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Job Aids

Job Aids provide information on everyday processes.

Accounts Payable
Banner Channels
Banner Finance
Finance Reporting
Finance Services Support Center Help
Purchasing
Contract & Grant Accounting
WebXtender

Accounts Payable
Job Aid Date Job Aid#
DP-EZ - Approving a DP-EZ 6/12/2009FSJA-012
Delete an Incomplete DP-EZ 7/15/2009FSJA-057
DP-EZ Finding/Searching for your DP-EZ 11/18/2009 FSJA-055
Reimbursement for Expenses Made in Foreign Currency 11/19/2009FSJA-015
DP-EZ - Preparing an Honorarium 10/20/2009 FSJA-069
DP-EZ - Printing Multiple DP-EZ Forms 8/21/2009FSJA-047
DP-EZ - View Vendor Invoice 11/18/2009FSJA-074
Vendor - How to search Vendor history 8/18/2009FSJA-042
Workflow - Accounts Payable 10/20/2009FSJA-068
bANNER Channels
Job Aid Date Job Aid #
Adding a Channel 6/15/2009
FSJA-014
Approval Alerts Channel 8/26/2009
FSJA-054
Finance Alerts Grants Channel 8/29/2009
FSJA-050
Financial Advisor Channel 8/25/2009
FSJA-051
Keys to Accessing LoboWeb Finance Self Service 9/17/2009
FSJA-006
My Account Channel 8/26/2009
FSJA-052
My Worklist Channel 8/25/2009
FSJA-053
bANNER finance
Job AidDate Job Aid #
Administrative Finance Training Recommendations 4/13/2009
FSJA-016
Approving a DP-EZ (Direct Pay) 10/06/2008
FISC-002
Asking a Finance Question in FastInfo 10/15/2009
FSJA-064
Banner Finance Common Query Forms 7/8/2009
FSJA-028
Banner Finance Rule Class Codes 9/11/2009
FSJA-073
Banner Finance Types of Forms 6/11/2009
FSJA-019
Budget Availability FGIBAVL Overview 7/20/2009
FSJA-029
Finance Rule Class Codes 2/6/2009
FISC-509
Finance Security Matrix 2/6/2009
FSJA-017
FAIVNDH - Searching Vendor History 01/25/2006
FIAP-012
FOAAINP - Navigating FOAAINP 5/6/2009
FSJA-008
FGITBAL - Exporting Transaction Detail 6/12/2009
FSJA-013
FOIAPPH - Approval History Form 9/17/2009
FSJA-048
'FOPA' What does it Mean? 4/30/2009
FSJA-005
Frequently Used Banner Forms 9/2/2009
FSJA-061
Balance: How to Look Up Index and Account Code Balance 6/2/2009
FSJA-004
Encumbrances: Create, Adjust, Liquidate a General Encumbrance 11/6/2009
FSJA-018
Encumbrances: How to Look Up an Encumbrance 5/15/2009FSJA-002
GUAMESG-Viewing your Messages 8/24/2009FSJA-049
Journal Types for JV's & Encumbrances 11/6/2009FSJA-009
Journal Voucher Correcting a JV in Incomplete Status 11/18/2009FSJA-072
Journal Voucher Deleting a JV in Incomplete Status 11/18/2009FSJA-075
Banner Creating a Journal Voucher 11/06/2009
FSJA-071
LoboWeb Creating a Journal Voucher 8/19/2009
FSJA-043
Finance Query Forms - Non-Student AR 6/8/2009
FSJA-007
finance reporting
Job Aid Date Job Aid #
Hyperion Reports 7/8/2009
FSJA-027
Operating Ledger Detail and Summary FOH0001&2 11/3/2008
FISC-501
Exporting Transaction Detail FGIBDST to Excel 9/14/2009
FSJA-045
FGITBAL - Exporting trans detail to Excel 12/31/2008
FISC-506
FGIBDST - Organization Budget Status 8/21/2009
FSJA-044
FGIBDST - How to look up documents 8/21/2009
FSJA-046
financial services support center
Job Aid Date Job Aid #
How to Ask a Question or Chat in FastInfo 8/4/2009
FSJA-038
Searching FastInfo - Tips 8/12/2009
FSJA-040
Subscribing to FastInfo Answer's 5/19/2009
FSJA-001
Purchasing
Job Aid Date Job Aid #
Account Codes Inventory Control 8/11/2009
FSJA-041
LoboMart Requisition Status 7/22/2009
FSJA-035
LoboMart Completing a Requisition for FY10 6/11/2009
FSJA-010
LoboMart My Favorites 7/20/2009
FSJA-032
LoboMart PR Search 7/20/2009
FSJA-033
LoboMart Payment Options 7/21/2009
FSJA-034
LoboMart Splitting Asset and Non-Asset Account Codes 4/30/2009
FIPU-126
P-Card Account Code Restrictions 10/20/2008
MEMO
P-Card Airline Tickets, Hotel, Rental Car, and Agent Fees Reconcile 8/20/2009
FSJA-030
Purchase Orders-Encumbrance Inquiry 6/30/2006
FSJA-024
Purchase Orders-How to look up PO's in Banner 7/7/2009
FSJA-026
Purchasing-Status of your Purchase Requisition 6/30/2009
FSJA-022
Receiving-Basic Receiving in Banner 7/20/2009
FSJA-031
Receiving-Creating a Receiver 7/20/2009
FSJA-031
Receiving-Delete an Incomplete Receiver 7/21/2009
FSJA-036
Receiving-Accessing a Receiver that is 'Incomplete' or 'In Process' 01/13/2006
FSJA-025
Approving a Requisition 9/14/2009
FSJA-058
Requisition-Canceling a PR 6/30/2009
FSJA-020
Requisition-Finding a Banner PR # if you only know the LoboMart # 6/10/2009
FSJA-021
Requisition-PR/PO Status using Banner 6/30/2009
FSJA-023
Returning Goods 7/21/2009
FSJA-037
SPQ-How to find an SPQ 6/11/2009
FSJA-011
Vendor-How to Query a Vendor in Banner Finance 8/27/2009
FSJA-059
research accounting (contract & grant)
Job Aid Date JobAid #
Research Accounting Common Query Forms 10/19/2009
FSJA-067
Grants How to find the Grant by Principle Investigator (PI) 10/19/2009
FSJA-065
Determining Fund and Grant Balances 10/10/2009
FSJA-062
Grants - How to look up Attribute Information 10/19/2009
FSJA-063
Grants - Reviewing Transaction Detail 10/19/2009
FSJA-066
WebXtender
Job Aid Date JobAid #
Performing a Query 04/30/2009
FISC-009
Printing Documents 8/25/2009
FSJA-056
Viewing a Vendor's Invoice in WebXtender 05/06/2009
FIAP-001
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