Did you know that a Financial Manager (FINMGR) is assigned to each one of your fund, organization, and program code segments within Banner? See below for more information:
- The person who is assigned as a FINMGR to a fund, organization, or program code is typically UAFR’s first point of contact when accounting questions arise.
- Therefore, the person assigned as the FINMGR within Banner should be familiar with the detailed accounting transactions posting to these fund, organization, and/or program codes.
- We encourage you to assign the FINMGR role to someone who is closely involved in your unit’s business functions (as opposed to assigning to a dean or department head, who may not be familiar with those details).
- The FINMGR assigned to a particular fund, organization, or program code can be found in Banner by going to the Tools –Personnel Information menu within FZMFUND, FZMORGN, or FZMPROG, respectively.
- If you need to update your assigned FINMGR, simply send an email to uas@uillinois.edu requesting the change.
- In addition, keep in mind that UAFR performs an annual review of assigned FINMGRs, which typically starts in February and wraps up in June. You can also request changes as a part of that annual process as well.
Contact
For further details, refer to the C-FOAPAL Questions section of UAFR’s Who to Ask list.
