MyLane Finance Dashboard View Documents

Summary

Overview
Users can view various document types in the View Document module, such as purchase orders, and a budget transfer (a type of journal voucher). You can also search for a document by user. In this article, you will learn how to search for a document in the View Document module in Self-Service Banner 9.

Body

How to View a Finance Document in MyLane Finance Dashboard

  1. Login to the Finance Dashboard using your Lnumber and password

  2. Click View Document

  3. You can now view the transaction and delivery dates, accounting type, and distribution. Note: This PDF is for internal use only! Banner pages FPAPORD will print the official PDF used for vendor and college purposes. You can also view Approval history and Invoice number along with paid date by clicking on Approvals & Related Documents

  4. Select Back to View Document to do another search.

  5. You can also search by Document posting history by selecting Document posting history under Document Type

  6. Click Execute Query

  7. You can see the detailed PO transaction history such as change orders

  8. End of process

  9. For more information contact College Finance Department https://www.lanecc.edu/administration/college-finance

Details

Details

Article ID: 25748
Created
Wed 7/2/25 2:23 PM
Modified
Wed 7/2/25 2:24 PM