MTSU Banner Finance FAQ

Disclaimer: This FAQ is in reference to Banner Finance only. For questions regarding other administrative information systems, please contact the appropriate responsible department.

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  • What is Banner Finance?
    • Banner is an enterprise resource planning (ERP) information system that is currently being implemented at all Tennessee Board of Regents educational institutions.
    • Banner Finance is one part of the Sungard Higher Education Banner suite of applications that replaced the administrative information system known as FRS.
  • Will FRS continue to work?
    • End users may only access financial information for fiscal years prior to 2006 in FRS.
    • All financial information for fiscal year 2006 and beyond must be accessed via Banner Finance.
  • Will SIS continue to work?
    • SIS will continue to work until it is replaced with Banner Student.
    • End users will be notified of the Banner Student implementation date and training availability.
  • When will I receive training on Banner Finance?
    • MTSU Business and Budget offices regularly hold departmental training sessions for Self Service Banner and e~Print, and end users are notified via email ahead of time.
    • Training documentation for Banner Finance is available at the Business Office Web site.
  • How do I obtain a user ID and PIN for Banner Finance?
    • If you previously had access to FRS, you should have already received a user ID and PIN for Banner Finance.
    • If you are a new employee or a new user, you must complete and submit the MTSU Banner Finance Account Request form.
  • How do I access Banner?
    • Users may access Internet Native Banner, Self Service Banner, and e~Print here.
    • Access to Internet Native Banner and Self Service Banner is restricted to on campus, wired Internet connections only (NOTE: you CANNOT connect to these systems using the MTSU wireless network).
  • What is the difference between Internet Native Banner (INB) and Self Service Banner (SSB)?
    • Internet Native Banner (INB) is intended for heavy users and those requiring more administrative functionality.
    • Self Service Banner (SSB) is intended for light users and does not include the more complex features found in INB.
    • The majority of users will utilize SSB.
  • Are there any system restrictions?
    • SSB automatically logs out after 2 hours of inactivity.
  • How do I access my department's monthly financial reports?
    • As with FRS, monthly financial reports are available via e~Print.
    • You may refer to the e~Print Quick Guide.
  • What is a Banner Finance index code?
    • What used to be known as an account in FRS is now an index code in Banner Finance (without a dash -).
    • An index code is merely a shortcut to a Banner Finance FOAPAL.
  • What is a FOAPAL?
    • FOAPAL is an acronym for an accounting string in a Banner Finance; it relates to Fund, Organization, Account, Program, Activity, and Location.
    • Although you can still use your index code in Banner Finance, users need to become familiar with their department organization code.
  • How do I know my department's FOAPAL?
    • You may use the code lookup utility on the Business Office Web site.
    • You may also reference your FOAPAL in a SSB budget query.
  • What is a Banner Finance account code?
    • What used to be known as an FRS object code is now a Banner Finance account code.
    • Banner Finance account codes are 5 digits, whereas FRS object codes were 4 digits.
    • Salary and wage account codes begin with a 6, and expense account codes begin with a 7.
    • For example, the supplies FRS object code 4510 is now the Banner Finance account code 74510.
  • How will I know what the equivalent Banner Finance account code is for a certain FRS object code?
    • You may use the code lookup utility on the Business Office Web site.
    • The Department Reference Guide and Banner Code Listing documentation is also distributed during the beginner's end user training sessions and is available by request from MTSU Accounting Services office.
  • Are there any new requirements for grants?
    • Grants are treated like other departments.
    • The only difference is that when performing a SSB budget query, you must populate the Grant Code field.
    • Your grant code is the same as your fund code.
  • Are there any new requirements for viewing Foundation financial activity?
    • Foundation financial information is obtained via the same processes as one would use for viewing University financial information.
    • The only difference is that you must specify Chart F in INB, SSB, and e~Print.
  • Why can't I view general ledger activity in SSB?
    • General ledger activity can only be viewed in INB or e~Print.
    • You may refer to the e~Print Quick Guide.
  • Are there new processes for payment and travel authorization requests?
    • No. Users will still follow the same processes.
    • The only difference is that travel authorization requests are no longer encumbered.
    • NOTE: Employees who receive their payroll direct deposit advice via email will also receive travel and other reimbursement notifications via their MTSU email address.
  • Who do I contact if I have a question about a specific charge?
    • You should contact the appropriate department responsible for the charge.
    • You can identify the responsible department by the type of document posted to your organization.
    • For example, if the document begins with a "BS", it is a bookstore charge and you should contact Phillips Bookstore. If the document begins with an "I0", it is an invoice and you should contact Accounting Services.
    • You may access the list of document codes on the Business Office Web site.