1. Accounting
  2. General Accounting
  3. Journal Entries
  4. Journal Entry Approval Overview
  5. Using SuiteFlow for Journal Entry Approvals
  6. Enabling Workflows for Journal Entry Approval

Enabling Workflows for Journal Entry Approval

To enable workflows for journal entry approval, you check the Journal Entries box on the Approval Routing subtab of the Accounting Preferences page.

If you have been using the Require Approvals on Journal Entries preference, you must perform the following tasks before you set the Journal Entries preference.

  1. Approve all existing journal entries in your system.

  2. Optionally, disable the Require Approvals on Journal Entries accounting preference.

    NetSuite hides this approval method after the Journal Entries approval routing accounting preference is checked. If you later clear the Journal Entries preference and Require Approvals on Journal Entries is still checked, NetSuite defaults to this approval method.

  3. Set the Journal Entries accounting preference.

    To set the accounting preference:

    1. Go to Setup > Accounting > Accounting Preferences.

    2. Click the Approval Routing subtab.

    3. Check the Journal Entries box.

    4. Click Save.

      Two new lists appear on the Journal, Intercompany Journal, Advanced Intercompany Journal, and Statistical Journal pages: Next Approver and Approval Status. If you do not want these lists to appear you must customize the form to hide them. In the top right corner of the page, select Customize > Customize Form.

Related Topics:

General Notices