JE APPROVAL SETTINGS

If your firm's accounting operations policies include segregation of duties, to comply with the Sarbanes-Oxley Act of 2002 or otherwise separate users who create journal entries from those who approve them, you can set up requirements for journal entry approval in this screen.

Use this screen to specify which journal entry types require approval and a transaction amount limit, if any, above which the approval requirement applies for each type.

Company

Costpoint populates this non-editable field from the G/L Settings main screen.

Name

Costpoint populates this non-editable field from the G/L Settings main screen.

Approval Settings Table

JE Type

This column displays each journal entry type on a separate row.

Approval Required

Enter Y to require approval for transactions of this JE Type before the system posts them. Enter N, the default value, to allow the system to post transactions of this JE Type without approval.

Required Above Amount

Enter the amount above which journal entry debits and credits of this JE Type require approval before the system posts them. To require approval of all journal entries of this JE Type regardless of transaction amount, accept the default value of 0.00.