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Introduction to Banner and Finance

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat PDF PDF icon format. Please choose the course name: 

Introduction to Banner and Finance I (FN 101)

In this course, you'll learn what Banner is and what Banner finance is. You'll learn about how to access Banner and how it's used. You'll also learn some specifics about the kind of information you might enter into Banner. Finally, you'll see how you can find help for Banner and other business and financial questions on the Office of Business and Financial Services (OBFS) website.

It is recommended that this course be taken by any University of Illinois System employee with financial responsibilities as a prerequisite to other Banner finance and finance-related courses.

Online Training

Job Aids

Online Tutorials
NOTE: You will need Adobe Flash Player and JavaScript enabled in your browser to watch this online tutorial. This tutorial does not have audio.

  • Using the Banner Menu Structure


Introduction to Banner and Finance II (FN 102)

This course is a continuation of the web-based course Introduction to Banner and Finance I (FN 101). The goals of this course are to expand your Banner and finance knowledge, and to practice using Banner. In this course, you'll learn more about the C-FOAPAL string. You'll discover how to navigate Banner and search for financial information. You'll also learn about finance topics like fund accounting, the Operating Ledger, and the General Ledger.

After you've taken this course, you'll be ready to take many of the other training courses offered by the Office of Business and Financial Services (OBFS).

Job Aids

Participant Guide

Please send questions or comments regarding training to the OBFS Training Team at

Last Updated: July 27, 2018

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