Access
The Controller’s Office is responsible for the access and security of accounting related systems utilized by the University.
Request Access
To gain access to financial data, employees must:
Complete required trainings.
You must complete Banner 9 - General Navigation online curriculum and Banner Finance 101. Trainings are available online through Talent Management.
Submit the Banner Access Request form.
You will submit a Microsoft Form, then sign an Adobe Sign agreement sent to your university email. Your supervisor must also sign the agreement via email before access will be granted.
Request Banner Access
Additional Org & Approver Access
You may request to update, add, or remove org and approver access for financial transactions. These requests are processed through the Additional Org & Approver Access Form. After submission, you and your supervisor will receive an Adobe Sign Agreement before we review your request.
Customizing Banner
Use these steps to compile all your favorite forms in one place.
- Change your
- Menu
- Preferences
Step 2
Type GUAPMNU in the search bar located in the center of the screen, then click ‘My Banner Maintenance’
Step 3
Click ‘Go’ located at the top right
Step 4
Edit as desired
To add, double-click on the desired form on the left, then click Insert Selection to see it added to the right.
To remove, double-click on the desired form on the left, then click Remove Selection to see it removed from the right.
Step 5
To finish, click ‘Save’ located at the bottom right of the screen.
Step 6
Click ‘X’ to close window, then sign out & back in to refresh. You should now be able to access the forms you added under My Banner
Tips
- You can add the My Banner Maintenance form and other maintenance forms to My Banner for quick maintenance access.
- Forms will appear in the order they are added. To change a form’s location in your My Banner list after it has been added, click on the form you would like it to come after, then click the ‘Insert’ button and a new blank row is added underneath the form you clicked on. Copy and paste the form into the new row, and delete it from the old one.
Step 2
Type GUAUPRF in the search bar located in the center of the screen, then click ‘General User Preference Maintenance’
Step 3
Edit as desired
Step 4
To add finish adding, click Save located at the bottom right of the screen
Step 5
Click ‘X’ to close window, then sign out & back in to refresh
Tips
- The ‘Display Form Name on Title Bar’ option is very helpful when you are starting out because it shows both the 7 character form name and the full form name together