Tools and Resources
Tools and Resources
This Tools and Resources page continues to grow and develop. If you have a suggestion for something to include, please email us.
By Department
Click on a tab to open a drop-down menu of tutorials and information:
Accounts Payable Tutorials
Accounts Payable Information
Budget Tutorials
- Full Banner Budget Manual
- Banner FGIBDST - Organization Budget Status
- Banner NHIDIST - Labor Distribution Data Inquiry
- Budget Queries in Self-Service Banner
- Banner Budget Transfer Procedures
Budget Information
General Accounting Information
Grants Tutorials
Payroll Tutorials
Payroll Information
Purchasing Tutorials
- Banner Guidebook
- Purchasing Manual
- Creating a New Banner Requisition (video)
- Requestor Delivery Information Form (video)
- Vendor Information Form (video)
- Commodity Accounting Form (video)
- Balancing/Completion Form (video)
- Approving /Reviewing/Disapproving Requisitions
(video) - Procurement Text Entry (video)
- Open Requisitions by FOAPAL Query (video)
- Banner Messages (video)
- Tracking the Status of a Requisition
- Deleting a Purchase Requisition
- Banner Finance Self Serve User Instructions
- Document History
- Document by User
- Guide to Open Purchase Orders Report
- Line Item Accounting Video Tutorial
Purchasing Information
- Purchasing Definitions
- Purchasing Thresholds and Procedures
- Delegated Authority Limits
- Emergency Purchases
- Change Orders, Corrections, and Cancellations
- Federal Grant Procurement Procedures
- State of RI RFP Template
- RFP Checklist
- Needs Assessment Worksheet
- Developing Results Driven RFPs
- Ship-to Code Look-up
Master Price Agreements
Travel Information
- Chrome River Login
- In-State Travel
- Out-of-State Travel
- Mileage Reimbursement
- Employee Reimbursement
- FAQs
Travel Tutorials
- Creating a Travel Pre-Approval
- Creating a Travel Expense Report
- Creating Mileage Reimbursement
- Creating Employee Reimbursement
- Approving Requests (works for all report types)
- Editing Requests (works for all report types)
- Updating Your Expense Profile
- Flight Reservations
- Car Reservations
- Hotel Reservations
- Confirming, Cancelling, or Changing Reservations
By Topic
FY23 Year-End
- Full Memo
- Year End Session Presentation
- Calendar
- Tips for a Smooth Year End
- Travel Expense Report Checklist
- Budget Transfer Instructions
Chrome River
- In-State Travel
- Out-of-State Travel
- Mileage Reimbursement
- Employee Reimbursement
- Approving Requests (works for all report types)
- Editing Requests (works for all report types)
- Tutorial Playlist
Using Banner
Purchase Orders (POs)
- What is a Purchase Order?
- Delivery Checklist Guide
- Video Overview of New Process
- Written Instructions and Guide
- Flowchart
- Guide to Open PO Report
P-Card
Timesheets & LIAs
Requisitions
- *NEW* Ship-to Code Lookup
- Line Item Accounting Tutorial
- Types of Requisitions
- How to Track Requisitions
- Master Price Agreement Search
- Requisition Bulk Item Entry Template
Financial Reporting
Contracts
RFP (Request for Proposal)
Policies