Business & Fiscal Affairs

Training

Information & Assistance:

Valerie Greenwood
Director of Accounting
Phone: 931-372-3002
Email: vgreenwood@tntech.edu
Location: Derryberry, Room 117

General Training Information

Training sessions are offered monthly for anyone that needs to get access to Banner Finance and/or needs training related to Business Office and
Purchasing processing. These sessions can also be attended by anyone that would just like a refresher.

Training Registration


Training Dates

Hover over class name for course content.

Class Date and Time Location
Eagle Buy Shopper April 11 - 1:00 p.m. - 2:30 p.m. Clement Hall 313 B
Procard Policy April 19 - 11:00 a.m. - 12:00 p.m. Derryberry Hall 302
Eagle Buy Approver April 26 - 9:00 a.m. - 10:00 a.m. Clement Hall 313 B
Procard Website April 26 - 10:00 a.m. - 11:00 a.m. Clement Hall 313 B
Banner Finance Navigation, ePrint, and BDMS April 16 - 1:00 p.m. - 4:30 p.m. Clement Hall 313 A
Budget, IDT, and Business Policies April 17 - 1:00 p.m. - 4:00 p.m. Clement Hall 313 A
Eagle Buy Requestor April 18 - 8:00 a.m. - 12:00 a.m. Clement Hall 313 B
Travel Policies and Procedures April 20 - 9:00 a.m. - 11:00 a.m. Clement Hall 313 B

Hover over class name for course content.

Class Date and Time Location
Eagle Buy Shopper May 10 - 9:00 a.m. - 10:30 a.m. Clement Hall 313 B
Procard Policy May 17 - 11:00 a.m. - 12:00 p.m. Derryberry Hall 302
Banner Finance Navigation, ePrint, and BDMS May 10 - 8:00 a.m. - 11:30 a.m. Clement Hall 313 A
Budget, IDT, and Business Policies May 11 - 1:00 p.m. - 4:00 p.m. Clement Hall 313 B
Eagle Buy Requestor May 16 - 8:00 a.m. - 12:00 a.m. Clement Hall 313 B
Purchasing Policy May 22 - 1:30 p.m. - 3:30 p.m. Derryberry Hall 302
Travel Policies and Procedures April 20 - 9:00 a.m. - 11:00 a.m. Clement Hall 313 B

Hover over class name for course content.

Class Date and Time Location
Eagle Buy Shopper June 7 - 9:00 a.m. - 10:30 a.m. Clement Hall 313 B
Procard Policy June 14 - 11:00 a.m. - 12:00 p.m. Derryberry Hall 302
Banner Finance Navigation, ePrint, and BDMS June 11 - 1:00 p.m. - 4:30 p.m. Clement Hall 313 B
Budget, IDT, and Business Policies June 12 - 8:00 a.m. - 11:00 a.m. Clement Hall 313 A
Eagle Buy Requestor June 13 - 1:00 p.m. - 4:30 p.m. Clement Hall 313 B

Hover over class name for course content.

Class Date and Time Location
Eagle Buy Shopper July 12 - 9:00 a.m. - 10:30 a.m. Clement Hall 313 B
Procard Policy July 19 - 11:00 a.m. - 12:00 p.m. Derryberry Hall 302
Banner Finance Navigation, ePrint, and BDMS July 23 - 8:00 a.m. - 11:30 a.m. Clement Hall 313 B
Budget, IDT, and Business Policies July 24 - 8:00 a.m. - 11:00 a.m. Clement Hall 313 B
Eagle Buy Requestor July 25 - 8:00 a.m. - 12:00 p.m. Clement Hall 313 B

Registration Instructions

Please register for a session here. If no one registers for a session by the end of the prior working day, then the session will be canceled.

What training do I need?

Select your role on campus.

Banner Finance Navigation, ePrint, and BDMS - Required

Budget, IDT, and Business Policies - Recommended

Eagle Buy Requestor - Required

Travel Policies and Procedures - Recommended

Procard Website - Recommended

Procard Policy - Required if obtaining a procard/Recommended otherwise

Purchasing Policy - Recommended

Eagle Buy Approver - Required if approving requisitions in Eagle Buy

Travel Policies and Procedures - Required if approving travel claims and requisitions

Procard Policy - Required if approving procard reconciliations

Banner Finance - Recommended

Contact Valerie Greenwood to schedule one-on-one training that covers viewing accounts in Banner Finance INB and/or SSB.
Valerie Greenwood
Phone: 931-372-3002
Email:
vgreenwood@tntech.edu

Purchasing Policy - Recommended

Procard Policy - Required

Procard Website - Required if procard user is reconciling own account

Eagle Buy Shopper - Recommended

Purchasing Policy - Recommended

Training Class Descriptions

Select a class below for a description of course material.

Class Duration: 3 1/2 hours
This course is designed for new users of Banner Finance. This course covers basic navigation of Banner INB and ePrint for Finance, as well as BDMS (scanned documents). Also, the basics of the University and Foundation accounting structure are covered.
Class Duration: 3 1/2 hours
This course covers budget and IDT procedures; preparing budget revisions and IDT forms; and other business policies. This course is recommended for all new bookkeepers. This is also a good refresher course for any bookkeeper.
Class Duration: 2 hours
This course covers travel policies and procedures, including preparing travel claim forms. This course is recommended for all new bookkeepers. This is also a good refresher course for any bookkeeper.
Class Duration: 1 hour
This course trains procard users and/or bookkeepers on the US Bank Access Online Website which allows users to view transactions and reallocate transactions to appropriate indexes and account codes as needed.
Class Duration: 1 hour
The training will cover Procard Policy and is required for any new cardholder before a credit card can be ordered in their name. The course, however, can be attended by anyone who wants to understand proper procard use.
Class Duration: 3 hours (1 to 1 1/2 hours for Shoppers)
This course trains Eagle Buy Shoppers how to shop, create carts, complete various Purchasing forms, and create requisitions.
Class Duration: 3 hours
This course trains Eagle Buy Requestors how to shop, create carts, complete various Purchasing forms, and create requisitions. In addition, Requestors are shown how to submit requisitions, create receipts, and review previously created documents. At the end of the course, Requestors are taught how to submit invoices and reimbursements for payment which includes a review of the Accounts Payable (AP) forms.
Class Duration: 1 hour
This class for Approvers covers how to review requisitions and the various Purchasing and Accounts Payable forms; an overview of Purchasing and Accounts Payable procedures and policies; and the Delegation of Signature Authority policy.
Class Duration: 1 hour
This class covers the basics of Purchasing policies, including competitive bidding, service contracts, blanket orders, etc. It would be helpful for new hires who will be involved with purchasing transactions, or as a refresher course for current employees involved with purchasing. Participant may want to bring a laptop or tablet, but it is not required.

Banner Finance Authorization Forms

For new Banner Finance users, please fill out the following forms and bring to Banner Finance Navigation, ePrint, and BDMS Training or mail to Box 5037 to Valerie Greenwood:

Banner INB, SSB and Argos Authorization Form

This form should be completed for one module. A separate form must be completed for each module (Financial Aid, Finance, Human Resources, and Student & AR). Please send Valerie Greenwood the form with Finance checked for INB Access. Please indicate the indexes or areas that you need access to in the box in section 1b on the form or on a separate sheet of paper.

BDMS Authorization Form

Please select the "view" box next to FIN Finance - B-F-DOCS under the application column. Sign as the user at the top and bottom of the form. Also, please have your supervisor sign the form.


Training Materials

Banner Finance Navigation, ePrint, and BDMS

Budget, IDT, and Business Policies

Eagle Buy Training

Travel Policies and Procedures