Approval history for journal entries

Use the Journal Entries page to review the details and history of a transaction requiring your approval. As you approve and decline transactions, add an optional comment to explain your decision.

To make changes to a transaction that hasn't yet been fully approved, select Edit. The transaction goes to the beginning of the approval chain. Anyone who has already approved needs to approve again.

To make changes to a transaction that's been fully approved (and therefore posted), you need to reverse the transaction and re-enter it. Reversing preserves the original transaction and creates a matching one to balance it. Re-entering the transaction sends it to the beginning of the approval chain. Anyone who has already approved needs to approve again.

Review transaction details and approval history

1. Go to General Ledger > All > Journal entries > Approve journal entries.
2. At a journal entry, select View.
3. On the Journal Entries page:
   • To see a summary of what you're reviewing, select Transaction.
   • To see a chronological listing (most recent activity on top), tab to History.
     • Action shows the most recent activity by the person listed under User.
     • State shows the current condition of the transaction:
       • Submitted: submitted for approval
       • Partially Approved: approved by at least 1 approver but needs another user to approve
       • Approved: approved
       • Declined: declined
       • Posted: posted to the general ledger
     • User shows the user who took the action listed under Action.
     • Submit to user shows who the transaction was submitted to, if approvals are required.
     • Comment shows any comments that were included for the journal entry transaction.

       For a transaction that requires approvals, the user that the transaction was submitted to is shown in the comments.