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Frequently Asked Questions (FAQs)

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Finance






  1. Where do I find my Fund Balance? There are multiple ways to find Fund Balance: 1. FGIBDST and FGIBDSR will give you Available Balance for the SL Accounts by "unchecking" the "Include Revenue" box. 2. FGITBAL and FGITBSR will give you Fund Balance for Non-General Fund (GL) Accounts. 3. FGIBSUM shows each major category balance separately. Does not include documents In-Process, Un-Approved, or Incomplete. 4. FGIBAVL gives budget breakdown for each category expense and the balance of each. Balances include all documents generated against a particular FOAP.



  2. Which forms allow viewing of multiple FOAP's being charged? FGIDOCR shows a detailed list of all PO's and their status. FGIOENC gives a detail list of all PO's for a particular Org and/or Fund. FGIENCD gives the detail of a particular PO. FOADOCU allows viewing of all documents by orginal user. Options allow users to drill down to view more information about the document.



  3. What is the difference between the Activity Date and the Transaction Date? The Activity Date of a document is the date that the transaction was entered into Banner. The Transaction Date is the period that the transaction was posted to.



  4. What are Activity Codes? Activity Codes are used to identify special events, projects, and/or programs. i.e. Homecoming, Golf Outings, Banquets, etc.






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