Recent Banner Releases (through v.10431)

What's New

Error Center: DocuSign Failures

You can find, review, and acknowledge DocuSign packet failures for contracts, invoices, and change orders in the Error Center. Learn more about this feature by FOLLOWING THIS LINK HERE.

How It Works

When Banner sends a contract, invoice, or change order through DocuSign and the packet fails, the failure is automatically logged in the Error Center. This lets your team stay on top of unresolved DocuSign issues without manually checking each document.

DocuSign failures appear in the Error Center when the most recent send attempt on a DocuSign-enabled document has failed. If a subsequent attempt succeeds, the error will no longer appear.

Approval Task Reminder Emails

Banner can send your team automated email reminders when approval tasks are pending — keeping contracts, invoices, and returned items from falling through the cracks. You can learn more about this feature by FOLLOWING THIS LINK HERE.

How It Works

When this feature is enabled for your team, Banner automatically sends email reminders 3 days a week to approvers who have pending tasks waiting for their review. Each reminder includes a summary of what's outstanding — broken down by approval type (Contracts, Invoices, Returned to you) — along with a table of recent items showing the property, vendor, amount, and current status. A Go To Tasks button links directly to the approver's task queue in Banner. This feature is on by default but can be disabled by contacting Banner Support.

What the Email Includes

Below is an example of the approval reminder email:

Bid Submission Reminders

You can now send vendors a reminder to bid. Vendors will receive an email with the property and project info and a reminder to bid with a link to their project portal

How It Works

Make sure you have already created a bid and invited vendors. Navigate to a Bidroom and click the the View Bids tab. In the top right corner, you'll see the Send Reminders button. Click on it and a modal will appear. Enter a Due Date for the bid submission and click Send Reminders to notify vendors or click Cancel to exit. For a complete guide FOLLOW THIS LINK HERE.

Below is an example of the Bid Reminder Email sent to Vendors.

Please let us know if you have questions by replying through the Help Center or reaching out to you Customer Success Manager.

Thank you,

The Banner Team