Tools and Tips
Budget
- Banner Finance Document Type Code Definitions
- Banner Finance Account Code Definitions
- Banner Finance Workshop Training Guide
- How to Extract/Export Banner Data into Excel Spreadsheet
- How to Find Available Balance for E&G and SAF Orgs
- How to Find Available Balance for CASH Orgs
- How to Find E&G and SAF Beginning Budget Balance
- How to Query Org for a list of all YTD Expenses
- How to Print Monthly Current Budget Balance Report
- How to Save List of Frequently Used Banner Screens
Accounting
- Detail Code Lookup
- Organizations - Add/Change/Delete
- Finance Account Codes
- Ethics Point - RUSO Tip Line
PCard
- Applying for or Closing a PCard
- Email Notification Instructions
- Expense Account Codes
- Meal Expense Request Form (MERF)
- Missing Receipt Form
- PCard Restrictions
- PCard Sample Documentation
- Prepayment of Registration
- Training Requirements
- Travel Card Application (New Concur System)
Travel
Early preparation is key for a successful trip!
- Funding: Contact your Dean, Chair, or Financial Manager(s) for funding information (such as organizational numbers and amounts).
- Information: Gather information as early as possible for the conference, meeting, etc. (such as conference dates and agendas).
- Registration: Dates for early bird costs and deadlines should be found out well ahead of time. Is the registration being paid by you, your department admin's PCard, or by purchase order?
- Hotel: Look into hotel location and designated lodging rate per night (if applicable), including taxes. Is the hotel being paid for by you, your department admin's PCard, or by purchase order?
- Transportation: Decide on the mode of transportation early on - flying or driving? Are you purchasing your airfare, or is the University going to direct pay for it? Please note, if you are driving, you must get an airline quote. The amount reimbursed will be the lowest cost of the two.
- Currency Converter
- Google Maps
- Government GSA Site
- Per Diem Instructions
- Tips to Reduce Cost
- Travel Card Application