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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Approving the Posting ...
Small and medium business | Business Central, N...
Answered

Approving the Posting of a Journal Entry

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Posted on by john.ellis 3,518

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

I have the same question (0)
  • Verified answer
    Brad_P Profile Picture
    Brad_P 1,549 on at

    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. 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 98,311 Super User 2026 Season 1 on at

    Hi, You can try using the standard Workflow template.

    pastedimage1657154879359v1.png

    pastedimage1657154892282v2.png

    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~)

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.pacific_business_consulting%7CAID.pbcjp_premium%7CPAPPID.295488e3-644a-4e25-b1c5-8efa020b7d2d?tab=DetailsAndSupport

    pastedimage1657154987238v3.png

    pastedimage1657155067988v4.png

    Hope this helps.

    Thanks.

    ZHu

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,788 Moderator on at

    Hi,

    you can search the workflows and create new from the Work flows template, see the image below.

    pastedimage1657156943447v1.png

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 225 User Group Leader on at

    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.

  • MahGah Profile Picture
    MahGah 15,583 on at

    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

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 225 User Group Leader on at

    There is a field that you can filter on....

    pastedimage1657564165146v1.png

  • MahGah Profile Picture
    MahGah 15,583 on at

    Thanks Kim, If I understand this correctly it is not dynamic, it is based on filter that user set there.

  • Dallefeld Profile Picture
    Dallefeld 225 User Group Leader on at

    You are correct

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