Which Banner Finance screen should I use to find an exact balance at a certain point in time?

 

  1. Open your web browser and go to banner.uncc.edu (VPN connection required)

  2. Select BANPROD located under the Banner 9 Admin Pages area and log in
    1. For a current Fund balance, use Banner form FGITBSR (Trial Balance Summary), OR

    2. You can query by period using Banner form FGITRND (Detail Transaction Activity) for transactions.

      There is no functionality to get a status as of a certain time online, so use Banner Form FGRBDSC (Budget Status-Current Period) for Operating Ledger and Banner ePrint Report FGRFAAC (Fund/Account Activity Report) for General Ledger reports.

 A Request for Product Enhancement exists with the vendor and is on the list to add at some point in time.

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