Online Banner Training
Please note that users must complete Banner Navigation training and have an active Banner account before proceeding with training.
Available through GoSignMeUp
This training provides a basic review of Banner finance approval forms. Email ap-staff@uidaho.edu with questions.
Prerequisite for Finance Module trainings except Purchasing Card & Travel Expense
Available through GoSignMeUp
Prerequisite for any Human Resource module training
Available through GoSignMeUp
*Please note that users must complete Banner Navigation training and have an active Banner account before proceeding with training.*
Available through GoSignMeUp
For employees who have Banner finance access and are responsible for managing budgets. Hands-on implementation of a budget transfer, how it affects the adjusted budget and available balance, the importance of budget transfers for proper budget management and alleviating NSF documents, and what budgets/funds are allowed budget transfers. Proper use of an expense, revenue and payroll cost transfer and IDG. Email tdx-banneraccess@uidaho.edu with questions.
Prerequisite to become a card holder or record keeper
*Please note that users must have completed Banner Navigation training and have an active Banner account before proceeding with training.*
All current cardholders and record keepers will be required to complete this training by February 1, 2017. Failure to complete this training may result in loss of pcard privileges.
The Purchasing Card program provides a business related travel card that reduces the use of personal funds for those employees who are traveling on behalf of the University. The program also provides an efficient method of purchasing and payment of small dollar transactions.
The privilege of using the purchasing card needs to be taken serious and the cardholder as well as the record keepers must be aware that there are consequences when the cards are used for expenses outside of the IRS Accountable Plan or the State of Idaho Policies.
In order to become a purchasing card cardholder or a purchasing card record keeper, it is mandatory that the purchasing card training is completed prior to ordering a purchase card. The training briefly outlines the responsibilities of both the cardholder and the record keeper along with the polices associated with Traveling and Purchasing with the purchasing card.
Familiarize yourself with the Accounts Payable website by locating and downloading these materials for the training:
- Take Training Now
- Purchasing Card Manual, Web Travel Entry Instructions, Web Travel Approval Instructions
- Claim Voucher Entry
- Claim Voucher Approval
Email Accounts Payable with questions.
*Please note that user must complete Banner Navigation training and have an active Banner account before proceeding with training.*
Student Query Modules 1-4 are prerequisites for any student module training and accesses. Provides instruction for accessing student reports through Banner forms (not web). The training covers how to access and interpret information from recruiting through graduation. Email Chris Menter at cmenter@uidaho.edu with questions.
Sign up for training on GoSignMeUp!
Student Query Modules 1-4 are prerequisites.
This basic report training is designed for academic college and department administrative personnel for student data reporting and covers class rosters, student lists and advising transcripts, etc. Specific individual report tutorials are available by clicking the links below. Email Chris Menter at cmenter@uidaho.edu with questions.
Download Student Reporting Manual