How to Send Multiple Journal Vouchers for Approval

Multiple journal vouchers can be retrieved and sent for approval in the Journal Voucher Management screen using the Send Selected for Approval or Send All For Approval group actions.

Use the following steps to send multiple journal vouchers for approval:

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. Select as many or as few journal vouchers from the results displayed in the grid, by clicking the corresponding check mark beside each journal voucher or click the check mark at the top of the grid to select all journal vouchers.

10. Click on the Group Actions drop-down menu and select one of the following: Send All for Approval or Send Selected for Approval.

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

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

13. 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.