Banner and Controllers Office Tips for PI's
1. Banner will display payroll, check payments and other charges at the time payment
is made (electronic pay or issued check).听 Accounts Payable issues payments on scheduled
run dates.听
Contact the Controllers Office to if you need to know the run date for the next payment
cycle, or if you need to听 ensure your payroll or payment information was received
and is scheduled for the next run date
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2. If you are unsure of a charge or find incorrect information in your account, please
notify Ann Cox immediately.
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3. Even though grants can extend beyond a fiscal year, grant accounts are subject
to 不良研究所's fiscal year reporting process and rules.听 Please be sure to comply with all
notices and requests made by the Controller's Office for fiscal year closures and
reporting.听 (All expenses must be reported in the correct fiscal period.听 Changes
cannot be made to previous fiscal periods.)
Banner and OSPR Forms for PI's
1. To set up your account:
Complete the Master Budget form.听 Your Grant ID, Fund, Org, Prog numbers will be assigned
to you after your Master Budget form is submitted.听 A copy of your Master Budget form,
inclusive of your account information, will be returned to you after your account
is set up by the Controllers Office.
Submit this form to the OSPR.
Project Master Budget (PMB) [xls] [rev. 3/10/10]
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2. To request access for the first time for Production (Finance) Banner (this is different
that Self-Service Banner)
Submit this form to Information Technology (IT) to request access to your new account.
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3. To be able to log-in to a new account:
Submit this form to the Controller's Office to request access to your new account.
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4. To request a budget revision:
Submit this form along with supporting documentation to OSPR.
Budget and Project Revision [xls] [rev. 6/7/10]
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