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FAQs:

 Q: How do I know if a Fund Organization Account Activity (FOAA) has sufficient budget for a transfer?

A: If you are transferring out of a budgeted fund, go to FGIBDSR in Administrative Banner and enter the Fund and Org in question. Hit “Go” and make note of the total budget to actuals (less labor). Assuming the residual is sufficient, find the account in question, and select the budget amount (Column: Adjusted Budget, Row: Proper Account Code). Click “Related” (top-right) and “Transaction Detail Information”. Here you will see a list of budget transfers over the course of the year. If all you see under the column “Type” is “BD01”, this is a permanent available balance. “BD02” is a permanent mid-year transfer. “BD04” is a temporary transfer. If transferring permanent budget, there should be sufficient budget available in both the current year budget (sum of all types) and the permanent budget (sum of BD01 and BD02), less any actuals. If transferring temporary budget, there should be sufficient current year budget (sum of all types), less any actuals.

 Q: I charged something to the wrong budget, should I submit a Budget Change Request?

A: No. This is actually a reclass request through General Ledger.

 Q: I noticed that someone in my department has payroll expenses hitting the wrong FOAA, how do I rectify this?

A: After checking to ensure that the actuals are hitting the wrong FOAA, email budget@spu.edu with a snip of the transactions in question, along with the proper FOAA. If budget is sitting in the incorrect place, please submit a BCR.

 Q: I need access to Administrative Banner, Tableau, or Argos. How do I go about making a request?

A: Please see Request Budget Access (Sandbox) .

 Q: I already have access to budget tools, but I need to additional access. How can I make this request?

Supervisors can fill our our Jira form and note any new funds, orgs, or if salary access is now required.

 Q: I don't have access to documentation regarding the purpose of a designated fund. Can you help?

A: Yes! We have a variety of backup documentation in our office, so between our two offices, we should be able to make sense of the purpose.

 Q: I monitor designated or non-budgeted funds. How can I figure out balances?

A: If you go to FGITBSR in Banner, you can type in the fund number and see the current balance under “Current Fund Balance” in the bottom right. Note that this should be a credit balance, and if this shows as a debit balance, this fund is in deficit and that should be resolved with a transfer (see Budget Forms & Instructions). If you monitor multiple funds, you can pull a larger report from Argos by going through the “Non-Budget Data Cube”.

 Q: I need a notary for an SPU-related purpose. Do you know where I might find someone?

A: For University-related notary services, please contact johansenr@spu.edu to set up an appointment, and plan to bring both your state-issued ID and the document in question (unsigned). We do not currently offer services for documents not related to the University.

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