To approve a document in Self-Service Banner (SSB) Finance
1. On the My Missouri State Portal, from the Work Resources tab, navigate to the Budgets Channel.
 | NOTE
If you are an approver, you will see a link in the Budget Channel titled Approve Documents |
2. Choose Approve Documents.
| NOTE
You must have Approver authority in Banner Finance to use the Approve Documents function. If you need Approver authority, your supervisor will need to contact your Budget Analyst to get this authority set up. |
Enter Approval Parameters
User ID
The User ID will be pre-populated with your Banner ID.
Document Number
The Document Number field is blank by default. If you know a specific document number, you may enter it here; otherwise, leave this field blank.
Document Selection
There are two radio buttons below the Document Number field. These are labeled:
Documents for which you are the next approver (recommended) — The default selection, this option will list all documents for which you are the next approver, including documents that have been approved by any approvers that give approval before the document is submitted to your Approval queue.
All documents which you may approve — This option will list all documents for which you are an approver, including those that are awaiting approval from any approvers that give approval before the document is submitted to your Approval queue.
| NOTE
If you approve any of these documents, it will bypass any prior approvers, which may cause problems processing the document. It is recommended that you not choose this option. |
Query Results
The resulting screen displays all documents which are returned when you submit your document selection query. The screen displays information about the query itself and then lists information about the returned documents, including:
Next Approver — Indicates that you are the next Approver in the queue.
Type — Indicates the type of document (usually this is populated with "REQ" for Requisition).
Originating User — Indicates who submitted the document to the Approval queue.
Amount — Indicates the total dollar amount of the document (in a Requisition, this is the total purchase price).
Document — Lists the document number (in a Requisition, this begins with a "R") and provides a link to the document details.
History — Provides a link to details regarding previous approvals for the document.
Approve — Links to the Approve function.
Disapprove — Links to the Disapprove function.
Approve
Clicking the Approve link for a particular document takes you to the Approve Document screen, which displays a summary of the document and gives you a text area for entering a Comment. By default, this field contains This document has been approved; you can enter additional text that will be stored in the document's History.
To approve the document and send it on to the next approver, click the Approve document button. Upon successful approval, you will see a message that the document has your approval.
Disapprove
Clicking the Disapprove link for a particular document takes you to the Disapprove Document screen, which displays a summary of the document and gives you a text area for entering a Comment. By default, this field contains This document has been denied; you can enter additional text that will be stored in the document's History.
To disapprove the document and delete it from the system, click the Disapprove document button. Upon successful approval, you will see a message that you have disapproved the document.
Notes
At this time, Banner Finance does not notify the Document Originator that a document has been disapproved. Financial Services is working on an email notification system; until the system is ready, it will be necessary to contact the originator if you disapprove the document to let the originator know that he or she will need to re-enter the document.