Create a journal approval procedure

Click Project> Setup> Journals> Journal approval.
Press CTRL+N to create a new journal approval procedure.
Define a name for the journal approval procedure, and click Lines.
In the Journal approval setupform, press CTRL+N to create a new line to specify the stages of the approval procedure.

Any transactions entered in a journal will be assigned the first step of the approval procedure.

Note
On each line there are three flags that determine the permissions for the user group. A journal must pass through all the lines in the journal approval procedure. The next approval stage is defined in the Nextfield where approval steps are defined. Then follow the current step for each journal status line except the approval line which is the last step in the approval procedure.

Note

On each line there are three flags that determine the permissions for the user group. A journal must pass through all the lines in the journal approval procedure.

The next approval stage is defined in the Nextfield where approval steps are defined. Then follow the current step for each journal status line except the approval line which is the last step in the approval procedure.

Example

The following approval procedure has three stages:

First stage ( Enter): Project journal data ( Expense, Hours, Fee, and Itemconsumption) can be edited but not checked or posted.
Second stage ( Check): Project journal data can be checked but not posted or edited.
Third stage ( Post): Project journal data can only be posted.
- Only consultants may perform the first stage.
- Only project leaders may perform the second stage
- Only project accountants may perform the last stage.

Based on the information above, the stages of the project approval procedure will be:

Status value	Ready for posting	Check journal	Editing	Next stage	Group ID
Enter	Not applicable (N/A)	N/A	X	Check	Consultants
Check	N/A	X	N/A	Post	Project leader
Post	X	N/A	N/A	N/A	Project accountant

See Also