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We have a Ledger Daily Journal workflow. we want to activate the posting before the final approval from Finance Manager.
As of now, the Chief Account approves then it goes for Finance Manager approval then POST Button is activated only after approval from Finance Manager.
We want to activate the POST button after it's approved by Chief Accountant who will be able to post it. then it can go for further review by Finance Manager.
Any help appreciated
Thanks in Advance
Hi sayyed ar,
The process that you describe does not make sense to me.
Imagine that your chief accountant approves the workflow and you post the journal but that your finance manager later on does not approve the workflow.
This would result in an inconsistent process flow.
I would suggest that you rethink and discuss this process again in your team to find a stable and consistent solution.
Thanks for your timely reply. Exactly. this is the same argument I had with my manager, bu the Finance Manager says that the work should not stop for his approval since he is busy and also managing other departments. So as of now, I have made a workaround by auto-approval. But on another note. can we modify the workflow process through code?
If the manager is busy and does not have much time then I would either setup and auto approval or completely leave him out of the workflow.
Give him probably a weekly report of the transactions that he might be interested in (e.g. based on ledger account or amounts).
I would not recommend making a modification for that.
This will just be a waste of time and money.
Dear Ludwig . Finally on your recommendation we were able to covince the Finance Manager to be before the Posting activity.
There is a catch, he want to approve multiple journals at a go. i mena he wants to select multiple journals and click on approve button in one click. Is that a possibility.?
Please let me know.
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