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Approvals view allows user to view and approve (post) journal entries that are pending for approval. Below actions are available from “Approvals”:

Samooha icon2  View and search for journal entries pending approval, approve / post journal entry.

Approvals

Field Name
Description
Mandatory Information
Fiscal Select a fiscal / financial year to view Y
Journal Select a journal to view or select all Y
Branch Company’s branch Y
Journal Type of journal Y
Date Document date of the journal entry Y
Document # Document number of the journal entry Y
Reference # Reference code for easy search N
Account Account code and name Y
Description Self-explanatory N
Debit Debit value of the journal entry N
Credit Credit value of the journal entry N
Base Amount Self-explanatory N
Due Date Self-explanatory N
Created By Staff who created the journal entry Y

View and Search for Journal Entries Pending Approval

1. Select fiscal year and month from drop-down lists on top of screen and click “Search” button on top right of screen

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2. Enter search parameter to filter the result, i.e. type in the account name in the search textfield box at the bottom left of screen

3. Right click on a journal entry and select “Open Journal Entry” or “Open Account Register” option to view more details

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Approve / Post Journal Entry

1. Select fiscal year and month from drop-down lists on top of screen and click “Search” button on top right of screen

2. Right click on a journal entry and select “Post Journal Entry” option to approve the double-entries

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