Banner Finance
FOAPAL stands for the six accounting elements of financial data in Banner: Fund, Organization,
Account, Program, Activity, and Location. FOAPAL authorization is also referred to
as Fund-Organization Access. In Banner, all access to Finance data (both University
and Foundation) is contingent upon the authorized/established Fund/Organization Access
for an individual.
Admin Banner access to the Finance Module is restricted to internal staff within financial
departments. This access encompasses essential functions such as General Accounting,
Budget and Position Control, Procurement, Approval Processing, Accounts Payable, Fixed
Asset, and Research Accounting. Moreover, Admin Banner finance access includes functionalities
for finance system administration, fund-org (FOAPAL) security control, chart of accounts
maintenance, finance document approval processing, and more.
Approval for query access to Admin Banner Finance can be granted to roles such as
internal auditors or budget officers, with the consent of your cost center budget
analyst.
The Finance Dashboard (formerly known as Finance Self-Service Banner - SSB) is exclusively
accessible to authorized users within university departments. This tool empowers departmental
users to review and manage their authorized budgets. Additionally, it enables them
to initiate and approve requisitions for purchases, which are then charged against
their budgets. The Finance Dashboard features resources tailored for departmental
users involved in purchase processing and provides real-time monitoring of the budgeted
balance available for those purchases.