FileMaker Requisition System for use with FOAPAL - Banner Finance

Other Forms          New FY Instructions

Feb. 2011 Account Codes for FM 5 or 6          Feb. 2011 Account Codes for FM 7 and up


Download the FOAPAL ready files
  1. Create a folder on your computer for the upcoming fiscal year, such as FY 14-15
    For example in Windows, right-click and select New > Folder
     
  2. Create a folder within the FY 14-15 folder for each specific account, such as Main Dept Account
  3. Click on the links below under the correct version of FileMaker that you are using. 
    If you are unsure, open a requisition file for this FY and from the menu select Help > About FileMaker Pro and note the version.

FileMaker v. 3 or 4.1

FileMaker v.5 or 6 FileMaker v.7 - 11 Needed For:
Travel Requisiton Travel Requisiton Travel Requisiton Travel Requisitions
IDTs (Revised July 2012)
IDTs
(Debit and Credit FOAPALS can change.)
IDTs
(Debit and Credit FOAPALS can change.)
IDTs
(Debit and Credit FOAPALS can change.)
Interdepartmental Transfers
Personnel Action Forms
PAF PAF PAF Personnel Action Form

 

Student Payroll Forms
Work Study Payroll 

Work Study Data 

Work Study Payroll Instructions
Work Study Payroll


Student Workers Payroll

(Includes Taxable and
NonTaxable layouts
July 2012)

Student Workers Data

Student Workers Payroll
(Includes Taxable and
NonTaxable layouts
May 2012)
Instructions
Regular Student Employees

At Human Resources web site:

 
Forms in Other Formats
Claim for Personal Mileage
(Office XP - Excel format)
 
Travel Claim Form (Overnight)
(Office XP - Excel format)
 
Right click on a link below and select Save Target As... and navigate to the location you want to save it.
Hourly Time Sheet  (with Banner ID) 
(Excel)
 
Reallocation form - Labor                     Reallocation Form - Benefits  
(Word)
 

Using the FileMaker Travel Requisitions

  1. Double click on Travel_Req file to open it and and type the COAS, Index, Fund, Organization, and Program Codes one time.  Type in the College and Department.
  2. Do this for the travel requisition files in each account folder that you have.