Approving Journal Batches
If Journal Approval is enabled for your set of books, journal batches whose journal source requires approval must be approved by a manager whose authorization limit is high enough to allow approval. When the journal batch is submitted for approval, it will move through your organization's approval hierarchy, based on the approver method specified by the Journals: Find Approver Method profile option.
Each approver will receive a notification when their approval is required. For more information about checking and viewing your notifications:
To review and approve or reject a journal batch:
1. Check your notifications. Journal approval requests will display the following in the Subject field of the Notifications Summary window:
A journal batch for <batch amount>
requires your approval.
2. Open the notification that requests your approval.
3. (Optional) Review the batch information or journal details before you approve or reject it. If your current responsibility allows you access to the journal batch's set of books, you can drill down from the Notifications window to the Enter Journals window to review the batch. Otherwise, you can use General Ledger's journal inquiry feature to review the batch.
Suggestion: The journal approval notification you receive will include the batch name, total batch amount, functional currency, preparer's name, monitor URL, and preparer's comments. Use this information to query the journal batch.
4. With the journal batch approval request displayed in the Notifications window, choose the Respond button.
5. Select Approve or Reject from the Action poplist.
6. (Optional) Enter a Comment.
7. Choose OK to save your work.
See Also
Overview of Journal Approval
Setting Up Journal Approval
