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Can I create a workflow approval based on the dollar amount in General Journal line? For example: if a credit or debit is over $500, then an approval is needed for posting, otherwise the preparer can post it themselves.
Mando,
I haven't looked at this in a while until I saw this. It seems that you should be able to do this, but I have not tested it. What I learned for the workflows is that if I was wanting it to be > than X and < X I needed to do 500..1000 in those fields and use the | "pipe" for other conditions. There is a general line journal workflow I just don't remember this situation. I know I looked yesterday for a batch approval for something and didn't see it. I would start here and I hope this helps if you need more help let me know I am happy to help test as well I have spent a lot of time in these workflows!
Hey Tanya, did you solve this? Curious to hear your solution.
Can you have multiple levels such as below?
$0-$25,000
• Bob
$25,001 - $100,000
• Sally
$100,001+
• Mike
You can create an approval workflow for General Journal Line and set condition Amount filter on it.
However, it will only check the condition per line, not the batch total amount.
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