Finance Access Request Form
If you are new to the University or do not currently have Banner access for entering Banner Requisitions, you will need to submit a Finance Access Request (Link found at bottom of page). This for is also used if you need to revise, add to, or remove existing Banner Finance access.
Before navigating to the request form, please read the below instructions.
Start with Your Basic Information
Enter your name, ULID (C#), phone number and department name.
Choose the Type of Request (Please Select One)
If you do not have existing access, or are new to the University, select "User has no existing Banner Access"
If you have moved department, select "User wants to replace current Banner Access"
If you have existing Banner access, but not access to the Finance module or need additional Fund/orgs added to your profile, select "User wants to modify existing Banner Access"
If you will no longer need access to Banner Finance or would like to have select Fund/Org combinations removed from your access, select "User wants to remove current Banner Access"
Select the Functions You Need (check all that apply)
Mark as many of the functions as needed. At minimum you will need to select "Employee will key requisitions". It is advised to also request "Employee will view budget through ULink"
Provide Funds and ORGNs Codes
List ALL funds and Organization Codes (ORGNs) for which access is needed. If you will be entering a requisition you will need to request "Query & Posting" after each Fund/ORGN.
List one fund/ORGNs per line.
If you will be approving in that Fund/ORGN you will need to add that in the text box as well.
Also add any additional access being requested on its own line.
Access Requests will take a day or two for processing. Actual length of time will be dependent on the Fund/ORGN owner approving the access to the fund.