Banner Electronic Invoice Process

Calling all operations personnel! During this session, a detailed overview will be provided explaining the Banner invoice entry process.  Attendees will learn how to properly input a vendor invoice that will ultimately result in the issuance of payment to the vendor.  The Banner invoice entry automatically routes through electronic approval queues within their college or department and onto Accounts Payable.  E-Invoice requires the setup of department or college approval queues and requires additional access within Banner.  The Banner Authorization form is required to be completed and signed by the appropriate department or college representative.  The Banner Authorization form can be completed prior to the session or after the session if the attendee and their supervisor choose to enroll in the electronic invoice process.

Learning Objectives:

• Effectively search the Banner vendor database and correctly identify the appropriate vendor profile
• Accurately input an invoice into Banner for proper accounting and approval routing
• Discuss proper procedures to avoid duplicate payments and ensure the vendor correctly applies for the payment