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 Learning Systems Support at sharedservices@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

• Reporting for Managers

• Self-Supporting Fund Resources

• Gift Fund Resources

Property Accounting

• FABweb Unit Rep Certificate Course

• FABweb Additions and Updates

• FABweb Transfers and Disposals

• Physical Inventory of Equipment

• FABweb Batch Upload

Self-Supporting Funds Training Resources

• Introduction to Self-Supporting Funds

• Managing Self-Supporting Funds

• Business and Financial Policies and Procedures - Section 22, Self-Supporting and Revenue Generating Activities

• Business and Financial Policies and Procedures - Section 13.6, Account for Financial Activity of Revenue-Generating Events

• SSF FAQs

• Fact Sheets

• Entering a Budget Estimate

• Posting Revenue

• Redistributing Revenue

• Updating the Financial Manager

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 Certificate Track

• Level I - Cash Handling Fundamentals Certificate Course

• Level II - Managing Change Funds Compliance Course

• Level III - Advanced Cash Handling Certificate Course

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

• 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)
• Adjustment Processing for Units (PR 120)
• Workflow
• Adjustment Notification Application (ANA)

Other

• Foreign National Payments, Taxation, and Reporting
• Labor Redistribution (PR 130)
• 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)

• Chrome River Resource Page

Mobius View (formerly View Direct)

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Please send questions or comments regarding training to Learning Systems Support at sharedservices@uillinois.edu.

Last Updated: August 1, 2023