Fund Types and Budgets Training
Instructions/SOP
- Activity Code Definition (PDF)
- Activity Code Request in TeamDynamix
- Fund Type Descriptions (PDF)
- Quick Reference Guide of Spending (PDF)
- Budget Contacts (PDF)
- Organization Request Form (PDF)
- Instructions to Request a New Organization Code (PDF)
- F&A Activity Code for PI’s Request (XLSX)
- Finance Applications Descriptions Logon Links (PDF)
- Team Dynamix link to Request Activity Code
- Getting Started in Banner Finance (PDF)
- Banner Finance Security Access
- Banner Finance Upcoming Training
- Banner Finance Training Documents
- Funds Budgets
- Rule Class Code Description
- Transaction Type (see Rule Class Code Description)
- View Grant Budgets (PDF)
- View State Budget (PDF)
ecuBIC Queries
- Operating Ledger Balances by Account Pool Summary
- Operating Ledger Balances by FUND or ORGN
- Transactions
- Revenue/Expense Trans by FUND
- Cash Balances by ORGN or FUND (for Foundation, ITF, and State Funds)
- Cash Balances by ORGN History (for Foundation, ITF, and State Funds)
- Operating Ledger Balances for ECUP Funds
- Operating Ledger Bals for State Funds