FAQs

 

What is a budget number?
A budget number is the string of numbers used to track budgets and expenses. A budget number consists of a fund, org, account, program code, and sometimes an activity code. The budget number is also known as a FOAPAL (see below).

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What is Banner?
Banner is the system that the College uses for most of its activities, including tracking financial data. To access and learn more about Wellesley's Banner click here.

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How do I use Banner?
For information on navigating on Banner click here, or contact Stephanie Tong for more specific budget information. To get access to Banner please contact your supervisor.

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What is a FOAPAL?
It is the acronym used by Banner for the budget number. It stands for Fund Organization Account Program Activity (optional) Location (not used).

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How do I find out how much money I have in my budget?
Check Banner (FWIBDST) for information on your budget. For questions on this form and others click here.

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How much is left in my gift or endowed fund?
Check Banner (FGITBAL). For questions on this form and others click here.

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What is an Activity Code?
An activity code is a number that allows easy tracking of an event or on-going activity. When used in conjunction with the org and account numbers the expenses attributed to the activity can easily be monitored. New activity codes can be requested here or contact Stephanie Tong for current Activity Code inquiries.

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What is a budget report? What do they mean?
The most commonly used budget reports and descriptions can be found in the Discoverer Reports menu. If you have any questions viewing the reports or downloading the reports through Discoverer Viewer, please contact Tim Porcello.

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I just charged something on a line I haven't budgeted for. How do I change my budget?
You do not have to change your budget as long as you have enough total money to cover the expense. If you would like your budget lines to directly reflect your expenses please send e-mail to Stephanie Tong indicating where you want budget money moved to and from. Please see Budget Requests page for more information.

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How do I fix a transaction on my report that wasn't charged to the right org (or fund or account or activity)?
You will need to do a journal entry to move the charge to the appropriate place. Please check the Controller's office website for the Journal Entry Form, fill it out appropriately and submit as an e-mail attachment to Controllers Journals.

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OUR STAFF

Contact Us

Budget Office
 


Jeffrey Dubois
Assistant Vice President for Budget, Financial Planning, and Campus Services
Tel: 781.283.3360

Stephanie Tong
Senior Budget Analyst
Tel: 781.283.3621