General Accounting Procedures & Other Information
Download relative forms for each procedure
Banner Index Information
- Account Code listing Revenue and Expense
- Agency Funds Procedures
- Automated Charges Applied to Lehigh University's External Indexes
- Budget Balance vs. Fund Balance
- Change existing Banner Index attributes (Financial Manager, Authorized Signer, Financial or Payroll Reports)
- Reallocation / Funding Transfer form Instructions
- Requesting a New Banner Index - Instructions
- Responsibilities of Financial Managers and Authorized Signers
- Terminating a Banner Index
- Understanding Lehigh's Chart of Accounts
Data Collect Information
- Data Collect
Contact Information/Banner Transaction Types
- Data Collect Correction Instructions
- Data Collect Summary and Training
Policy Information
- Contest and Prizes
- Faculty and Staff Gift Policy
- Joint Venture Activities Policy
- Oversight of Affiliated Organizations Policy
- Payments to or on Behalf of Students
- What Does it Mean to be a 501(c)(3) Organization?
- Why can't University Departments contribute money to Charitable Organizations?
Postage/Petty Cash Information
Reimbursement Information for Students, Adjuncts and Visiting Employees
Sales Tax Information
Viewing your Financial Information
- Accessing Finance Data via the Portal (Finance Self-Service) text instructions w/ print screen pictures
- Banner Viewing Access - LU Campus Portal (Finance Self-Service) text instructions
- Desktop Finance Reporting Database - user manual
- Stopping Paper Reports