Banner Finance

May 5, 2023 - Updated COA Crosswalks

Updated Chart of Accounts Crosswalks by Leadership Area

Academic-Affairs.xlsx (download XLS)
Athletics.xlsx (download XLS)
Communications.xlsx (download XLS)
Enrollment-Management.xlsx (download XLS)
Finance-and-Administration.xlsx (download XLS)
General-Counsel.xlsx (download XLS)
Inclusion-and-Community-Engagement.xlsx (download XLS)
Institutional-Advancement.xlsx (download XLS)
President.xlsx (download XLS)
Student-Affairs.xlsx (download XLS)

December 12, 2022 - Banner Finance Self Service

July 25, 2022 - Implementation Update

Please see the update in the PDF link below.

Banner Finance Implementation Update (download PDF)

Resources

Appendix-A-Operating-Revenue-Accounts.xlsx (download XLS)
Appendix-B-Operating-Expense-Accounts.xlsx (download XLS)

July 1st 2022 - Go Live Information

New Chart of Accounts

As of July 1st, there is a new Chart of Accounts. All account numbers have changed from CX. Any revenue or expenses for before July 1st should be coded using the old account numbers; any revenue or expenses for after July 1st should be coded using the new numbers. A cross-walk of old account numbers to new numbers will posted here shortly.

Finance Chart of Accounts Structure (PDF)

Chart of Accounts Crosswalks by Leadership Area

Please see updated account crosswalks above.

Academic-Affairs.xlsx (download XLS)
Athletics.xlsx (download XLS)
Communications.xlsx (download XLS)
Enrollment-Management.xlsx (download XLS)
Finance-and-Administration.xlsx (download XLS)
General-Counsel.xlsx (download XLS)
Inclusion-and-Community-Engagement.xlsx (download XLS)
Institutional-Advancement.xlsx (download XLS)
President.xlsx (download XLS)
Student-Affairs.xlsx (download XLS)

Purchase Orders/Check Requests/Expense Reports

For the start of the new fiscal year, purchase orders, check requests, and expense reports will still be submitted using paper forms. These should have the new account numbers, be signed based on our regular signature requirements, and submitted through the usual submittal process.

Procurement Cards (P-Cards)

Use of P-Cards will not be affected during the changeover period. Transactions will be paused while the COA is updated. Once update is complete, paused transactions will be posted. More information will be emailed about this when the process is finalized.

WB Mason

We will also be working with WB Mason to update the system to reflect the new Chart of Accounts. Purchasing will send out an email with specific date information related to that process once that has been finalized.

Harvest Table Catering

For Harvest Table Catering requests, requestors should provide the new Chart of Accounts number for any requests after July 1st.

What's to Come for Finance

For the rest of the summer and fall, the Finance area will be working on getting the Banner Finance system fully functional. Then we will begin to implement some third-party applications. These applications are intended to improve processes and data and provide easier ways for end-users to complete their financial transactions.