Approving Journals

After a journal is submitted, you can approve it for posting. To approve a journal, you must have the Consolidation Journals - Approve role. You can approve a journal after it has been created and submitted, or approve it later by selecting it from the journals list.

After you approve a journal, the status changes to Approved and it cannot be edited.

If email notifications have been set up, when the Approve action is performed on a journal, the Completed user (if Completed and Submitted), or the Submitted user receives an email.

When you approve multiple journals, they are processed in the background as a job, and a message displays "Job submitted successfully". Click OK, then navigate to the Job Console to see the job status. Click on the job name (Approve Journal ) to view the Job Details. If one journal in the set is invalid to be approved an error will display for the invalid journal and the valid journals will be Approved.

On the Manage Journals page, you need to manually refresh the page to see the latest status.

To approve journals:

1. On the Home page, click Journals.
2. From the list of journals, select the submitted journal to approve.

   You can also approve a journal from the Journal Details page.

3. From the Actions menu, click Approve.
4. Optional: Enter a comment in Comments.
5. Optional: To attach a document for more detail supporting the action performed, click Browse to browse to the location of the file. You can attach a document such as a text, Word or Excel file, PDF, audio, video or image file.
   Note: You can load a maximum of three attachments per journal action. The maximum size limit per attachment is 2 GB.

   To delete an attachment, click Delete (X) next to the file name.

6. Click Approve.