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