Grant Banner Finance Queries

To request access to Banner Finance, please fill out a Banner Finance Security Request.

Once you have successfully gotten Banner Finance access, you can log into Banner by choosing Banner 9 Admin.

Commonly Used Screens

FRIGITD: Grant Inception to Date

Use this screen to view budget, actual expenses, encumbrances, and available balance of your accounts.

  1. Log into Banner Prod
  2. Type FRIGITD in the Go To box and press enter
  3. Enter the following:
    • Chart – Always use C
    • Grant – Use your grant number which starts with a 4XXXXX
    • Grant Year – Leave blank
    • Index – Leave blank
    • Fund – Use your grant number starting with a 4XXXXX or your cost share number beginning with either a 0XXXXX or 1XXXXXX
    • Organization – Pre-populates but you will want to remove the org code
    • Program – Pre-populates but you will want to remove the program code
    • Date From and Date to – Pre-populates but can be overridden for date range specified
    • All other fields can remain blank (Activity, Location, etc.)
  4. Press Ctrl & Page down keys simultaneously or click on next block icon. Press Page Down until the end is reached to give true totals.
  5. The columns represent the following:
    • Adjusted Budget – Budget entered by Grants & Contracts per approved budget(s).
    • Activity –Expenses posted to date
    • Commitments - Encumbrances
    • Available Balance – Budget less Activity less Commitments

FRIGTRD: Grant Transaction Detail Form

Within the FRIGITD screen, you can use this form to see the details of specific expense accounts.

  1. Highlight item to query by clicking in the field or column.
  2. Press F4 key to see line item detail.
  3. Click on the X (icon) at the top right side to return to the previous screen or press F3 then Ctrl and Page Down simultaneously to view more details of the transaction. When you are finished, continue to click on the x (icon) until you are back to the original screen.

FGITBSR: Trial Balance Summary Form

Use this screen to view the fund balance and all balance sheet accounts.

  1. Type FGITBSR in the Go Box and press enter
    • COA – Always use C 
    • Fiscal Year – Generally use current Fiscal Year
    • Enter Fund – For Grant, use the number that starts with 4XXXXX
  2. Press Ctrl and Page Down keys simultaneously or click on next block icon.
  3. Shows balance sheet accounts – assets, liabilities, and fund balance (current and prior year).
    • Revenue, expenditure, encumbrance control accounts are totals of actual year to date transactions
    • Current Fund Balance is at the bottom of the screen. If the balance is other than a zero (0), a debit indicates the fund is overdrawn, a credit
      indicates a normal fund balance.

FGIGLAC: General Ledger Activity Form

Within the FGITBSR screen, you can use this form to see the details of specific balance sheet accounts.

  1. Place cursor in account column where additional information is desired.
  2. Hit F3 to access FGIGLAC.
  3. Click on the X at the top right side to return to the previous screen.

Commonly Used Views

Account Summary: All Levels

Use this option to view budget, actual expenses, encumbrances, and available balance in each expense account. (This option was used in the previous examples)

Account Summary: Level 1 Acct Type

Use this option to view budget, actual expenses, encumbrances, and available balance summarized as Labor and Direct Expenditures.

  1. Log into Banner Prod.
  2. Type FRIGITD in the Go To box and press enter.
  3. Enter the following:
    • Chart – Always use C
    • Grant – Use your grant number which starts with a 4XXXXX
    • Grant Year – Leave blank
    • Index – Leave blank
    • Fund – Use your grant number starting with a 4XXXXX or your cost share number beginning with either a 0XXXXX or 1XXXXXX
    • Organization – Pre-populates but you will want to remove the org code
    • Program – Pre-populates but you will want to remove the program code
    • Date From and Date to – Pre-populates but can be overridden for date range specified
    • Account Summary – Choose Level 1 Acct Type from the dropdown
    • All other fields can remain blank (Activity, Location, etc.)
  4. Press Ctrl & Page down keys simultaneously or click on next block icon. Press Page Down until the end is reached to give true totals.

Account Summary: Level 2 Acct Types

Use this option to view budget, actual expenses, encumbrances, and available balance in summary form. (i.e. salary, benefits travel, etc.).

  1. Log into Banner Prod.
  2. Type FRIGITD in the Go To box and press enter.
  3. Enter the following:
    • Chart – Always use C
    • Grant – Use your grant number which starts with a 4XXXXX
    • Grant Year – Leave blank
    • Index – Leave blank
    • Fund – Use your grant number starting with a 4XXXXX or your cost share number beginning with either a 0XXXXX or 1XXXXXX
    • Organization – Pre-populates but you will want to remove the org code
    • Program – Pre-populates but you will want to remove the program code
    • Date From and Date to – Pre-populates but can be overridden for date range specified
    • Account Summary – Choose Level 2 Acct Type from the dropdown
    • All other fields can remain blank (Activity, Location, etc.)
  4. Press Ctrl & Page down keys simultaneously or click on next block icon. Press Page Down until the end is reached to give true totals.