Did you know that a Financial Manager (FINMGR) is assigned to each one of your fund, organization, and program (FOP) code segments within Banner? See below for important information related to this FINMGR role:
- The person assigned as a FINMGR to a FOP code is typically UAFR’s first point of contact when accounting questions arise.
- Therefore, the person assigned as the FINMGR should be familiar with the detailed accounting transactions posting to the applicable FOP 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 FOP code can be found in Banner by going to the Tools –Personnel Information menu within Banner pages FZMFUND, FZMORGN, or FZMPROG, respectively.
- If you need to update the FINMGR assigned to a particular FOP code (e.g., if the previously assigned FINMGR has retired), send an email to uas@uillinois.edu requesting the change. Be sure to include the applicable chart code in your request as well, so the UAFR processor knows exactly which C-FOP segment needs updated.
- Finally, keep in mind that UAFR performs an annual review of assigned FINMGRs. This review typically starts in February and ends in June. You can also request changes as a part of that annual process as well.
Contact
If you have additional questions related to this topic, contact UAFR at uas@uillinois.edu or at (217) 333-4568.
