Approve Process for Group and Company Journals
You can add an approval step to the group and
company journals process. You give approval rights to a user or user
group by creating a security group for approval of journals and then
connecting the user or user group to the security group. In the Group/Approve
Group Journals and Company/Approve
Company Journals windows, you can view all journals in
a list, and see whether they are approved. From these windows, you
can go directly to a specific journal and approve it. You can also
print a report of the approved and unapproved journals. If a consolidation
is performed with unapproved journals, it is indicated in the consolidation
report.
For information about how to set up security groups and give approval rights to user and user groups, see Create Security Groups.
To use the approval function, Use Approval of Journals must be selected in the General 3 tab of the window.
- Approval of journals is not used for automatic journals
- You can approve journals even if you use the setting Close Existing Journals for Change in the General 3 tab of the Maintain/Configuration window.
- Imported journals will always be unapproved.
- You can not unapprove a journal that you have approved previously.
- You cannot approve your own journals. The administrator can approve all journals.
- Company Journals only: Approval of journals is not used for journal entries entered as Comp. Journals in Columns (according to settings in Maintain/Submissions/Define).