Journal Entry Approvals

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Posted on by Community Member

Hi:

In Business Central, what window do you access to determine who approves the posting of journal entries?

Likewise, I see two types of "sample" journal entry workflows - one for batch and one for line. Which one determines who approves a journal entry?

Thanks!

John

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RE: Journal Entry Approvals

Hey Josh:

I went back to the journal entry workflow and, just as you showed me on the vendor approval workflow, it's simply a matter of editing one of the record restrictions to reference the simple workflow user groups that I created.

At least, I hope that that works. :)

Thanks, again for your keen insights and support!!! Much appreciated!

John
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JAngle 89 on at

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RE: Journal Entry Approvals

Approval user setup is the correct page. User setup hides all the fields.
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RE: Journal Entry Approvals

Yes, I looked in the User Setup window earlier and saw none of these selections.

Could a "security thing" be blocking me, so to speak?

John
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JAngle 89 on at

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RE: Journal Entry Approvals

This is a good guide: wiki.chasesoftware.co.za/.../mobile
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RE: Journal Entry Approvals

Hi Josh:

I still don't understand. Do you simply place the approvers in the workflow user group window and the approval user setup window?

How do they get applied to the workflow?

John
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JAngle 89 on at

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RE: Journal Entry Approvals

Approval user setup or workflow user applied to the approval workflow.

Depends on the scenario on which one you go for. Example being most organizations use a batch approval for the payment journal as it’s cash going out. For a line approval it might be if it’s a certain combination of dimensions or over a certain value