3,494
Hi:
In a Business Central environment, the person entering the journal entry should require another user to approve the posting.
The user that entered the journal entry should not be posting the entry without someone else’s approval.
How is this set up in Business Central?
Thanks!
John
Hi Dallefeld
You mentioned "We had two approval workflows, each checked to see who created the batch and then that was used to identify the approval flow." how you set the workflow to determine who created the batch? Can you share an example?
Thanks
Journal approval is not based on a amount. You can choose to use Direct Approver or Workflow User Group. I just setup workflows where most of the staff's journals could be approved by the manager but the manager's journal had to be approved by someone in a workflow group. We had two approval workflows, each checked to see who created the batch and then that was used to identify the approval flow.
Hi,
you can search the workflows and create new from the Work flows template, see the image below.
Hi, You can try using the standard Workflow template.
If you want to customize, there is a similar function in the project I have participated in before, you can refer to the manual. (Page 204~)
Hope this helps.
Thanks.
ZHu
It ultimately comes down to approval requirements for the journal batch/line. Generally, you can setup an approval workflow for General Journal Lines. The user would enter the journal then send the batch or lines for approval. You can read more on workflows: docs.microsoft.com/.../across-use-workflows
You can create a new workflow based on one of the General Journal Templates for a start.
#1
Sohail Ahmed
2,655
#2
Mansi Soni
1,574
#3
YUN ZHU
1,453
Super User 2025 Season 1
Share
Report
All responses (
Answers (
