Predefine Approver Routing for Ad Hoc Enterprise Journals and Supplemental Data Forms

The administrator can now predefine approver routing for ad-hoc journals or forms when creating enterprise journal or supplemental data form templates. An individual user, team, or group can be defined as an approver and the approval path can be assigned to preparers. If a single approval path is defined for a preparer on a template, that approval path is selected by default and the approvers can’t be altered by the preparer when creating the ad-hoc journal or form using that template. If two or more approval paths are configured for the preparer, then the preparer can choose the applicable approval path for ad-hoc journal or form they are creating using that template.

Applies to: Account Reconciliation, Financial Consolidation and Close, Tax Reporting

Business Benefit: This feature enables administrators to predefine the appropriate approval workflow when preparers create ad hoc forms or journals, ensuring compliant approvals based on company policy.

Key Resources