About Ursa

Approving Documents Using Ursa

  1. Log on to Ursa, at https://ursa.unco.edu.
    EIO Approving Docs From Ursa
  2. Select the Employee tab.
    EIO Approving Docs From Ursa
  3. Find the Employee Important Links section under Employee Tools and click on Approval Alerts.
    EIO Approving Docs From Ursa
  4. If you have documents needing your approval select Next Approver or All Documents.
    • All Documents - will list all documents needing your attention first as well as documents that will need your approval after the others approve first.
    • Next Approver - will list documents needing your attention. If multiple people are listed on a queue the document will list in everybody's queue until one person approves, then it will drop out of everybody's listing.
    EIO Approving Docs From Ursa
  5. From your listing of documents you can do the following (as shown below):
    EIO Approving Docs From Ursa
    • Select Document number - to see description of purchase, FOAPAL and dollar amounts.
      EIO Approving Docs From Ursa
    • Select History - to see who is authorized on all queues related to this document (will list both debit and credit)
      EIO Approving Docs From Ursa
    • Select Approve - to approve the expenditure and post to Banner (will not post until all approval queues have been approved). Then select Approve Document again once you have added comments.
      EIO Approving Docs From Ursa
    • Select Disapprove - to reject the expenditure, please provide comment on why you are disapproving.
      EIO Approving Docs From Ursa
    NOTE: Contact your Fund Accountant if you need to correct the document or start a new document.

The document total may be different than the amount for your FOAP because it includes both the Debit (ordering) and Credit (supplying) entries. Select the document number to see the detail amounts by FOAP. Once all FOAP approvers complete the Approval Process it will post to Banner.

 

Important Note

Whenever you use Ursa, don’t forget to log out. Ursa contains personal information such as grades, financial aid, e-mail addresses, etc. and if you don’t log out someone else might be able to access it.