This explains how to approve a Journal Voucher that is in your approval queue from the Banner Dashboard.
Instructions
1
Login
Login to the Banner Dashboard.2
Approve Documents
In the Finance Approvals and Details card, click on Approve Documents.3
Submit
Your A# will default as the User ID, click Submit. (You can optionally select the "All documents User may approve" option to see all Journal Vouchers you can approve, even if you aren't the next person in the queue.)4
View Details/Approve
You should now see a list of the journal vouchers pending your approval.- Click on the Document Code to view the details. This will show the details for the entire Journal Voucher, If you want to see who else has to approve this document, click on the icon in the History column.
- If everything looks correct, click the "Approve" button. If there is a horizontal scroll bar, you may have to scroll to the right to see the Approve button.
Need Help?
If you do not see the Finance Approvals and Details card, scroll to the bottom and click DISCOVER MORE. Find Finance Approvals and Details and click the bookmark icon in the top right corner to add the card to your home page. If you do not see the Finance or Finance Approvals and Details cards, please send an email requesting access to FinanceSecurityRequest@usu.edu.
If you have any other questions, please feel free to reach out to FinanceSecurityRequest@usu.edu.