Finance Training
Budget and Finance Training
The Budget Office offers three recorded trainings, Budget 101, Budget 201, and Personnel Budget 101. The training videos are located under the Budget & Finance Folder in CougarEd. Please reach out to Budget@cofc.edu for additional questions that may not be covered in the recorded training videos. If you'd like to request a one-on-one Q&A session, please submit a request here.
Budget 101 User Training - Finance Foundations & Banner Self-Service
Budget 101 User Training is designed to inform participants how to run budget queries in Banner Self-Service Finance. The training will explain basic finance terminology, best practices for budgeting, and provide guided budgeting exercises. Other valuable finance reporting tools, including Cognos and e-Print, are also introduced. The recorded training video is located under the Budget and Finance Training Course in CougarEd.
- For access to Self Service Banner, request access to Banner SSB Finance (BAN_COFC_F_GENERAL_REPORTS) via the SSB Authorization form on the Controller's website.
- To obtain access to an Index, update the users via the Index/FOP Access form on the Controller’s website.
- To obtain access to Cognos finance, submit a Cognos Data Access Request ticket with Information Technology.
Budget 101 Training PowerPoint
Budget 201 User Training - Internet Native Banner, Transfers, NSF, Transaction Details
Budget 201 User Training is designed to inform participants on how to navigate Internet Native Banner (INB). Users will learn how to review available balances for non-sufficient funds checking, enter budget transfers, and export detailed data searches. The recorded training video is located under the Banner Finance Tutorials in Help & Training tab in MyCharleston. The recorded training video is located under the Budget and Finance Training Course in CougarEd.
- For access to Internet Native Banner Finance, please request access to Budget Transfer (BAN_COFC_F_REQUIRED_BUDGET_ADJ) via the SSB Authorization form from the Controller's Office.
Budget 201 Training PowerPoint
Personnel Budget 101 Training - Personnel Descriptions, Transfers, NSF, Research Tools
Personnel Budget Training is designed to inform participants on how to fund and analyze personnel budget transfers in Internet Native Banner (INB). Users will learn how to review prior personnel transfers and fund certain personnel accounts for future personnel needs. The recorded training video is located under the Budget and Finance Training Course in CougarEd.
Personnel Budget Training PowerPoint
Business Affairs Personnel Budgeting & Process PowerPoint
Budget Guides
At-a-glance guide to best practices, finance responsibilities, and fiscal resources for finance end-users.
Step-by-step guide on how to review financial information using Banner Admin Pages (INB) when you receive an NSF error.
Step-by-step guide on how to enter departmental or divisional budget transfers using Banner Admin Pages (INB).
Step-by-step guide on how to access financial information using Banner Self-Service (SSB) via the budget status by account query.
Step-by-step guide on how to access budget and financial information using Internet Native Banner (INB), including entering budget transfers, viewing available balances for non-sufficient funds checking, and executing detailed searches with filters.
Other Banner INB training resources:
Cougar ED Introduction of Banner 9
Ellucian Banner INB Training Courses via HUB
Step-by-step guide on how to access financial reports using e-Print to review such items as open purchase orders, open travel encumbrances, Xerox invoices, Spirit Telephone bill, Chart of Account details, and labor distribution reports.
Banner Finance Quick Reference Guide
Guide regarding basic financial terminology, descriptions, and codes used by the College.
Guide displaying keyboard shortcuts to maximize use of Banner INB.
Common Budget Transfer Account Numbers
Provides the most common account numbers used for budget transfers
List of Available Reports in Cognos
Cognos is a reporting tool where end-users can export specific, curated data by clicking the hyperlink of the desired report. Displays the titles of all the available reports created by the Budget Office.
Cognos is a reporting tool where end-users can export specific, curated data by clicking the hyperlink of the desired report. Step-by-step guide on how to access Cognos finance reports created by the Budget Office, including current fiscal year, prior fiscal year, and multi-year budget and finance data.
How To Create a Report Schedule
Learn how to create a Report Schedule. This will allow you to pick and choose certain reports and schedule them to be run automatically and emailed to you or multiple desired people.
How to Access Excel Labor Reports
Provides directions on how to access and export PZRNHRDIST_EARN, which displays fiscal year-to-date earnings, and PZRNHRDIST_ENCB, which displays fiscal-year-to-date personnel encumbrances. The reports provide labor information in Excel.
Provides directions on how to fund all personnel items. Including but not limited to: Salary increases, fringe, temporary positions, add pays, etc.
How to Access Document History
Provides directions on how to access Document History in Banner INB. This allows end-users to review and track all the activity related to a document.
How to Access Your Fund Balance
Provides directions on how to access your Fund Balance in Banner INB. This allows end-users to review prior year remaining balances that were carried over to the current fiscal year.