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Frequently Asked Questions

I don't have access to Banner-Finance. What do I need to do?

Complete the request for access form located on the Web at http://bf.memphis.edu/forms/tech.php to obtain access to Banner-Finance and Banner-Human Resources. Next, go to the Spectrum Finance Program Guide or the Spectrum HR Program Guide and register for training. Program Guides are also available from within the Spectrum Portal, which is where you access Banner services.

How do I know if I should make my budget revision to the current or the base budget?

One-time changes should be made to the current budget using BD04 Temporary Request for Budget Adjustment, permanent changes should be made to the base budget using BD02 Permanent Request for Budget Adjustment.

Whom should I call about my budget accounts?

If your accounts are Indexes 2, 3 or 4 call Financial Planning at 2117. If your Index is a 5, call Grants and Contracts at 2271

How do I know which budget revision form to use?

To change salary object codes 61110, 61210, 61310, 61610 use an HRS budget revision form. All other object codes require a Banner-Finance budget revision form.

How can I find out if my online budget revision has been approved?

Self Service Banner (SSB) View Document form has an Approval history tab which displays who has approved the budget revision and any outstanding approvals that may be pending by document number

An online budget revision that I attempted to approve is now shown as "pending."

Banner-Finance is set to automatically update every minute or all Approvals have not been completed.

Who needs to approve my budget revision?

Approval requirements are governed by the Index numbers and the Account codes you enter on the budget revision. All Banner-online budget revisions must be approved by the Financial Manager of the Indexes on the budget revision or by a higher official. Some revisions may require additional approvals. Refer to Attachment II of University Operating Procedure 2D:01:02A, Budget Procedures, for approval requirements. All Index five accounts must be approved by Grants Accounting. Additional approval requirements may be added by Financial Planning or Grants Accounting.

I created several Banner-Finance online budget revisions. How can I tell if the revisions have been approved?

To obtain a listing of current year budget revisions, access Self Service Banner-Finance, View Document, Click on Document Number, will take you to Document Look up form to Query your documents.

I want my vice president's approval on the budget revision. How can I route the revision to him for his approval?

UoM has built in the required Approval queues for Banner-Finance, if you want additional approvals a paper budget form would be needed.

I would like a paper copy of the document that I created. What do I do?

If your PC has a printer connected to it, click on the Print icon.

I'm trying to modify a budget revision, but the system will not allow me to make changes.

Once Banner-Finance has given a Document Number you cannot make any changes to the document.