Welcome to Banner Finance
There is much to know and understand concerning the Business and Finance division as it relates to our financial module and our internal operations. This site is intended to help guide you through security and training requirements, system understanding, processes to do your work, and provide resource links for ongoing support.
If you are new to Banner Finance, you will want to know how Banner Finance relates to your job duties.
Finance users are typically responsible for buying things for their department via electronic, paper or credit card; or have varied responsibilites for budget managment. Budgeting responsibilites would be things like knowing how much money an individual or department has to spend, tracking expenditures for a specific project, determining revenue totals, accessing fees, or managing private or federal grant monies. The section on Finance Class Descriptions, managed by the Training and System Support unit within Finance, can get you started with eVa, Small Purchase Credit Card (SPCC), or Banner assistance.
Security and Form Requirements
Based on job duties, securitiy and agreement forms are completed and routed for approvals that will allow you functions in Banner INB, SSB, eVA, and use of the SPCC or any other procurement tool. Click here to obtain security forms for Banner, eVA and SPCC.
Training Requirements
Training is required before access to Banner, eVA, or SPCC is permitted. The Fundamentals of Finance class is designed to walk you through the forms, security needs, navigation requirements and explanations of further training requirements and online support.
Click here for a list of available classes and assistance determining which classes are necessary for your job function.
To view the schedule of training classes, please visit the Finance Training Calendar. If you need assistance prior to training, please contact the Training and System Support unit via email to vchapman@umw.edu or clumpkin@umw.edu.
Please Note:
- eVA training is required to receive a SPCC or to access UMW's procurement system.
- Direct Pay training may be taken at any time after attending Fundamentals.
- Budget training must be taken after you receive your Banner INB login. It is conducted in the production environment unlike the other classes which are conducted in the test environment.
Before attending training, you may want to familiarize yourself with the Banner systems you will be learning to use. Please visit the links at left for an Introduction to Self-Service Banner and an Introduction to Internet Native Banner. eVA and SPCC information can be viewed from the Purchasing website.
Continued Support
A quick review of the Business and Finance Contact list alone reveals the diversity and magnitude of operations at the University. To ensure state and internal guidelines are followed and questions are answered, email and phone assistance is always available and encouraged.
The Banner Users Group is a support network of finance users who meet every other month or so and receive emails on Business and Finance operations, requirements, changes, and system notifications. Your partnership in this program is effective as soon as we secure you into the finance system! Get connected to other BUG members for a wealth of information and inside assistance only these 'BUGers' can provide.