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Using Attributes in Banner Finance (4326)
Track:
Finance
Program Code: 4326
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
Bob Siegfried, Director, Finance & Administrative Systems, Lehigh University
Description
Learn how Lehigh University utilizes baseline attribute functionality as an extension of our Chart of Accounts to add reporting flexibility and enhance accounting controls. In addition to sharing examples of how attributes can be used, you will also learn how to set them up and assign them to FOAPAL elements. Lehigh converted from FRS Plus to Banner in 2001 and quickly learned how to apply their extensive use of attributes in FRS to Banner. Attributes allow you to define unlimited reporting elements in addition to the basic hierarchical structure of the FOAPAL elements in your chart of accounts. Learn how Lehigh uses attributes to prepare the 990 tax schedules, NSF survey, NCAA and EADA reports, associate authorized signers with FOAPALs, control report distribution, prepare our IC rate proposal and create custom internal and external reports.