Training

New to Rice University, or just getting started with the Banner system?

• Online tutorials are available below.  Also see the Tools & Reports link.  For other Edgar/Banner questions/issues, please log a ticket with OIT  helpdesk@rice.edu.
• For any Concur (travel/non-travel) questions, please contact concur@rice.edu
• For any questions on Credit Card Deposit Voucher, Inter-Department Transfer, and Expense/Revenue Correction, or other general accounting questions, please contact Crystal Davis at crystald@rice.edu.  There is additional information in the controller’s office blog materials and videos http://control.blogs.rice.edu/news/.

 

Online Tutorials

Banner training documents and videos can be used as a resource for understanding the information within your Edgar Web Applications. The topics below contain documents and videos to guide you. 

You must be on a Rice Network to log into the Edgar Web Applications.

Note: to view the documents below, you must login to the Rice KnowledgeBase system using your Rice NetID and password.

General

• Logging In

Finance Training

• Understanding Banner Dates
• Understanding the Accounting Distribution Line
• Understanding Banner Transaction Codes
• FOAPAL Search feature
• The Finance Tab
• Checking your A1 Balance
• Finding your Budget & Available Balance
• Additional Ways to view your Budget
• Where can I view my current transactions
• How to enter and view Memo Reservations

Financial Downloads

• How to use the Financial Downloads
• The Financial Downloads

Excel

• Excel Basic Functions
• Excel Shortcuts
• Excel Reference

Payroll Training

• Banner Payroll
  Earn Codes
• Labor Encumbrances
  How much have we promised to pay this year in Labor?
  How much has been paid this year in Labor?