How to Send a Journal Voucher for Approval

A journal voucher can be sent for approval as part of the journal voucher create and/or modify processes. For step by step instructions refer to How to Create A Journal Voucher, How to Create a Journal Voucher Using Copy Feature or How to Create a Journal Voucher Using a Template for more information on these processes.

Alternatively, a saved journal voucher can be retrieved and sent for approval in the Journal Voucher Management screen using the Send For Approval action.

Use the following steps to send a journal voucher for approval in the Journal Management screen:

1. Click on the Business tab, click Journal Entry, and select Journal Voucher.

Note: When accessing the Journal Voucher Management screen, all Standard journal vouchers with the Status of Work in Progress or Rejected and created by the user logged in, will be retrieved and displayed in the grid. If necessary, perform a journal voucher search. Follow Steps 2 through 8 below; otherwise proceed to Step 9.

2. If applicable, in the Journal Voucher Management screen, click on the calendar icon to enter the Start Date.

3. If applicable, click on the calendar icon to enter the End Date.

4. If applicable, click on the Batch Code drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

5. If applicable, in the JV Type section, select one of the following radio buttons: Standard JV (selected by default) or Other JV. When Other JV is selected, the following two options will be displayed and selected by default: Template and Recurring JV. Click on the relevant check box to remove and option.

6. If applicable, in the Status section, select or deselect any of the following selection boxes: Work in Progress (selected by default), Approved, Rejected (selected by default) and/or Sent for Approval.

7. If applicable, in the Originated By section, select one of the following radio buttons: All or Me (selected by default).

8. Click on the Search button. The journal vouchers that meet the search criteria will be retrieved and displayed in the grid.

9. Click on the Action drop-down menu beside the corresponding journal voucher and select Send for Approval.

10. In the Submit Journal Voucher for Approval dialog box, click on the Approver drop-down menu to select an option.

11. If applicable, enter a note in the Note field.

12. Click on the OK button to submit the journal voucher for approval or click on the Cancel button to cancel the send for approval process.