Banner Frequently Asked Questions & Answers

Banner Terminology

  • Fund - a 5 digit code that replaces the FRS general ledger (map code) account number; required on all transactions. When entering requisitions, the end user should never enter or change a fund code; it will default in from the index code. When querying budgets, the fund code will default in from the organization code.
  • Organization - also called ORG code; a 6-digit code that replaces the FRS subsidiary ledger account number; required on all revenue and expense transactions. When entering requisitions, the end user should never enter or change an organization code; it will default in from the index code
  • Program - a 2-digit code that is used strictly for financial statement purposes; required on all revenue and expense transactions. When entering requisitions, the end user should never enter or change a program code; it will default in from the index code. When querying budgets, the program code will default in from the organization code.
  • Account - a 4-digit code that replaces the FRS subcode; required on all transactions
  • SSB - Self-Service Banner

Where do I change my name?

After logging into SSB, click on Personal Information and then click on Name Change Information. The proper procedures for faculty, staff, and students are listed there.

What subcodes do I use?

In Banner, these are called Account Codes. Click here to go to the FRS to Banner Crosswalk information page.

I forgot my PIN. What should I do?

Click on the 'Forgot PIN' button and answer the hint question that you should have set up. If you answer correctly, you will be given the chance to create a new PIN.

I should have query access to Banner and I don't. What should I do?

Contact the Budget Office.

I should have posting access to Banner and I don't. What should I do?

If you have not been to Purchasing Training, you may schedule training by emailing Terence Haley at haleyt@uah.edu. If you prefer to navigate through the process on your own you may complete the Banner Self Service Access Request Form (this form is accessible on the Budget and Management Information Office web site). Once you have received your access to Banner Self-Service Finance, you can print the workbook from the Procurement Services website and begin your Banner Self Service Requisitioning Experience.

If you have been to Purchasing Training, contact the Budget Office.

I need help entering a requisition. Who should I contact?

See Banner Helpful Reminders. Please contact the Purchasing Department for all other issues regarding requisition entry.

I entered a requisition and got a message that the fund, organization, or account is not valid. What should I do?

There are several things to try:

  • Enter your index again, and validate again.
  • Do a code look-up on the account code. Enter your account code and accounting again, and validate again.
  • If you got the message when you validated your index code, please send an email to Melanie Newby and Brandy Nicholson. Please give the following info: index code; the org, fund, and program that defaulted in, and if any, the account code.

I entered a requisition and got a message that I do not have security for the fund and/or org. What should I do?

Contact the Budget Office.

How do I get inception-to-date information in SSB?

  1. Click on Budget Status by Account.
  2. After entering your index, click submit query.
  3. Then, enter your grant number and click submit query again.

How do I see PI F & A in SSB?

Before submitting query, be sure to check the Include Revenue Accounts box.