Batch Review and Approval

After you enter transactions, you can review them at any time during the GL period before posting. Only approved batches of transactions are eligible to be posted. If a batch should not be posted until further analysis is completed, you can change the batch status to pending or, if applicable, leave the batch at a pending status. During the review process, you can also revise transactions in a batch or add transactions to it.

After you review transactions, you might need to approve the batch prior to posting. This depends on whether your company requires management approval before posting a batch. Based on the settings in the AR, AP, and GL constants, the system assigns either a pending or an approved status to the batch. If you do not require management approval of batches, the system automatically assigns an approved status to the batch.