Finance Training

The Financial Services office offers Banner Finance training to faculty and staff.  We provide one-on-one, departmental group, and class training.  Group training is also offered as part of the Faculty and Staff Administration & Finance training.  Training includes introduction topics such as University indexes, funds and Banner Finance reports.  If you are a new Banner user, a training session is required before Finance access is granted.

Finance Training sessions available:

Budget and Finance 101:

This is a joint session with Budget and will cover the Banner technical aspects of how to log in to Banner Finance and how to run your Banner Finance web reports.  It will also cover how to find your general fund and self-supporting balances using the Banner Finance reports and how to monitor your indexes and track budget activity.  

Prerequisite:       Banner Finance account

When:                  Tuesday, December 17th, 9:00-10:30 a.m.    

Where:                 College of Education, Room 421              

How to register:  Contact Malia Soyland at malia.soyland@msubillings.edu

Budget Tracking Workbooks and Trainings:

Starting this fiscal year, the Budget Office has created new Budget Tracking Workbooks to help manage the current year activity in your indxes. The workbooks are designed in the same format as your budget workbooks that the Budget Office provides to you each March at the beginning of the budget development process. They are offering several training classes to help support all fiscal managers and support staff who are involved in both overseeing and monitoring department budgets.

Here's what will be covered in the training:

  • A copy of your FY25 Budget Tracking Workbook will be placed in your department(s) FY25 Budget folder in Box when you attend the training. Only general fund, designated, auxiliaries, and plant indexes will be included. There will not be any restricted or grant indexes included.
  • How to keep your FY25 Budget Tracking Workbook updated.
  • What Banner reports to use and how to use them.
  • How to move/correct the following items in your budget:
    • Personnel expenses.
    • Non-personnel expenses.
    • Temporary budget adjustments.

Previous sessions:

  • Monday, September 16, 2024 2:00 p.m. - 4:00 p.m. in COE Room 421.
  • Tuesday, September 17, 2024 9:30 a.m. - 11:30 a.m. in COE Room 421.
  • Friday, September 20, 2024 11:00 a.m. - 1:30 p.m. in COE Room 421.

Please RSVP to budget@msubillings.edu.

How to obtain a Banner Finance account:

  1. Email Financial Services at financialservices@msubillings.edu with the employee's name who needs access. If they are replacing someone, please note this in your email.
  2. Complete Online Banner Training for each of the modules below and the quizzes at the end. (NOTE: Your Banner account will NOT be set up until all the required training has been completed.)
    1. Information Secutity Module
    2. Finance Module
  3. Complete the Banner Index Access form to view activity in your departmental indexes.
  4. After you receive email confirmation from the Help Desk that your Banner account is setup, please call the Bozeman Help Desk at 406-994-1777 and let them know you need to set your Oracle password.  (NOTE: You will not be able to access Banner Web Reports until this is completed.)
  5. Attend an in-person Budget and Banner Finance 101 training session.

Banner Finance Account Contact:

Rebecca Bunn
Controller
657-1682
rebecca.bunn1@msubillings.edu