The 'Banner Upload' button on the left sidebar allows you to upload bids, invoices, and change orders for our system to scrape and auto-process.
Click 'Banner Upload'.
Select the type of document that you wish to upload.
Click the '+' icon to add the documents.
Next, select the property to which your upload should be associated. Select the project name and cost item. If the cost item is not yet added in Banner, you can simply add it by selecting 'New Cost Item' and then typing it in 'Create a New Cost Item'.
Click 'Finish Upload' and your upload should be ready for processing.
Within 24 hours, you will receive an email linking you to a Data Validation task in Banner for you to approve.
A data validation task is an opportunity to double-check the data scraped by the Banner system and ensure its accuracy. It can be accessed from the 'Tasks' page on the left sidebar.
