Journal Entry Workflows

If the Workflow module is installed and active in this company, a workflow menu displays at the top of the info bar to guide you through the process of adding a new journal entry.

  • The Currently Assigned To You section will show any journal entry workflows that are currently open and require approval. Click the tooltip icon to search current workflow assignments and switch to a different journal entry.

  • If the workflow is overdue, the Due by date will be highlighted in red.

  • The Workflow info bar will display a short description of this step and instructions for this screen.

  • Click the tooltip icon to review history and add notes to this workflow.

Add journal entry details and approve or reject the journal entry to continue with the update. Incomplete workflows will continue to display on the My Current Workflow Assignments dashboard app until completed.