Open Forum

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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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.


------------------------------
Greg Enns
ERP Coordinator
Technical Prospects
Appleton WI
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Original Message:
Sent: Mar 10, 2021 01:31 PM
From: Patti Parrish
Subject: Payment Journal Workflows

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.

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

Thanks so much for responding.  I'll review and see how we can make this work.

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

Original Message:
Sent: Mar 12, 2021 09:28 AM
From: Greg Enns
Subject: Payment Journal Workflows

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.


------------------------------
Greg Enns
ERP Coordinator
Technical Prospects
Appleton WI

Original Message:
Sent: Mar 10, 2021 01:31 PM
From: Patti Parrish
Subject: Payment Journal Workflows

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.

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