Costpoint Online Help

Contents of the Approve Journal Entries Screen

Use the fields and options to configure the Approve Journal Entries screen.

Approve Journal Entries

Field Description
Approver

This non-editable field displays the name of the currently logged-in user.

Approve JE Details

For Costpoint Cloud, you can choose to opt in to Feature 2418721: Visibility Enhancements for AI-Powered Journal Entry Assessments for the Costpoint 2026.1 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-in Features topic for more information.

Field Description
JE Type

This field displays the journal entry type.

JE No

This field displays the journal entry number.

JE Amount

This field displays the journal entry amount. This is the higher of the debit or credit amount for the journal entry.

Appr

Select this check box to approve the journal entry. If you clear this check box, the journal entry remains unapproved.

Dela Review
This field displays Dela's decision after reviewing a transaction. It displays one of the following:
  • Dela Analyzed Review Advised
  • Dela Recommended
  • Dela Analyzed Manual Approval Required
  • Dela Approved
Dela Reason

This field displays the basis for the decision displayed in the Dela Review field.

Dela Confidence Setting

This field displays the Dela's confidence level setting at the of review. The value ranges from 70 to 100.

When the confidence level is lower (e.g. 70), Dela accepts matches even if it is not very sure. This might result in more matches, but some could be less similar to historical data.

When the confidence level is higher (e.g. 100), Dela will only accept matches when it is very sure. This might result in fewer matches, but they will closely resemble historical data.

Dela Reviewed Date

This field displays the date when Dela analyzed the transaction.

Fiscal Year, Period, Subperiod

These fields display the fiscal year, period, and subperiod for which the journal entry was entered.

Entry User ID

This field displays the user ID of the person who entered the journal entry.

JE Description

This field displays the description of the journal entry.

Over Budget

This check box is selected if the journal entry will cause any project's budget to be exceeded. This check box identifies transactions that, if posted, will cause you to exceed the line item ceiling placed on a project.

Approval User

This field displays the ID of the user who approved the transaction.

If the transaction was automatically approved by Dela, this field displays the ID of the user authorized for AI-powered assessment.

Approval Date

This field displays the date when the transaction was approved.

Entry Date

This field displays the date the journal entry was entered.

Subtasks

Subtask Description
JE Detail Click this link to open the JE Detail subtask.
Exchange Rates Click this link to open the Exchange Rates subtask.