Fill out the Banner Finance Access Request Form or visit the Account & Security Access Request Forms section of the forms page for HR, Student, or Accounts Receivable access.  Submit the completed form to Shannon O'Kelley at slokelley@alaska.edu.  She will grant you access and send an email with instructions on how to access.

Processing a relocation allowance requires the following steps to be completed:

1. Complete the form and obtain appropriate signatures.
   (Note: the "Budget" signature line is to be completed by the Financial Manager, not the Office of Finance & Accounting)
2. Enter the encumbrance in Banner as a Direct Pay (FGAENCB).
3. Send the form to Kathy Jeffords in Accounts Payable for payment.

Please see UA Regulation 05.02.06(B) for more information.

This depends of the type of change requested.

For accounting changes (fund/org/acct data) on an FP or P0#, please send an email to Kathy Jeffords at mkjeffords@alaska.edu with the record # and changes you are requesting.

For increases/decreases to the amount of a purchase order (FP), please contact the Procurement Officer that issued the purchase order in question. You can find this this information by going in to the purchase order through the FOIDOCH Banner screen. The Buyer Code field will display the Procurement Officer assigned to the purchase order.

Leave the Banner document "In Process." If the encumbrance is an emergency, please complete and submit the NSF Override Form to Finance & Accounting for processing AFTER reveiwing the guidelines outlined in the form. Please note this is now an online form so there is no need to sign or fax the old form.

Once approved, the Banner record will be forwarded to Procurement for processing (if a REQ), or available for payment through Travel or A/P if a TA, Direct Pay, or LPO.

If the situation does not warrant an NSF override, complete a Budget Revision (or JV Transfer) to increase the available expenditure balance.

Please contact Jason Theis at jwtheis@alaska.edu for questions regarding NSF Overrides and other alternatives.

If you know the vendor or student ID# and have access to banner, you can find the requested information by going to FAIVNDH and entering the ID#, then pressing (ctrl + page down).   A list of all payments made to that ID# within the last fiscal year will appear.   If you are a vendor or you simply don’t see the applicable information, please e-mail Accounts Payable at fyap@uaf.edu.

Generally PCN’s are assigned when a job posting is submitted through UAKJobs. Occasionally it can be assigned without a job posting. Search the active PCN list to see if your department already has one for the specific type of position. If there isn’t one available that matches what you want, fill out the New PCN Request form and submit.

Please see the detailed instructions available for completing both the Budget Revision and Journal Voucher. There is also additional information available in the Finance Forms section of the Forms page to assist you with the Journal Voucher.

Position management starts with knowing what positions belong to your department. You can look at the Active PCN list that is posted on our site to find that information.

Once you  are familiar with the positions assigned to your department, it is important to maintain the budget for each of them. Check the labor reports or Banner to find the available budget and expended amount for each position. If there is no budget listed for a position, a budget revision is needed. If the expended is not listed in the right fund/org/acct, it needs to be corrected. An EPAF (electronic personnel action form) can be used to change future labor charges and a labor redistribution is used to change current fiscal year charges that have already cleared Banner. If labor from previous fiscal years needs to be moved, a JSPC or JPAY can be done under certain circumstances. Contact OFA to discuss your circumstances before processing.

If your department has a need for a new position and there isn't a PCN available for it, you can request a new PCN from OFA. Typically this is done through a job posting on UAKJobs. If a job posting is not needed (only special circumstances) a request can be made to OFA through the PCN Request Form.

All three tasks can be completed by emailing the required form or information to Melissa McDonough at m.mcdonough@alaska.edu. Please note that the forms do not need to be physically signed, but the requestor should be a Director or Financial Manager.

Fund 5 Maintenance

Complete the Fund Code Maintenance Form.

Note: Restricted fund requests/changes should be routed through OGCA.

Org Code Maintenance

Complete the Organization Code Maintenance Form.

Make sure to review the instructions for assistance with this form.

Program Code Maintenance

To request a new program code, please send an email to Melissa McDonough with the 2-character alpha code needed, your department, and a brief explanation of the reason for the request. Program codes can only be entered or changed by Statewide.

For a complete listing of all UA account codes and descriptions, please visit the Statewide Accounting and Adminstrative Manual - Section 200. You will also find links to balance sheet account codes (general ledger) and program code definitions.

Please visit the RSA page for help with this task.

There are many "canned" reports available on a server called bluewhale. Please see the instructions to access this server. You will need to call Lynn Wrightsman at x6969 for the password.

We also have queries available to Financial Managers located in the Financial Manager Resources-Toad Queries area of this website.

You can review the current list of unlocated ACH deposits in the FGIGLAC Banner screen. Enter 103010 for the fund and 0773 for the account code and Ctrl-Page Down. You may either scroll through the list or search for the specific amount you are looking for. 

In order to search for an amount, press F7 (this should clear the screen) and tab to the amount box. Here you can enter the full amount you are searching for and press F8.  If you are unable to find the information you are looking for, please contact Penny Bales at jcbales@alaska.edu.

*Please note that amounts may vary if fees were applied.*

Check the Fund Activity Reports located in the Financial Reports section of this website. The "available balance" column will display the fund balance for that particular time frame.

Please see the Recharge Centers section of our website for the past three fiscal years' rates.

If the purchase is less than $100 and does not include a representational allowance item, please complete the Petty Cash Voucher and take it to the Business Office with the purchase receipt.

If the purchase exceeds $100 and/or includes represenational allowance items, a Direct Pay encumbrance in Banner will be required to reimburse the individual.

Visit the Travel page! You will find everything you need to know about the processes and procedures involved with UAF Travel.