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Payment Journal Workflows

  • 1.  Payment Journal Workflows

    GOLD CONTRIBUTOR
    Posted Mar 10, 2021 01:31 PM
    I'm setting up a payments journal workflow using the existing general journal batch workflow.  We already use this for other journals but don't want anyone posting before approval.   But the existing workflow stops you from printing checks without approval and then won't let you post without approval.  So you have to have 2 approvals to get through the journal.  We don't need to approval to print checks in the workflow.  Does anyone know how to remove this part of the approval?  Thanks.

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    Patti Parrish
    Finance Project Manager
    EthosEnergy Power Plant Services
    Alpharetta, Ga
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  • 2.  RE: Payment Journal Workflows

    TOP CONTRIBUTOR
    Posted Mar 12, 2021 09:28 AM
    Hi Patti,

    We have the approval happen before the checks are printed and then it doesn't have to be approved after that.
    Here are the 2 Workflows that make that happen.


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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Appleton WI
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  • 3.  RE: Payment Journal Workflows

    GOLD CONTRIBUTOR
    Posted Mar 12, 2021 02:30 PM
    Thanks so much for responding.  I'll review and see how we can make this work.

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    Patti Parrish
    Finance Project Manager
    EthosEnergy Power Plant Services
    Alpharetta, Ga
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