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ReportApproval workflows help organizations maintain financial control by ensuring that journal entries are reviewed before they are posted. In Microsoft Dynamics 365 Business Central, you can configure workflows so that journal batches must be approved before users can post them.
This blog explains the General Journal Approval Flow, including workflow configuration, user approval setup, sending a journal for approval, and reviewing the approval process.
Configuring the General Journal Approval Workflow
Click on Tell Me (Search). Type Workflows. Select the Workflows page.
Select New Workflows from Template action.
Search the workflow template named General Journal Batch Approval Workflow. Open the workflow card.
In our case, we are using the default configuration without any modifications and simply enabling the workflow to activate the Item Journal approval process.
User Approval Setup
approvers must be configured so the system knows who should review the journal entries.
Open User Setup or Approval User Setup.
Define the User ID and Approver ID for the user.
Save the configuration.
This step ensures that when a journal batch is sent for approval, the request is routed to the correct approver.
Sending Journal for Approval
Open Payment Journals. At the top of the page, you will see the Approval Status field, which shows the current status of the journal batch.Next, add a journal line with the required details. Select Request Approval action. Select Journal Batch under the Send Approval Request the action menu.
The system sends the approval request to the configured approver.
A notification message (popup) appears confirming that the approval request has been sent successfully.
At this point, the journal batch is waiting for approval, and users cannot modify or post it until the approval process is completed.
Next, log in with the approver (admin) account and review the approval request.
Alternatively, you can directly search for Approval Entries from the Tell Me (Search) bar to check the approval request entry and track its status.
Once the request is approved, the approval status will change to Approved.
After the approval is completed, the journal batch becomes available for processing.
After Posting user can see the approval entries in the posted approval entries page.
Thanks for Reading…!!
Regards,
Khushbu Rajvi
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