Step-by-step instructions on how to use various Banner Finance forms are available below.
Banner TIPS
View Banner TIPS for navigating, querying and processing Finance Documents in BANNER.
Frequently Asked Questions
Questions | Answers |
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I entered my document number and proceeded to the Next Block, why am I getting this message in the Auto-Hintline "Document code does not exist"? |
There are several reasons why this may happen:
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What does it mean for a document to be "posted"? | A document is "posted" to the general ledger when it has been completed in Banner and all the required approvals have been recorded. |
How do I know if a document has a status of "posted"? | Query the document using the Minerva > Finance (Fund) Administration menu > View Document menu option and look at the status in the Header Information of the document. For Journals and U.S. deposits, a posted document has a status of "Posted". For Canadian/Foreign (non-U.S.) deposits, a posted document has a status of "Complete". |
How do I view a document which has not yet been posted? | Use the Banner form FGIJSUM for journal entries and U.S. deposits. | Use the Banner form FGICSUM for Canadian/Foreign deposits. |
How do I view a document which I processed, but, I do not have the document number? | Consult the following article to use Minerva to view a document which you processed/is in process and you do not have the document number. |
When I look up a document in FGIDOCR, is it normal that I do not see a document total field? | Yes - this information is only displayed when you query the document in Minerva using the View Document menu option. Banner only displays the total for each sequence. |
How do I view the deposit slip number for deposit documents? | Query the document in Minerva using the View Document menu option. It is displayed in the Direct Cash Receipt Accounting section, above the sequence total. |