Banner Access (Adding or Removing)

Our office provides and/or removes access to Banner Finance Self-Service (FSS) and Banner Admin (formerly known as INB).  FSS is used to assist in budget management for the entire campus community while Banner Admin is typically reserved for the Finance and Administration divisions as well as Contracts and Grants Accounting. 

Important Information for Access Requests 

WE ARE NO LONGER ACCEPTING PAPER FORMS FOR ANY BANNER ACCESS EFFECTIVE IMMEDIATELY.  Banner Admin and Finance Self-Service forms have been combined and are now one form.  

Please see the instructions below for the link to the electronic Kuali form.  Please complete the Banner Finance Access Form to add or remove access.  The requesting department must request that our office add or remove access; no access is added or removed without departmental approval.  When an employee transfers within the university, the department they are leaving MUST complete the Kuali form for access removal from the department they are leaving.  Access removal is NOT automatic.

Adding Access

  • You will need Finance Self-Service access if you:
  1. Handle budget statements for your department (Query access)
  2. Enter requisitions (Posting access)
  3. Approve timesheets (Web-time Entry)
  4. Have faculty development, startup, or PI (Principal Investigator) Incentive accounts.   

Banner Access is not the same as approval authority.  Banner FSS access adds access to orgs in order to have the ability to Query and/or Post to the requested orgs. Posting access gives the user access to enter and/or approve requisitions and journal vouchers, but not approval authority. You can have access to approve, but not the authority to approve and vice-versa.  

While our office gives ACCESS to approve in FSS, it cannot give the AUTHORITY to approve.  The process to be added as an approver to an org(s) is handled through the Accounting and Financial Reporting office and has nothing to do with Banner access.  The Signature Authorization form must be completed and sent to the Accounting and Financial Reporting office in order to add approval authority.

Important Update Information about Banner Admin (formerly known as INB)

Banner Admin is different from Banner INB in that it is the new name for Banner INB in the Banner 9 system.  It is an interface that allows users to access administrative data for human resources, finance, admissions, financial aid, payroll, records and registration, and recruiting.  Access is reserved for those in the Finance division and Research C&G Accounting division; other access is granted on a case-by-case basis.

Banner Finance Self-Service Training

Our office provides training for general Finance Self-Service navigation.  The training provided focuses on reading budget queries and budget management (reading budget statements and accessing e-Print reports).  

Our office does NOT provide Requisition (Business Services), Web-Time Entry (Payroll), or ePAF training (HRIS). Please contact the appropriate offices. 

Canvas Training 

Please request access to our Canvas course.  Then please visit https://uah.instructure.com/ to find our Canvas course entitled "Finance Self-Service Training".  The video modules related to the pdf files below are available for you to access at your convenience.

Please allow 2 1/2 to 3 hours for a training session if it is the first time you have trained.

 

Banner Finance Self-Service Training PowerPoint PDFs:

    Finance Self-Service Test and Other Helpful Info

  • Banner FSS 9 Test Environment Available - All financial managers should be testing any new upgrades which are communicated by OIT.  Please email our staff if you need access to the Test environment.