Submitting Consolidation Journals for Approval

After creating Consolidation journals and entering journal data, you submit them for approval before posting them to the database.

You can submit a journal after it has been created, or submit it later by selecting it from the list of available journals. You can submit journals one at a time or in batches. After you submit a journal, the status changes to Submitted. A reviewer then approves or rejects the journal, and if it is approved, you can post it.

The Complete action enables you to have a second level of approval for each journal if so desired.

• If you have the Consolidation Journals - Create role, but do not have the Consolidation Journals - Submit role, you must select the Complete action before submitting the journal.

• If you have both the Consolidation Journals - Create role and the Consolidation Journals - Submit role, you can bypass the Complete action and select Submit directly.

If email notifications have been set up, when the Submit action is performed, the journal Approvers receive an email notification.

Watch the following video about submitting journals:

Submitting Journals

To submit journals:

1. On the Home page, click Consolidation Journals.
2. From the list of journals, select a Working journal to submit.

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

3. If you have the Consolidation Journals - Create role, but do not have the Consolidation Journals - Submit role, from the Actions menu, select Complete.
4. If you have both the Consolidation Journals - Create role and the Consolidation Journals - Submit role, from the Actions menu, you can select Submit.
5. Optional: Enter a comment in Comments.
6. 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.