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Banner Finance & Budgeting EKU Direct (in Self-Serve):   

Banner EKU Direct is a user friendly alternative to Banner Native. This class is for individuals who use Banner Finance to review a budget. ( e.g. VP, AVP, Deans, Chairs, Administrative Assistance, Office Associate, etc.). These sessions are for individuals who have financial responsibility for either oversight or reporting. This session is helpful for both new & experienced Finance users! To dive into the details of your budget, please bring your log-in information & the budget codes you typically use.

View thePowerPoint presentation here.

Custom Training: 

Special arrangements are easily made for custom traininging in your area or department, specific to the needs of your organization. Contact the Budgeting, Financial Planning, and Fiscal Effectiveness office to set a date and time.

Budget User Group: 

Bring any forms, report, or questions you may have to this open forum driven only by your questions. There will be time for direct attention to the specific needs of your organization. Take your knowledge from BUD 101 to the next level.  Prior classes have addressed such things as:

  1. Understanding an FGRODTA report.
  2. Calculating a Student Account, Foundation, or Temporary Fund balance.
  3. Non-Base funds--how revenue and expense budgets work.
  4. Reporting suggestions for reviewing permanent versus temporary budget adjustments.
  5. Comparing budget versus expenses in pooled accounts.
  6. Understanding carry forwards.

Budget Development:

Budget Development is available in EKU Direct approximately two weeks prior to the beginning of a new fiscal year, to give area departments an opportunity to review their base operating budgets, and make permanent budget pool modifications to their base for the upcoming year. Please note this is for unrestricted and auxiliary funds only.  Please attend this training for direction in how to access budget development in EKU Direct and make modifications.

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