Banner Information

Banner Training Forms

• Every fiscal officer, administrative assistant, financial technician, management assistant, etc. across campus that deals with the gifts, scholarships and endowments can have access to the Banner Alumni/Development module. It is preferable that they will be trained on how to use these forms. To schedule a training time and place, please contact Dan Noble in Trust and Investment.
• In the future, we hope to have some structured training available through the “Train Track” with Human Resources Development. The class would be similar to the Banner Training courses, only very specific and include more information about the monthly processes, etc.

ADPACCT Instructions

• The ADPACCT report from Banner is a recap of all gifts for a given time frame for one or multiple designations. It is a helpful report for balancing the monthly information and for keeping track of the amounts and donors for a particular area.

GJIREVO Instructions

• GJIREVO is the Review Output form for Banner. It is a way to take the banner reports and import them into Excel format. It details how to save the file as well as how to convert the file in Excel.

ADADESG Instructions

• The ADADESG form in Banner is the designation form. You can look up gifts, amounts, totals, summaries, pledges, gift receipt information, financial aid information, and many other pieces of information regarding gift designations.

Guidelines for Gift Accounting and Budgeting Responsibilites

• This is a quick reference for Gift Accounting and Budgeting.

Administrative Procedures Manual

• Chapter 10 of APM