1:
What is a budget number?
A:
A budget number is the string of numbers used to track budgets and expenses. A budget number consists of a fund, org, account, program code, and sometimes an activity code or location code. The budget number is also known as a FOAPAL.
2:
What is Banner?
A:
Banner is the computer software that the College uses for most of its activities, including tracking financial data. For more information click
here.
3:
What is a FOAPAL?
A:
A FOAPAL is the acronym used by Banner for the budget number.
F Fund
O Organization
A Account
P Program
A Activity (optional)
L Location (optional)
4:
How do I use Banner?
A:
Banner training is provided by LIS.
Click here for more on LIS workshops. For more specific information on navigating on Banner, contact the Budget Office at
budget@middlebury.edu. To get access to Banner, please contact your supervisor.
5:
How do I find out how much money I have in my budget?
A:
Check Banner INB (FGIBDST) for information on your budget, or use BannerWeb. You can also get your budget information from the Hyperion budget reports. Contact us if you are having any difficulty.
6:
I just charged something on a line I haven't budgeted for. How do I change my budget?
A:
You do not have to change your budget as long as you have enough total money to cover the expense. If you would like your budget lines to directly reflect your expenses, please fill out this
Budget Adjustment Form and e-mail it to Budget Office, using it to indicate where you want budget money moved from and to.
7:
What is an activity code?
A:
An activity code is a number that allows easy tracking of an event or on-going activity. When used in conjunction with the org and account numbers the expenses attributed to the activity can easily be monitored.
8:
I found a transaction on my report that wasn't charged to the right org (or fund or account or activity), what do I do?
A:
You will need to request that a journal entry be created, to move the charge to the appropriate place. The Controller's Office handles all corrections to YTD actuals.
Please contact Jean Gross (
cojg@middlebury.edu) in the Controller's Office for more information,
OR you may access the Journal Entry template directly from this link:
Journal Entry template
Further instructions will be found on the Journal Entry template.
9:
How do I get access to a fund or an org for myself or someone I supervise?
A:
There is a "Request Access" form located at the LIS web page that you will need to fill out. Just go to
https://cat.middlebury.edu/forms/lis/banner/banner_request.php.
You will be asked first to log in. The form itself contains directions as well as contact names if you have questions. Once you have filled out the form, click on Submit, and the form will be routed electronically for processing. You will be notified when the new access is in place.
10:
What is the current business mileage reimbursement rate?
A:
Effective January 1, 2009, the reimbursement rate for mileage when traveling on College business is $0.55 per mile.
For 2008, the rate was $0.50 per mile through June 30th and $0.58 per mile for July 1st through December 31st.
If you need to fill out a Travel Reimbursement voucher,
click here to access an electronic form in Excel. Select
Electronic Travel Voucher (.xls)
11:
I'm having trouble running my Hyperion budget reports. Who can help me?
A:
Call Susan Simmons in the Budget Office, x.2049. It could be an access issue or just a simple keystroke error ... Susan can help you with both.
12:
I just got locked out of Banner (or Hyperion). Whom should I call?
A:
Please call the Helpdesk, x.2200. They will forward your request to the appropriate person in LIS who can fix this behind the scenes.
If you need to CHANGE your password for Banner INB or Hyperion Budget reports,
use these instructions.
13:
How much money do I have left in my endowed or gift fund?
A:
Call Ruth Hardy in the Budget Office, x.5592, for balances on these special funds.
14:
I have forgotten my password. Now what do I do?
A:
Again, please call the Helpdesk, x.2200. Your request will be forwarded to the appropriate person in LIS who can help you reset your password.