Approving Documents in SSB (Requisitions, Invoices and Budget Transfers)

Some Documents, such as Requisitions, Invoices and Budget Transfers require the appropriate approvals before they can be fully processed.  To approve such documents:

1. On the Self Service menu, click on Approve Documents




2. Your myGate ID will automatically appear in the User ID field.

3. Click on one of the following button choices:

Approvers should choose -
Documents for which you are the next approver

Alternate Approvers should choose -
All documents which you may approve

And then click on Submit Query




4. An Approve Documents list will appear.  Be sure to note any document that has a ‘Y’ in the NSF (non-sufficient funds) column.  The funding for this document will need to be addressed but your approval will authorize the expenditure.  If document remains NSF, Accounting will Disapprove.



5. To see detailed information for any particular document on your list, click on the Document #.

After you have reviewed the information,
just click on the back arrow to return to the document list.

6. Click on History to see who originated and/or who is an approver for any particular document.

After you have reviewed the information,
just click on the back arrow to return to the document list. 

7. If you want to approve a document, click the appropriate Approve link.  The approval screen will appear where you can change the Comment, if necessary, and complete by clicking on Approve Document.




8. Approval will be confirmed and you can select Continue to return to the document list.

9. Repeat this process for all documents to be approved.

10. If you want to disapprove or deny a document, select the Disapprove link.  You may change the comment, if necessary, and complete by clicking the Disapprove Document button.

11. Disapproval will be confirmed and you can select the Continue button to return to the document list.

12. Once you have approved or disapproved all documents on your approver list, you may click on EXIT to leave Self Service