For Staff
CERTIFICATE LEVELS
If you have taken the course previously entitled Introduction to Banner Finance, you will be given credit for FIN101-Finance Orientation and BAN101-Banner Navigation.
Level 1 Certification
| HRS | COURSE | DESCRIPTION | PREREQUISITES |
|---|---|---|---|
| 1.5 | BAN101 | Banner Navigation | None |
| 2.0 | FIN101 | Finance Orientation | None |
| 2.5 | ACT101 | Intro To Accounting | BAN101,FIN101 |
| 2.0 | ACT102 | AP-Paying the Bill | FIN101,ACT101 |
| 1.5 | ACT103 | Intro to UNCW Travel | FIN101 |
| 1.5 | ACT104 | General and Trust Funds | ACT101 |
| 1.5 | CGT101* | Intro to Contract & Grant Funds | FIN101,ACT101 |
| 2.0 | BGT101 | Intro to Budgets | BAN101,FIN101 ACT101 |
| 2.0 | PUR101 | Purchasing Processes I | FIN101 |
| 1.5 | RCT101 | Petty Cash Requests | FIN101 |
| 2.0 | FIN102 | Year End Processing | None |
| 1.5 | ACT105 | uShop Expenditures | ACT101 |
*Course not required for Level 1 certification; completion of this course entitles recipient to a special "Grant Certified" designation on the Level One Certificate.
Level 2 Certification
| HRS | COURSE | DESCRIPTION | PREREQUISITES |
|---|---|---|---|
| 4.0 | PUR206 | uShop Requester/Shopper | None |
| 2.0 | BAN202 | Managing Funds | BAN101,FIN101 ACT101 |
| 1.5 | BGT201 | Banner Budget Revisions | BGT101 |
| 2.0 | BGT202 | Understanding the UNCW Budget System | None |
| 2.0 | PUR201 | Purchasing Processes 2 | FIN101, PUR101,PUR206 |
| 1.5 | ACT201 | UNCW Employee Travel | FIN101, ACT103 |
| 2.0 | ACT202 | Using UNCW E-Travel | FIN101,ACT103 ACT201 |
| 2.0 | BGT203 | Banner Budget Request System | BGT202 |
| 2.0 | BGT204 | Flexing with the Stars | BGT101 |
| 1.5 | RCT201** | Deposit Transmittals | FIN101 |
2.0 1.5 |
PUR202*** and/or PUR203 *** |
P-Card for Cardholders P-Card for Card Coordinators |
None None |
| 1.0 | PUR204*** | P-Card for Budget Authorities | None |
| 1.5 | CGT201* | Using Banner to View Contract/Grant Funds | BAN101, CGT101 |
* Course not required for Level 2 certification; completion of this course entitles recipient to a special "Grant Certified" designation on the Level Two Certificate.
**Electives
***These courses are role specific and are not required for completion of a Level Two Certificate.
Level 3 Certification
| HRS | COURSE | DESCRIPTION | PREREQUISITES |
|---|---|---|---|
| 1.5 | ACT301 | Journal Entries | ACT101 |
| 2.0 | ACT302 | Understanding Interdepartmental Transactions | ACT101 |
| 1.5 | ACT303 | Non-Employee & Student Travel | ACT103 |
| 2.0 | BGT301 | Receipt Supported Budgets | None |
| 2.0 | BGT302 | General Funds Budgets | None |
| 2.0 | BGT305 | The Money Flow | None |
| 1.5 | PUR301 | Independent Contractor Procedures | None |
| 1.0 | PUR302 | Fixed Asset/Equipment Tracking | None |
| 2.0 | BAN301 | Requisition/PO Query Forms | BAN101, FIN101 PUR206 |
| 2.0 | BGT303** | Banner Position Control | None |
| 2.0 | BGT304** | Personnel Budgets | BGT301, BGT302 |
| 1.5 | CGT301* | Managing Your Contract/Grant Funds | CGT101 |
*Course not required for Level 3 certification; completion of this course entitles recipient to a special "Grant Certified" designation on the Level Three Certificate.
**Electives
Decentralized Billing Certificate
| HRS | COURSE | DESCRIPTION | PREREQUIISITES |
|---|---|---|---|
| 1.5 | BAN101 | Banner Navigation | None |
| 2.0 | FIN101 | Finance Orientation | None |
| 2.5 | ACT101 | Intro to Accounting | BAN101, FIN101 |
| 2.0 | BAN102 | Decentralization Billing | BAN101, FIN101,ACT101 |
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