Availability of this feature varies by account. If you don’t see it, contact Banner Support or your Customer Success Manager for details.
Banner's Data Validation services allow clients to receive invoices via a property-specific inbox, which are converted into Tasks / draft invoices for the on-site team to review before submitting them through an approval workflow.
Best Practices
Ensure the Property Inbox address is the ONLY email address in the “TO” field.
All other recipients should go into the CC field.
Please ensure the invoice is its own PDF file.
Do not combine multiple invoices into a single PDF, as it will not be processed promptly.
Data Validation Task
After submission, Banner performs an automated review before routing the item to a validator. Within 24 hours, the validator receives the item along with an email linking to a Data Validation task in Banner for approval.
