Assign an approver

Journal entry approval is optional - you do not need to require approvals for journal entries. If you configure the journal for approvals, every submission to post a journal entry will require approval.

Entries that are directly entered by users require approval, but approvals also affect journal entries from:

• Recurring transactions
• Memorized transactions
• Transaction templates
• CSV imports
• Web services

Set up journal entry approval

Setting up the General Ledger for journal entry approvals is a multi-step process, which is described fully in Set up journal entry approvals.

Add approver permissions

Before you can assign a user as an approver, the user needs permissions to approve the journal entry and appear in the list of approvers. You add approvers by setting the users' permission to approve journal entries.

1. Go to Company > Admin > Users and select the user.
2. Select Subscriptions.
3. Select General Ledger and select Permissions.
4. Find Approve Journal Entries.
5. Enable List to add the user to the list of possible approvers.
6. Select Save.

   The user now appears in the list of available approvers. Follow the steps in the next section to add users as approvers.

Require approval and select the Approver

1. Go to General Ledger > Setup > Configuration.
2. On the Configure General Ledger page, under Approval options, select Enable journal entry approvals.
3. Optionally, enable Sage Intacct to send an email notification to approvers when an entry is submitted for approval, daily, weekly, or monthly.
4. In the Approvers section, specify approvers for journals:
   1. In the Journal field, enter a journal that requires approvals.
   2. In the Approver field, enter the user or user group to be the approver for the specified journal.

      If the journal will have 2 possible approvers, add a line for each user.

   3. Optionally, enter a substitute approver.
   4. Repeat the preceding steps for each journal that requires approvals.

      If you do not set up an approver for a journal, transactions for that journal do not require approval.

5. Select Save.

Set email notification frequency

For each journal using approvals, in the Email notification frequency list, select the frequency with which you want to receive notifications that a submission is waiting:

• None: do not send an email notification. This is the default selection.
• Individual transactions: every time a transaction approval is requested.
• Daily summary: once a day, sent just after the end of the day. It includes all the activity that has occurred after the last notification.
• Weekly summary: once a week, sent at the start of the last workday of the week. This includes all the activity that’s occurred after the last notification.
• Monthly summary: at the end of the month, sent at the start of the last workday of the month. It includes all the activity that has occurred after the last notification.

The actual time or day of the week or month that you’re sent the notification email is based on your company calendar.