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Training: General Accounting

TRAINING LAST UPDATED
General Accounting Training Workbook 
Banner General Accounting Training Workbook.
03/09/2011
MicroStrategy Finance Web Reporting
This presentation provides an overview of MicroStrategy and how to use the new Finance “web reports”. It steps you through screen shots of various MicroStrategy reporting features including how to filter the report documents, print the documents, view the source data and export to Excel, use hyperlinks to view supporting information, save your results to your history list, and create subscriptions to run and distribute the reports automatically.
01/09/2017
MicroStrategy Finance Web Reporting
This audio-visual tutorial provides an overview of MicroStrategy and how to use the new Finance “web reports”. It includes a detailed demonstration of various MicroStrategy reporting features including how to filter the report documents, print the documents, view the source data and export to Excel, use hyperlinks to view supporting information, save your results to your history list, and create subscriptions to run and distribute the reports automatically.
02/22/2021
Navigation Training Workbook 
Banner Navigation Training Workbook.
02/03/2011
FINTRACS Basic User Guide
Quick reference guide for reviewers and approvers for the new Financial Transaction Review, Analysis and Certification System.
06/12/2025
My Journals Training Manual
Training manual for Banner My Journals module.
11/25/2024
My Journals Quick Reference Guide (Preparers)
Quick reference guide for preparers using Banner My Journals.
11/25/2024
My Journals Quick Reference Guide (Approvers)
Quick reference guide for approvers using Banner My Journals.
11/25/2024
My Journals Training
This self-paced module is a comprehensive guide to using the new My Journals tool for submitting journal vouchers electronically, as well as describes the approval process in Banner.  JV preparers will learn how to access My Journals and how to submit JVs and attach the proper documentation, and approvers will learn where, how, and best practices around approving JVs electronically in Banner.  (Online Training)
06/16/2023
My Journals Training-ZOOM Recordings
Video Channels link to all Zoom videos recorded regarding My Journals.
11/25/2024

Introduction to FINTRACS 

This on-demand course discusses the new in-house review and certification tool called the Finance Transaction Review, Analysis, and Certification system, or FINTRACS. The tool provides upper and central management the ability to monitor the review process.  (Online Training)

10/27/2022

FINTRACS Introductory Training-ZOOM Recordings 

Video Channels link to all Zoom videos recorded regarding FINTRACS.

06/14/2024
Activity Class/Activity Codes
The activity class/code training discusses how activity codes are used, how to establish new classes and codes as well as how to maintain existing records. (Online Training)
11/26/2018
FZAISRP
An introduction to the Banner form used by Internal Vendors to recover Hokiemart POs. (Online Training)
03/26/2019
General Accounting Module 1: Banner FOAPAL elements
This module discusses Banner Finance terminology and definitions and explores the Banner hierarchy. (Online Training)
06/25/2025
General Accounting Module 2: Banner Finance Forms
This module looks at common forms in Banner Finance and performing queries within these forms. (Online Training)
06/25/2025
General Accounting Module 3: Understanding your Fund Balances and NSF Checking
This module reviews the Banner hierarchies for fund and organization and discusses querying Banner Finance forms for fund balance information in relation to the non-sufficient funds checking process. (Online Training)
06/25/2025
General Accounting Module 4: Local and Agency Funds Management
This module looks at local and agency funds and management of cash balance funds. (Online Training)
06/25/2025
General Accounting Module 5: Sponsored Program Funds and Inception to Date Forms
This module explores inception to date (ITD) funds and performing queries on inception to date forms. (Online Training)
06/25/2025
HokieMart Access Tutorial
This training covers how to fill out the HokieMart access form, the roles & associated rules.
HokieMart Access Forms
08/03/2017
Journal Entry Transfer Form Tutorial
This presentation covers how to fill out the journal transfer form, the approvals needed, and the required documentation. The presentation also includes information on allowable and unallowable journal transfers.
Journal Entry Transfer Form
07/23/2019
Departmental Encumbrance Training
This training explains when creating a manual encumbrance in Banner may be useful, and walks through the process of doing so step by step using Banner form FGAENCB.
03/04/2021

Finance Account Codes

This course will provide information about Account Codes and their purpose at Virginia Tech. In this training, we will review information related to the chart of accounts and explore how to identify expense account codes to put expenditures on the correct approval path.

10/05/2021