1. Working with Financial Consolidation and Close
  2. Working with Enterprise Journals
  3. Working with Journals
  4. Managing Enterprise Journals
  5. Submitting and Approving Journals

Submitting and Approving Journals

To submit/approve journals:

  1. After you've completed entering the necessary data, in the journal, from the Actions menu, select an available action:

    • Validate - Validate the journal data.

    • Submit - Submit the journal.

    • Approve - Approve a submitted journal. When all reviewers have approved a journal based on the Workflow, the status changes to Closed.

    • Reject - Reject a submitted journal. When a journal is rejected, responsibility returns to the Preparer, and the status changes to Open with Preparer.

    The journal actions that are available depend on the journal status.

  2. To export the journal data, from the Actions (...) drop-down in the detail section, select Export to Excel and follow the prompts.