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General Journal Route for Approval

  • 1.  General Journal Route for Approval

    Posted 7 days ago
    Hi - new user here.  I created a journal entry as a general journal, in a batch.  When I hit Submit, the status automatically changes to Approved, rather than sending it to my boss to approve it.  What am I doing wrong and how can I change it?   Thanks!

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    Katie Spillane
    Catholic Charities USA
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  • 2.  RE: General Journal Route for Approval

    Posted 7 days ago
    Hello Katie

    Are you an approver also? If yes, does your approval threshold cover the transaction value? ​

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    Alfredo Zelaya
    Sr. Systems Analyst
    Megadyne Americas LLC
    Fairfield NJ
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  • 3.  RE: General Journal Route for Approval

    Posted 7 days ago
    I am an approver also.  It turns out my name wasn't added to the Transaction Approval Rules, since I started recently.  That should do the trick!

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    Katie Spillane
    Catholic Charities USA
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