How do I sign up for Direct Deposit?
To sign-up for Direct Deposit for Travel Reimbursement,
review this FAQ & Instructions.

When should I fill out an approval queue setup form?
This Banner Approval Queue Setup Form is used to add or remove employees who leave or are new to a department. This needs to be done before documents are entered into Banner to assure they are being approved. Any changes in a departments chart of account structure may require this form to be updated. If you have any questions, contact Frank Grady at Information Systems Support 406-243-2940.
Frank Grady | Approval Queue Setup Form

Procard

How can I receive training for the US Bank Procard and Procard reporting?
Procard training for Banner and Procard reports can be scheduled with the Procard Administrator.

Procard information is available on the Procard Page.

Call Joneal Szwedkowicz at 243-2306 to schedule training.

UM Travel

Who do I contact about UM Travel and filling out the Travel Forms?

Information and forms for UM Travel are available on the Travel Page.

Contact Danielle Hopper at the Travel Desk: 243-2113.

Banner Finance Training

Banner Basics	IT Central	243-4357
Invoice Entry and Query	Kay Lamphiear	243-4935
Journal Voucher Entry and Query	Katie Dalessio	243-6054
Finance Data Warehouse (FinDW)	Val Lockridge	243-5558
Purchasing Training	Lu Terry	243-2204
Contractors/Consulting	Susan Sine	243-2195

Training Resources

• Training Lab
• Banner Support
• Training Media

What is the importance of including the Vendor Invoice Number on Direct Pay Banner Finance Invoices?
The Vendor Invoice Number prints on the State check generated by the Direct Pay Invoice you enter. The vendor receives no other document or information with the check. So, if you do not enter the correct vendor invoice number (from the vendor's invoice, of course) on the Direct Pay Invoice form, the vendor may not be able to tell what the check is for. This is critically important for payments to vendors who receive multiple checks from UM.

Where can I get answers to my general Business Services questions?
For help with our processes, financial data entry, or procedures, please contact us via e-mail:

  Business Services

Please Note: We normally respond within one working day, often within two hours or less.

We also recommended that you subscribe to The Business Services Listserv which can be done quickly using the subscription form below:

Enter Your Email:

How can I receive help from IT Banner staff?

For assistance with Banner's operating features and functions.

For help installing the Banner icons on your computer's desktop.

For desktop setup issues.

For general computer and network solutions.

Contact:
IT Central: 243-HELP (x4357)

What if I forgot my Banner Finance password?
For Banner Finance password resets, contact:
Frank Grady, Banner Finance Production Assistant at 243-2940.

How do I access the monthly Banner Finance Web Reports?
These reports are accessible through the Banner Support Website.

To access the reports:

Go to Business Services Reports

Select the desired report.

You will be prompted for your Network Password.

Log on using your UM Domain Account. This is NOT your Banner account, but the account verifying that your computer is authenticated against the UM Domain. (i.e.: um\first.last, um\lastfm)

Once logged onto the website, the selected report will open.

For UM Domain account assistance contact:
Information Technology - Operations
243-2606