Faculty Resources

Interactive Banner Reference Utility


 

I want to see...(Click Applicable 'Link' to Expand)

  • (1001-xxxxx) General Fund Accounts
    • 1. Login to Banner INB
    • 2. Type 'FGIBDST' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query, press TAB to have INB automatically display Fund-Org- -Program
    • 5. Uncheck 'Include Revenue Accounts' Checkbox
    • 6. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 7. Current Fund Balance is displayed at bottom right.
  • (1xxxxx) Professional/Research Development Accounts
    • 1. Login to Banner INB
    • 2. Type 'FGITBSR' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Current Fund Balance is displayed at bottom. If Debit/Credit field at bottom reads: 'Credit' = surplus / 'Debit' = deficit.
    • 7. If there are any encumbrances on the account, you must subtract the 'Current Balance' in account code '3011 (Encumbrance Control Actual)' for Current Fund Balance to be correct.
  • (27xxxx) School-Side Gift Funds
    • 1. Login to Banner INB
    • 2. Type 'FGITBSR' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Current Fund Balance is displayed at bottom. If Debit/Credit field at bottom reads: 'Credit' = surplus / 'Debit' = deficit.
    • 7. If there are any encumbrances on the account, you must subtract the 'Current Balance' in account code '3011 (Encumbrance Control Actual)' for Current Fund Balance to be correct.
  • (3xxxxx) Auxiliary Funds
    • 1. Login to Banner INB
    • 2. Type 'FGITBSR' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Current Fund Balance is displayed at bottom. If Debit/Credit field at bottom reads: 'Credit' = surplus / 'Debit' = deficit.
    • 7. If there are any encumbrances on the account, you must subtract the 'Current Balance' in account code '3011 (Encumbrance Control Actual)' for Current Fund Balance to be correct.
  • (4xxxxx) Research Project/Grant Funds
    • 1. Login to Banner INB
    • 2. Type 'FRIGITD' in Go To field, press ENTER
    • 3. Ensure COA is 'O' (capital letter O)
    • 4. Type in Grant number of 'account' you would like to query
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Available Balance is displayed at bottom-right
    • 7. Note: Data displayed by inception-to-date rather than year-to-date
  • (6xxxxx) 'New' Style Foundation Accounts
    • 1. Login to Banner INB
    • 2. Type 'FGIBDST' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query, press TAB to have INB automatically display Fund-Org- -Program
    • 5. Uncheck 'Include Revenue Accounts' Checkbox
    • 6. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 7. Current Fund Balance is displayed at bottom right.
  • (1001-xxxxx) General Fund Accounts
    • 1. Login to Banner INB
    • 2. Type 'FGIBDST' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query, press TAB to have INB automatically display Fund-Org- -Program
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Current Fund Balance is displayed at bottom right.
    • 7. Press 'F3' ('Fn'+F3 on Mac computers) to drill down for further transaction detail.
  • (1xxxxx) Professional/Research Development Accounts
    • 1. Login to Banner INB
    • 2. Type 'FGIBDST' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query, press TAB to have INB automatically display Fund-Org- -Program
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Press 'F3' ('Fn'+F3 on Mac computers) to see further transaction detail
  • (27xxxx) School-Side Gift Funds
    • 1. Login to Banner INB
    • 2. Type 'FGIBDST' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query, press TAB to have INB automatically display Fund-Org- -Program
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Press 'F3' ('Fn'+F3 on Mac computers) to see further transaction detail
  • (3xxxxx) Auxiliary Funds
    • 1. Login to Banner INB
    • 2. Type 'FGIBDST' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query, press TAB to have INB automatically display F-O- -P
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Press 'F3' ('Fn'+F3 on Mac computers) to see further transaction detail
  • (4xxxxx) Research Project/Grant Funds
    • 1. Login to Banner INB
    • 2. Type 'FRIGITD' in Go To field, press ENTER
    • 3. Ensure COA is 'O' (capital letter O)
    • 4. Type in Grant number of 'account' you would like to query
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Press 'F4' ('Fn'+F4 on Mac computers) to see further transaction detail ('F3' on subsequent screen for document detail)
    • 7. Note: Data displayed by inception-to-date rather than year-to-date
  • (6xxxxx) 'New' Style Foundation Accounts
    • 1. Login to Banner INB
    • 2. Type 'FGIBDST' in Go To field, press ENTER
    • 3. Ensure COA is 'O' and Fiscal Year is current
    • 4. Type in Index number for 'account' you would like to query, press TAB to have INB automatically display Fund-Org- -Program
    • 5. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 6. Current Fund Balance is displayed at bottom right.
    • 7. Press 'F3' ('Fn'+F3 on Mac computers) to see further transaction detail
  • Invoice (I0######)
    • 1. Login to Banner INB
    • 2. Type 'FAIINVE' in Go To field, press ENTER OR Select document number when located in FGITRND screen and press 'F3'
    • 3. Type Document Number in 'Document' Field. Automatically fills in if coming from FGITRND
    • 4. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 5. Continue to press 'Ctrl+PageDown' to see additional invoice details
  • Journal Entry (___######)
    • 1. Login to Banner INB
    • 2. Type 'FGIDOCR' in Go To field, press ENTER
    • 3. Type Document Number in 'Document' Field
    • 4. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 5. Scroll down to see additional line items
  • Purchase Order-General Info (P0#####)
    • 1. Login to Banner INB
    • 2. Type 'FPIPURR' in Go To field, press ENTER OR Select document number when located in FGITRND screen and press 'F3'
    • 3. Type Document Number in 'Document' Field. Automatically fills in if coming from FGITRND
    • 4. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 5. Continue to press 'Ctrl+PageDown' to see additional purchase order details
  • Purchase Order-Remaining Balance (P0#####)
    • 1. Login to Banner INB
    • 2. Type 'FGIENCD' in Go To field, press ENTER
    • 3. Type Document Number in 'Document' Field.
    • 4. Press 'Ctrl+PageDown' or click 'Next Block' Icon in toolbar
    • 5. Note that the second ‘block’ may have multiple items in it. Press the down arrow when in this ‘block‘ to view them.
    • 6. Very last line shows the remaining balance of the encumbrance.


 

Faculty Handbook

  • Includes valuable information concerning account types (Professional/Research Development, Auxiliary, Foundation, etc)

 

Controller's Office

1500 Illinois St.
Guggenheim 224
Golden, CO 80401

Tressa Constantineau Ries, CPA
Controller
(303) 273-3262
tries@mines.edu

Nicole Horton
Administrative Assistant
(303) 273-3166
nhorton@mines.edu

What's new

Appropriateness of Expenditure Form

Banner Index Codes

In an effort to continually heighten financial efficiency throughout the CSM community, the Controller's Office has implemented a new 'shortcut' number for your financial accounts.

For more information on the new Banner Index Codes please read the following document: Banner Index Codes.

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   ** UPDATED **

Indirect Cost Return Distribution Procedure

The Controller’s Office has implemented a new Indirect Cost Return distribution procedure that all research centers and departments must follow. The procedure manual and distribution worksheet are provided for your reference below:

Indirect Cost Return Distribution Procedure Manual

Indirect Cost Return Distribution Worksheet

(Updated 10/09/15)