Get Banner Finance Self-service / User Guide / 8.5. Overview / Forms / Processes / Queries / Index

This guide provides a structured approach for users to effectively complete the Banner Finance Self-Service documentation. By following these steps, users can navigate the form requirements with confidence and clarity.

Follow the steps to complete the Banner Finance Self-Service form.

1. Click the ‘Get Form’ button to download the form and open it for editing.
2. Identify the relevant section of the form that pertains to your needs, whether it is for budget development, transactions, or queries.
3. Fill out each required field carefully, including any optional fields that may provide additional context or clarity to your information.
4. Utilize the available tools for code lookups or parameters that can help you select the correct values for your entries.
5. Review your entries for accuracy. Ensure that the information matches your expected data, particularly for funding sources and account codes.
6. Save your changes as a template if you will need to reuse the information later. Use the ‘Save as Template’ option to do this.
7. Once all fields are complete, you can choose to download the completed form, print it, or share it with other users, depending on your needs.

Start completing your documentation online today to streamline your financial processes.