Approval for Recurring General Journals

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Posted on by SeanLo

Good afternoon,

We have enabled General Journal Batch Approval Workflow in our company. Recurring General Journals fall under this workflow. Our problem (which others have from looking online) is that there is no way to Request Batch Approval on the Recurring General Journal page, which means its stuck there unless you disable the workflow (which we do not want to be doing for Operational reasons)

Has anyone found a way around this? At this stage we would take either allow the recurring journal be posted without approval and without removing the workflow or an alternative way of approving the batch.

Kind regards,

Sean

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MarilynG 70 on at

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RE: Approval for Recurring General Journals

Hi!

Were you able to exclude the recurring journal ? I tried to add the condition "recurring : no", but it didn't work

Is there other filter that i can use?

Thanks!

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SeanLo on at

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RE: Approval for Recurring General Journals

ok thanks, let me try this and see if it works. If it does I will let you know.

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MahGah 15,511 on at

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RE: Approval for Recurring General Journals

I could not find any other method for recurring journal. The only other way is in workflow exclude recurring journal by adding filter. this way all other journal goes through the process except recurring journal.

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SeanLo on at

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RE: Approval for Recurring General Journals

Thank you, I have voted for this change. Apart from adding development, or turning off approval workflows for General Journals, do you know of any other way around this in the interim?

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Dallefeld 193 User Group Leader on at

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RE: Approval for Recurring General Journals

SeanLo, use the link MahGah provided and vote! Have everyone in your organization vote.....This helps get these things approved!

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MahGah 15,511 on at

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RE: Approval for Recurring General Journals

Hi

I also agree that MS should add approval to recurring general journal. I know some other companies made a small development to add it to this page.

Looks like Microsoft is reviewing this request and I hope they add it to BC

experience.dynamics.com/.../

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