If your firm's accounting operations policies include segregation of duties, perhaps to comply with the Sarbanes-Oxley Act of 2002, or your firm has otherwise decided to require that journal entries be approved, you can set up an internal process for approving journal entries. Use this screen to authorize employees to approve journal entries entered by data entry staff.
Use the Link Users subtask to set up an approver to approve journal entries for a group of data entry users.
Use this screen if your firm has initialized the JE Approval feature by establishing approval settings in the JE Approval Settings subtask of the G/L Settings screen.
If you use approvals, enter approvers in this screen before posting journal entries to the General Ledger.
Enter, or use Lookup to select, the identifier of the employee authorized to approve journal entries. When you select an employee, his or her name appears in the Name column.
This non-editable field displays the name of the employee associated with the Approver ID.
This field's default value is No. Select Yes to allow this approver to approve their own journal entries. Otherwise, accept the default value.
* A red asterisk denotes a required field.
Select this link to open the Link Users subtask, where you can set up an approver to approve journal entries for a group of data entry users.
Changes in this screen update the JE_APPRVR (Journal Entry Approver) table.