How do I set up an approval process for journals?

Set up a review process for approving journals.

Connect can route a journal through an approval process where approvers can review it and then approve it or reject it.

Before you get started

Add approval steps to the Approval Types table. See the help topic titled How do I add an approval step?

Adding an approval process for journals

1. Open Connect General Ledger > Organization > Approval Processes.

2. Click New (CTRL+N).

3. Enter the Approval Process.

This is the name of the approval process. You may want to use a name that makes it easy to understand what the approval process will do or how it will work.

4. Use the Type menu to select Journal.

5. Add the approval steps for approving journals to the approval process.

For more instruction, see the help topic titled How do I add an approval process?

6. Click Save (CTRL+S).

The journal approval process is saved.

Updated 24May2018