General Journal Route for Approval

  • General Journal Route for Approval

    Posted by Katie Spillane on September 9, 2019 at 1:25 pm
    • Katie Spillane

      Member

      September 9, 2019 at 1:25 PM

      Hi – new user here.Ā  I created a journal entry as a general journal, in a batch.Ā  When I hit Submit, the status automatically changes to Approved, rather than sending it to my boss to approve it.Ā  What am I doing wrong and how can I change it? Ā  Thanks!

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      Katie Spillane
      Catholic Charities USA
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    • Alfredo Zelaya

      Member

      September 9, 2019 at 2:10 PM

      Hello Katie

      Are you an approver also? If yes, does your approval threshold cover the transaction value? ?

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      Alfredo Zelaya
      Sr. Systems Analyst
      Megadyne Americas LLC
      Fairfield NJ
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    • Katie Spillane

      Member

      September 10, 2019 at 8:33 AM

      I am an approver also.Ā  It turns out my name wasn’t added to the Transaction Approval Rules, since I started recently.Ā  That should do the trick!

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      Katie Spillane
      Catholic Charities USA
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    Katie Spillane replied 6 years ago 1 Member · 0 Replies
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