How to set up approval workflows for Incremental Batch Name

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Posted on by CU19032051-0

Hi there,

I read a great article by @YUN ZHU on his website (https://yzhums.com/56738/) talking about using incremental batch names in general journal templates. I found this approach useful to manage batches for the finance team.

However, this poses a new question: how should we set up approval workflows for these incremental batch names?

For context, current workflow event conditions for journal batch are using 'Name' as the filter. We set up batches based on transaction types (i.e. Payroll, Tax, Prepaid, Fix-Asset, etc). The reason to set batch on transaction types instead of user IDs is to reduce administrative burden with team turnover issues (users come and go).

Any suggestion is welcomed.

Thank you

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