General Accounting Procedures & Other Information

Download relative forms for each procedure

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Banner Index Information

• Account Code listing Revenue and Expense

• Accounts - IntraLU Procedures

• Agency Funds Procedures

• Automated Charges Applied to Lehigh University's External Indexes

• Budget Balance vs. Fund Balance

• Change existing Banner Index attributes (Authorized Signer, Financial Manager, Index Title, Finance viewing, & Payroll Detail viewing)

• Reallocation-Expense/Revenue and Funding Transfer Guidelines

• 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 Rules - Instructional Course

• Data Collect Summary and Training Info

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

• Why can't University Departments contribute money to Charitable Organizations?

Postage Information

• Purchasing postage stamps

Reimbursement Information for Students, Adjuncts and Visiting Employees

• Reimbursement Procedures

View your Financial Information

• Banner Finance Viewing Access - Connect Lehigh (Finance Self-Service 9) text instructions

• Desktop Finance Reporting Database - user manual

• Electronic Reporting Options

• Finance and Payroll Dashboard - user manual