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Invoice Approval Training


This training is required for anyone that needs invoice approval access in Banner. 

The training consists of a video, guide, and test:

  • The video introduces the systems used in the invoice approval process, shows how to approve invoices in Banner and Banner Self Service, and walks through the items to verify as well as common errors to avoid.
  • The guide contains step by step instructions on approving invoices in Banner and Banner Self Service as well as a checklist to use while approving invoices and links to relevant policies.
  • The test is designed to ensure proficiency in the knowledge needed to approve invoices.  It includes questions from the training, relevant policies, and sample invoices.

Just need a refresher?  Click on the training video link below then select the topic you would like to review from the table of contents.

***Please note: The training includes information on a new policy for the invoice number field, CTAs, and check pickups that has not been implemented at this time.  Until further notice, please continue the current process for CTAs and check pickups as noted in the Payment Request Form Instructions.***

Training Video:

Banner FIS Invoice Approval Training Video



The test is delivered through Blackboard.  Please register for Banner FIS Invoice Approval training through the Professional Development site to access the test.

Additional Information:

Invoice Approval access in Banner requires completing the Banner FIS Invoice Approval training (including passing the test with a score of 80% or better) and the Banner Grants and Contracts training offered by OPAA.