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Job Aids & Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in a new browser window. Most documents are in the Acrobat PDF  format. 

Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

Curriculum Guide

Before registering for courses, please see the OBFS Training Curriculum Guide which will help you to identify courses and course prerequisites related to your particular role.

Training Materials

Please use the link map below for easy access to training materials (ordered by topic) or scroll down the page to see all training materials:

Introduction to Banner and Finance

• Introduction to Banner and Finance I

• Introduction to Banner and Finance II

Accounting & Financial Reporting

• Journal Voucher Processing
  

• Retrieving General Ledger Reports

• General Encumbrances

• Understanding University Financial Statements & the Reconciliation Process

• Introduction to Self-Supporting Funds (GL 105)

• Reporting for Managers (GL 106)

• Managing Self-Supporting Funds (GL 205)

Property Accounting

• Introduction to Property Accounting (FA 101)

• FABweb Additions and Updates (FA 102)

• FABweb Transfers and Disposals (FA 103)

• Equipment Loans and Other Transfers (FA 104)

• Physical Inventory of Equipment (FA 105)

• FABweb Batch Upload

Other

• Account Code Search
  

• Fiscal Control and Internal Auditing Act (FCIAA) Certification

• Misclassified FOAPAL Reports in EDDIE

• Multiple-Year Labor Encumbering in Banner

Accounts Receivable

• Accounts Receivable Processing

• Student Account Payment Request Workflow

Banner Help Resource Documents

Budgeting

Cash Handling

• Cash Handling 101

Grants & Sponsored Projects

All Campuses

• Grants & Contracts for Professional and Administrative Personnel (GC101)
• GC70 Request to Establish Anticipation
• Multiple-Year Labor Encumbering in Banner
• Grants Status and Billing Summary Report

Chicago Specific

• Life Cycle of a Sponsored Project Activity
• Best Practices for Sponsored Project Closeout
• Compliance Basics
• Cost Transfers on Sponsored Projects
• Subrecipient Monitoring
• Advanced Topics in Research Compliance

Urbana/Springfield Specific

• Online Semi-Annual Confirmation Application

Urbana Specific

• Transit Recap Year-End

iBuy (online purchasing)

Merchant Card Services

Payroll & Benefits

General Payroll Information

• Payroll Overview Webinar
• University Payroll Reports Guide

Time Entry

• Web Time Entry
• Time Reporting Webinar
• Department Time Entry for Bi-Weekly Employees (TA 105)
• Working With Routing Queues in Banner

Performing Adjustments

• Payroll Adjustment Request Interface System (PARIS)
• Adjustments and Corrections to Payroll Webinar
• Overpayments Webinar
• Adjustment Processing for Units (PR 120)
• Workflow
• Adjustment Notification Application (ANA)

Other

• Foreign National Payments, Taxation, and Reporting
• Labor Redistribution (PR 130)
• Tuition Waiver Overview
• Supplemental Retirement Plans Overview [posted: 8/8/16]

Card Services (P-Card & T-Card)

PEAR

Purchasing & Receiving

• Receiving (RC 101)

• Requisition Processing (PO 101)

• UPS CampusShip

University Payables

• Introduction to Payables (AP 100)

• Payables Queries (AP 101)

• TEM Resource Page

Mobius View (formerly View Direct)

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Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

Last Updated: January 14, 2019