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1. Log into Banner and navigate to FAAINVE(Invoice/Credit Memo).
2. In the Document field, enter NEXT. Enter the vendor's Z# if known, or click ... to search for the vendor. 
3. The Vendor field will populate. Click Go.
4. Review and update the Invoice Date as needed. This date determines the payment due date. Verify that the address is correct and is an RT address.
   • To select a different address, click ... in the Sequence Number field and select the correct address.
   • If the correct address is not listed, contact Purchasing to have it added.
5. If the Payment Due Date defaults to a date in the past and an error message appears, change it to today's date.
6. Tab in the Bank field and enter 01.
7. Enter the vendor invoice number in the Vendor Invoice field. If there is no invoice number, one must be created. Examples:
   • CAND 2/12/26 - Candidate travel and date
   • HERC MEM FY27 - Organization and fiscal year
   • TVL 10/1-10/8 - Travel dates for reimbursement
8. Click Next Section to continue.
9. Enter a description in Commodity Description. Include membership/subscription term dates when applicable.
10. Enter the total Direct Pay amount in the Approved field, then click Next Section.
11. Enter the FOAPAL.
    • If using one FOAPAL, continue to the next step.
    • If using multiple FOAPALs, enter the first FOAPAL and the amount to be charged. Click Insert to add another line, then enter the additional FOAPAL and amount.
12. Click Next Section to continue.
13. Click Add to scan/attach all supporting documentation.
14. When finished, click Complete and the document will route to the appropriate Approver. To save the Direct Pay and finish it later, click In Process.

Check Mailing or Pick-Up

• Documents to be mailed with a check: Email accountspayable@stockton.edu with the I# and attach the document(s) to accompany the check.
• Check pick-up: Check pick-ups are considered exceptions. Email accountspayable@stockton.edu with the I# and cc your Budget Unit Manager. You will be notified when the check is ready for pick-up from the Bursar's Office.

1. Log into Banner and navigate to FAAINVE  (Invoice/Credit Memo).
2. Enter the I# in the Document field and click Go. The Invoice/Credit Memo header will display.
3. Click Delete in the upper-right corner. A message will appear stating, “Press DELETE RECORD again to delete this record.”
4. Click Delete again. A confirmation message will appear indicating that the invoice has been successfully deleted.

FOIDOCH displays the processing history of purchasing and payment documents, including the status of each document in the processing path.

1. Log into Banner and navigate to FOIDOCH (Document History).
2. Enter the Document Type, or click ... to search for an available document type.
3. Enter the Document Code.
4. Click Go.
5. A list of associated documents will display, including the Type, Document Number, Status, and Status Description.
6. To view a specific document, select it and go to Related > Query Document.
7. Click Go to view the document.
8. If supporting documentation is attached, click Retrieve to view the attachment.

FOADOCU displays a list of documents originated by a specific user.

1. Log into Banner and navigate to FOADOCU (Document by User).
2. Your User ID, Chart of Accounts, and Fiscal Year will default.
3. Click Go to view all documents, or use the following fields to filter your search:
   • REQ = Requisition
   • PO = Purchase Order
   • ENC = Encumbrance Query
   • INV = Invoice
   • JV = Journal Entry
4. �ԹϺ��� your desired filters and click Go.
5. To view a specific document, click the Document Code, then select Related > Query Document by Type > Go.

1. Log into the �ԹϺ��� Portal and go to Employee > Finance Dashboard.
2. Click Approve Documents.
3. Your User ID will populate. Click Submit to view documents in your approval queue.
4. Review the document:
   • Click the Document Number to view the detailed information in PDF format.
   • Click the Paper Clip icon to view attachments and supporting documentation.
   • Click the Clock icon to view approval history and related documents.
5. Take Action:
   • Approve: Click Approve, then click Approve again in the confirmation window to complete the approval.
   • Disapprove: Click Disapprove, then click Disapprove again in the confirmation window to complete the disapproval.

1. Log into the �ԹϺ��� Portal and go to Employee > Finance Dashboard.
2. Click View Document.
3. Select the Document Type from the drop-down menu and enter the Document Number.
4. Click Approvals and Related Documents.
5. Review the approval status:
   • Approvals Recorded - DIsplays the Approvers who have already approved the document.
   • Approvals Required - Displays the approval queues where the document is awaiting approval.

1. Log into the �ԹϺ��� Portal and go to Employee > Finance Dashboard.
2. Click View Document.
3. Select Invoice from the Document Type drop-down menu.
4. Click the magnifying glass in the Document Number field.
5. Select No for both the Approve and Completed drop-down menus.
6. Click Execute Query.
7. Review the results. Any Direct Pays listed should either be completed or deleted.