Job Aids

Job Aids provide information on everyday processes.

Banner Channels (Finance Tab)
Contract & Grant Accounting
DP-EZ (Reimbursements)
Finance Reporting
Financial Services Help
Journal Vouchers
LoboMart (Purchasing)
Labor Redistributions (PHAREDS)

Banner Channels (Finance Tab) Job AidsDateJob Aid #
Adding a Channel 08/01/2011 FSJA-014
Approval Alerts Channel 09/01/2011 FSJA-054
Finance Alerts Grants Channel 09/01/2011 FSJA-050
Financial Advisor Channel 09/01/2011 FSJA-051
My Account Channel 09/01/2011 FSJA-052
My Worklist Channel 09/01/2011 FSJA-053
Contract & Grant Accounting Job AidDateJobAid #
Research Accounting Common Query Forms 03/25/2011
Grants How to find the Grant by Principle Investigator (PI) 07/01/2011 FSJA-065
Determining Fund and Grant Balances 03/25/2011
Grants - How to look up Attribute Information 03/25/2011
Grants - Reviewing Transaction Detail 03/25/2011
Research Fund Inquiry 03/25/2011
DP-EZ Job Aids (Reimbursements)DateJob Aid#
DP-EZ - Adding Multiple Distributions to a DP-EZ 03/20/2013 FSJA-093
DP-EZ - Approving a DP-EZ 07/01/2013 FSJA-012
DP-EZ Delete an Incomplete DP-EZ 02/28/2011 FSJA-057
DP-EZ Finding/Searching for your DP-EZ May, 2014 FSJA-055
DP-EZ - Preparing a DP-EZ 02/28/2011 FSJA-078
DP-EZ - Preparing an Honorarium 08/01/2013 FSJA-069
DP-EZ - Printing Multiple DP-EZ Forms 5/24/2010 FSJA-047
Requesting a Travel Advance 06/15/2011 FSJA-081
Reconciling Travel Advance with a Travel Reimbursement 06/15/2011 FSJA-070
Reimbursement for Expenses Made in Foreign Currency 06/15/2011 FSJA-015
FOPA - COA and IndexDateJob Aid #
'FOPA' What does it Mean? 07/06/2010
Account Codes Inventory Control 8/11/2009
Finance Job AidsDateJob Aid #
Account Codes Inventory Control February, 2015
Administrative Finance Training Recommendation July, 2014 FSJA-016
Banner Finance Common Query Forms 11/01/2011
Banner Finance PHAREDS Labor Redistribution 3/30/2010 FSJA-080
Banner Finance Query Forms - Non-Student AR 6/8/2009 FSJA-007
Banner Finance Rule Class Codes May, 2014 FSJA-073
Budget Availability FGIBAVL Overview 07/01/2011 FSJA-029
COA Term Index Request October, 2015 FSJA-110
Finance Security Matrix July, 2014 FSJA-017
FOAAINP - Navigating FOAAINP 02/01/2013 FSJA-008
FGIBDST - Exporting Transaction Detail 07/01/2011 FSJA-082
FGITBAL - Exporting Transaction Detail 02/28/2011 FSJA-013
FOIAPPH - Approval History Form 02/28/2011 FSJA-048
'FOPA' What does it Mean? 03/11/2013 FSJA-005
Frequently Used Banner Forms 09/07/2010 FSJA-061
Balance: How to Look Up Index and Account Code Balance February, 2015 FSJA-004
Encumbrances: Create, Adjust, Liquidate a General Encumbrance 09/01/2011 FSJA-018
Encumbrances: How to Look Up an Encumbrance 03/08/2013 FSJA-002
GUAMESG-Viewing your Messages 02/28/2011 FSJA-049
Security - How to Request Finance Org Security January, 2014 FSJA-094
Viewing Pending Documents in Banner Finance INB 11/01/2011 FSJA-095
Viewing Pending Documents in Finance Self Service 11/01/2011 FSJA-096
Finance Reporting Job AidsDateJob Aid #
MyReports Finance, MyReports Info Page
Exporting Transaction Detail FGIBDST to Excel 02/28/2011 FSJA-045
FGIBDST-Organization Budget Status 07/10/2011 FSJA-044
FGIBDST - How to look up documents 10/01/2011 FSJA-046
Financial Services Job AidsDateJob Aid #
How to Ask a Question or Chat in FastInfo 4/17/2010 FSJA-038
Searching FastInfo - Tips February, 2014 FSJA-040
Subscribing to FastInfo Answer's February, 2014 FSJA-001
Journal VouchersDateJob Aid #
Banner Finance Creating a Journal Voucher 01/17/2013 FSJA-071
Banner Finance Rule Class Codes 06/03/2010 FSJA-073
Journal Voucher - Copying a completed JV to create a new one 07/01/2013 FSJA-103
Journal Voucher - Correcting a JV in a Status of Incomplete 07/01/2013 FSJA-072
Journal Voucher Deleting a JV in Incomplete Status 10/01/2011 FSJA-075
LoboWeb Creating a Journal Voucher 10/01/2011 FSJA-043
LoboMart (Purchasing) Job AidsDateJob Aid #
Approving a Requisition 09/20/2010 FSJA-058
LoboMart Requisition Status 03/23/2012 FSJA-035
LoboMart Completing a Requisition for FY16 May, 2015 FSJA-010
LoboMart My Favorites 03/23/2012 FSJA-032
LoboMart PR Search 03/23/2012 FSJA-033
LoboMart Payment Options 03/23/2012
LoboMart Splitting Index and Account Codes 04/02/2013
Purchase Orders-Encumbrance Inquiry 3/18/2010
Purchase Orders-How to look up PO's in Banner 02/01/2013 FSJA-026
Purchasing-Status of your Purchase Requisition 06/01/2011
Receiving-Basic Receiving in Banner February, 2014
Receiving-Delete an Incomplete Receiver 12/10/2010
Receiving-Accessing a Receiver that is 'Incomplete' or 'In Process' 09/01/2011
Returning Goods 09/01/2011
Requisition-Canceling a PR 3/20/2010
Requisition-Finding a Banner PR # if you only know the LoboMart # 06/01/2011
Requisition-PR/PO Status using Banner 3/18/2010
Using LoboMart for Internal Services 03/23/2012
Labor Redistributions (PHAREDS) Job AidsDateJob Aid #
PHAREDS Labor Redistribution 03/30/2010 FSJA-080
LoboWeb Self Service Labor Redistribution 09/21/2010
Labor Redistribution Disposition / Definitions / Reports 04/01/2011
Labor Redistribution Return for Correction 04/23/2010
Labor Redistribution Approving in LoboWeb Self Service 07/01/2011
Labor Redistribution Comments & 90 Day Memo 07/30/2010
Labor Redistribution Adding Approver on the Fly 07/01/2011
Labor Redistribution Process Serveral Earnings Codes 07/01/2011
PCard Job AidsDateJob Aid #
Reconcile Airline Tickets, Hotel, Rental Car, & Agent Fees 04/26/2012 FSJA-030
Using the PCard Transaction Report in MyReports January, 2015 FSJA-092
PCard Account Code Restrictions 10/20/2008 MEMO
Vendor Job AidsDateJobAid #
Vendor - How to search Vendor history 05/01/2011 FSJA-042
SPQ-Searching for an existing SPQ 02/01/2013 FSJA-011
Vendor-How to Query a Vendor in Banner Finance February, 2014
WebXtender Job AidDateJobAid #
Searching for UNM Contracts in Web Xtender 3/19/2010
Printing Documents Using WebXtender 03/08/2013
Viewing Documents in WebXtender 03/21/2013 FSJA-074
Viewing Scanned Documents in Finance Self Service 11/01/2011 FSJA-098