Training Resources - Finance Overview
The information on this page is helpful to those who are new to Banner as well as those that need a refresher on Banner basics.
Banner Finance Overview CBT (CBT )
A Computer Based Training Module (CBT) is an online, interactive course. This CBT is designed for new users to learn about Banner Finance as well as for existing users who seek a refresher. CBTs do not have to be completed all at one time.
WFU Banner Finance Overview (PDF )
This presentation outlines how Banner Finance is structured. The chart of accounts - its structure and use - is discussed at length. An overview of each Banner module used within the Finance division is also provided.
Chart of Accounts Overview (PDF )
This document discusses the Wake Forest chart of accounts in extreme detail. The Banner setup forms are discussed for each chart element (FOAPAL) as well as fund types and accounts.