Documents and Forms

Policies and Procedures [+]


Fiscal year-end 6/30/07 Finance & Business (Word)

Memo detailing the Office of Finance & Business fiscal year-end deadline dates and procedures.
Updated 06/01/09
Travel Policy (Word)

The New School's Faculty and Staff travel policy. Updated 06/16/2004

Business Expense Policy (Word)

The New School's Faculty and Staff business expense policy.
Updated 06/16/2004

   Cash receipts procedure (Word)

Procedure for processing gift, grant, and all other non-development/non-bursar cash receipts (effective 7/1/03).
Updated 7/2/03

Fiscal Year End Close - 2012

Fiscal year end 2012 close schedule 

    

Reference Material [+]


Banner Finance Rule Code Listing
Updated 09/18/2011


 

Training [+]


Banner Finance System Overview
Computer Based Training
Updated 01/19/2007
Organization Budget Status Form (Word)

Training Document
Updated 11/04/2002
Transaction Detail Form (Word)

Training Document
Updated 11/04/2002


FOAP Coding Training Presentation (PowerPoint)
Training Presentation
Updated 7/12/2005

Interactive Report Training Presentation (PowerPoint)
Training Presentation
Updated 7/12/2005

   Data Extract Feature (Word)

Training Document
Updated 11/04/2002
Performing Queries (Word)

Training Document
Updated 11/04/2002
Finance Self Serve Training(PDF)

Training Document
Updated 9/18/2011

Archives [+]


Document Codes (Excel)

Document detailing Banner Finance System Doc Codes
Updated 10/23/2002


Rule Codes (Excel)

Document detailing Banner Finance System Rule Codes
Updated 10/23/2002

IFAS to Banner conversion document (Excel)

Document converting IFAS Project-Object to Banner FOAP Codes
Updated 1/24/2002



Accounting Forms [+]


Banner Reclassification (non-labor) Form (Excel)

Form for Reclassifying Operating Ledger Activity
Updated 2/2/2004
Banner Budget Adjustment Form (Excel)

Form for adjusting/correcting Operating Ledger budgets
Updated 7/10/2002