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How do I request access to banner functions?
A banner access request form must be completed and approved through the proper channels
Why are the document total and budget transfer amount different?
The document total reflects all line items on the document, while the budget transfer amount reflects only the amount being moved from one line to another.
How do I fix this error: Total amount of all transactions must equal document total?
The Distribution Total field should equal the sum of all lines in a budget transfer. For example, if you are transferring $500 from one account to another,
the document total would be $1,000. To avoid this error, leave the Distribution Total field empty when creating the journal - the system will automatically
calculate it once all lines of the budget transfer are entered.
In a budget transfer, do I choose +/- or debit/credit?
Budget transfers should be entered using plus (+) and minus (–) to indicate increases and decreases. Debit and credit are NOT used for budget transfers.
How do i clear this: Error on process 0021: budget period is required?
The Budget Period field may not have a red asterisk, but it is required. It should reflect the month within the Fiscal Year. For example:
Budget Periods organized by month
01 = July
02 = August
03 = September
04 = October
05 = November
06 = December
07 = January
08 = February
09 = March
10 = April
11 = May
12 = June
Make sure to enter the correct period number to resolve the error.
What is the main difference between pooled budget accounts and expense accounts?
Pooled budget accounts are used to hold and manage funds for multiple purposes, while expense accounts track the actual money spent on specific items or activities.
Can I do a budget transfer between different fund types?
No. Budget transfers can only be done within the same fund type. Transfers between different fund types are not allowed.
Do I need to enter the bank code?
No. The bank code will be filled in automatically by the system, but you can delete it since it’s not required for a budget transfer.
What journal type should I use in a budget transfer?
We recommend using the Budget Temporary Transfers (BOTT) journal type.
Can I make edits to my budget transfer?
You can edit a budget transfer if it is still pending approval. Click the icon on the far right of the Pending Journals list and select “Recall Journal.” This will remove the transfer from the approval process and return it to the Draft
section, where it can be edited and resubmitted or deleted. Please note that once a budget transfer has been approved, it cannot be recalled.
Can I transfer budget to another department?
No, interdepartmental budget transfers are handled by the Budget Office. Please email your request to them and include any available supporting documentation.
When will a budget transfer be reflected in my available budget balance?
Once submitted for approval, the transfer will be reflected immediately in your available budget balance. Please note that even pending or incomplete transfers may still impact your balance.