Finance and Operations

• Organization and Fund Hierarchy
• Account Hierarchy Report
• Budget Pool Accounts

• Biennial Budget Cycle Calendar 

• Departmental Fund Reconciliation Instructions
• Departmental Fund Reconciliation Guidelines

Sample Shadow Budget Templates (for departmental use) 

• Example #1
• Example #2
• Example #3
• Example #4
• Example #5

• Spending Requirements (requires login)
• The Right Report for the Job
• Guidelines on Use of Ed & Tech Fee (E&T) Receipts
• North Carolina State Budget Manual
• Request Banner Account Options
• Standard Operating Practice - Lapsed Salary Budget Requests 
• Fund Matrix
• Transaction Types/Rule Codes

  Banner Finance Training Resources

• Banner Finance Training Manual 
• Budget Query Instructions (Banner 9)
• Online Budget Transfer Instructions (Banner 9)
• Fund Recon Training Materials