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 (available online in Skillport- login through My Seaport) 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 (available online in Skillport- login through My Seaport) 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
1.5 ACT106** Taxation Overview (available online in Skillport- login through My Seaport) None
1.0 ACT107** External Invoicing None

*Course not required for Level 1 certification; completion of this course entitles recipient to a special "Grant Certified" designation on the Level One Certificate.

** Electives

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 PUR201 Purchasing Processes 2 FIN101, PUR101,PUR206
1.5 ACT201 UNCW Employee Travel (available online in Skillport- login through My Seaport) 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** Departmental Receipting 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
1.5 ACT203** Nonresident Alien Taxation & Compliance (available online in Skillport- login through My Seaport) None

* 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 (available online in Skillport- log in through My Seaport) 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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