--who can I call for help?

Call the help desk at x6266. They will direct you to the proper person who can help you.