Training

Training Courses

New to Rice University, or just getting started with the Banner system? Below is a list of classes available.

• Instructor led Banner Terminology and Edgar Web Applications - request to schedule a class by emailing helpdesk@rice.edu.
• Payment Solutions Training (required before gaining access to the Check Request or Travel/Entertainment/Business Meeting web entry forms) - contact Payment Solutions to schedule a class
• Credit Card Deposit Voucher (required before gaining access to the Credit Card Deposit Voucher or Deposit Voucher forms) - contact Cashier’s Office to schedule a class

 

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
• New Employee Training at Rice

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?