Did you know that a Financial Manager (FINMGR) is assigned to each of your fund, organization, and program (FOP) code segments in Banner? See below for important information related to the FINMGR role:
- The individual assigned as FINMGR is typically UAFR’s first point of contact when accounting questions arise.
- Therefore, the FINMGR should be familiar with the detailed accounting activity posting to the applicable FOP codes.
- We strongly encourage units to assign the FINMGR role to someone directly involved in day-to-day business operations (as opposed to a dean or department head, who may not be familiar with those details).
- To identify the existing FINMGR assigned to a FOP code, use the Tools - Personnel Information menu within Banner pages FZMFUND, FZMORGN, or FZMPROG, respectively.
- If you need to update the FINMGR currently assigned to a particular FOP code (e.g., if the previously assigned FINMGR has retired), send an email to uas@uillinois.edu with the requested change. Be sure to include the applicable chart and FOP code so we can process the update to the correct C-FOP segment.
- UAFR also performs an annual review of assigned FINMGRs during the spring semester. You can also request changes as a part of that annual process as well.
Contact
If you have any questions related to this topic, contact UAFR at uas@uillinois.edu or at (217) 333-4568.
