Fiscal Operations Manual
Section 1100: Banner Processes
Effective: 01/01/2003
Revised: 03/10/2016



Please see current Fiscal Policy Manual for current policies

All Purchase Orders (POs), FIS Banner Invoices, and Journal Vouchers (JVs) require approval. Separation of duties between document input and document approval protects the University and the employee. There are three different steps to the input and approval process:

  • Payment authorization on the vendor invoice itself - indicates that the item or service was received and used for University Business
  • Inputting the document into FIS Banner
  • Payment approval through FIS Banner

These activities must be by at least two different people. The functions of inputting the document into FIS Banner and Approving payments MUST NOT be performed by the same person. In no instance should a staff member who is an invoice payee be involved in the processing (entering or approving) of that document.

Employee access is monitored for proper segregation by the Office of Business Affairs.

To approve documents, go to FOAUAPP in FIS Banner or go to Banner Self Service via OSU Online Services. The following document types will be shown:

  • Invoices (includes Credit Memos)
  • Journal Vouchers
  • Purchase Orders

Approval routing is based on organizational hierarchy, fund hierarchy, and/or account code.

Final approval authority and responsibility rests with the Business Centers for most invoice amounts up to $99,999.99 depending upon the respective account code. Business Affairs is the final approval for all invoices for which departmental final approval authorization has not been previously delegated. Upon final approval in FIS Banner, by either the delegated Business Center or Business Affairs, payment will be issued to the vendor for goods and services received.