Step-by-Step Guide for Invoice Approval Process

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Detailed guide on how to view and approve invoices using the ISTC website and Banner Self-Service portal. Includes steps to access employee resources, navigate through finance tabs, and utilize the Banner Document Manager for document approvals.

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  1. Invoice Approval How to View Invoices and Approve Invoices

  2. ISTC Website Step 1 Go to https://istc.ed u/ Step 2 Click Login

  3. ISTC Website Step 3 Input the password to access the Protected: Employee Resources Step 4 Click Enter

  4. ISTC Website Step 5 Click Information Center

  5. Banner Self-Service Step 6 Username is your email address: jane.doe@istc. edu Password is your Windows password

  6. Banner Self-Service Step 7 Click on Finance (Either place will work)

  7. Banner Self-Service Step 8 Right-click on My Finance Queries, My Requisitions, My Journals Step 9 Click Open in New Tab

  8. Banner Self-Service Step 10 Click Approve Documents

  9. Banner Self-Service Step 11 1) Make sure the radial button is clicked for UserID is next approver 2) Click Submit 2 1

  10. Banner Self-Service 2 Step 12 1) Make note of the document number Step 13 2) Go back to the Finance tab in your browser 1

  11. Banner Self-Service Step 14 Click BDM

  12. Banner Document Manager (ApplicationXtender) Step 15 Click B-F- DOCS

  13. Banner Document Manager (ApplicationXtender) Step 16 Click New Query

  14. Banner Document Manager (ApplicationXtender) Step 17 Input the notated document number in the Document ID field Step 18 Click Run

  15. Banner Document Manager (ApplicationXtender) You will now see the invoice associated with the notated document number Step 19 Review the invoice

  16. Banner Self-Service Step 20 If you have received the items on the invoice, click Approve If you have more invoices to approve, go back to Banner Document Manager

  17. Banner Document Manager (ApplicationXtender) Step 21 Click New Search Step 22 Repeat Steps 17-20 for the remaining invoices

  18. Notes Only approve invoices when you have received the items

  19. Questions??? Contact: Amelia Fox Ext. 4018 amelia.fox@istc.edu Emma Beth Strength Ext. 4053 emma.strength@istc.edu

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