View Documents using the Finance Dashboard

Description 

Provide one or two sentences to outline the task explained by the article.

Details

  1. Log in to MyISU with your Username and Password.
  2. Click the Main Menu button (top left) and click All Cards
  3. In the Find Cards search bar, type Finance Tools and select it from the drop-down menu.
  4. Select the Finance Dashboard (Finance Self-Service) link.
  5. On the My Finance page, select View Document. 
  6. Choose a Document Type from the drop-down:
    • Requisition
    • Purchase Order
    • Invoice
    • Journal Voucher
    • Encumbrance
    • Direct Cash Receipt
    • Document Posting History
  7. Enter the document number in the Document Number field.
    • Note: The Document Search dropdown will show all available document numbers for the selected type. While you can scroll through the numbers, it’s faster to type the document number directly into the Document Number field.
  8. Choose one of the following options:
    • VIEW DOCUMENT – Opens a printable PDF of the document. For example, entering a Purchase Order number will open a PDF of that PO.
    • APPROVALS & RELATED DOCUMENTS – Displays approvals and links to related documents. For example, entering an Invoice may show the associated Requisition, the approving individual, the Purchase Order, the Receiving Document Number, and the check number used for payment.

Contact ITS if you need additional assistance  

 

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