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Hi,
Audit trail for payment batch approvals:
We have successfully set up an approval flow as part of GL journal posting, payment batches & vendor changes.
I can see the audit trail for GL journal batches (Departments/Administration/Application Setup/Document Approval/Posted Approval Entries) showing approval timestamp which I can link to the journal batch via the journal register.
Can someone tell me if there is something similar for approval of payment batches & vendor changes? I can see a trail here (Departments/Administration/Application Setup/Workflow/Archived Workflow Step Instances) but ideally I would like to be able to link the approval to the payment batch or vendor change for audit purposes
Thank you
Hi Josh,
I can't seem to see it. In the archived workflow instance, I can see it went through the approval process but I cannot link it back to the original payment batch
I can also see here (which incldues who it was created by & approved by but it has been cut out of the screenshot) details that can be linked back to the archived:
However I can't seem to link any of this back to the journal that was posted via GL register number
In the approval entries page if you add a filter for the “Approval Code” - which is the workflow no. do you see the records? Just tested in business central and it works - granted this could be a version conflict.
Hi Josh,
Yes, I expected the payment journal to show up in the approval entries as the g/l register line however, this was not the case.
The hilighted line item went through the approval process - GL register as 19882
This is the posted approved GL register. We have only just started using the function so as you can see, it is not on the list. I have noticed this to be the case for all our approved payment journals.
Posted approval entries will not show the vendor requests. Also payment journals will just show as a g/l register related line. The approval entries will be available just with a different status value - Approved.
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