Progress Tab of the General Ledger Budgeting Group Form

Use the Progress tab to view the approvals and history of approval assignments associated with a general ledger budget group.

This tab displays when you use an approval workflow for approving general ledger budgets (turned on in Settings > Accounting > Company Settings).

Contents

Budget Selection Grid

Field	Description
Budget Selection Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Budget Name	This field displays the name of the individual general ledger budget.
Budget Year	This field displays the budget year.
Organization	This field displays the organization associated with the budget.
State	For the individual general ledger budget, this field displays the state in the approval workflow (Start, In Progress, Approved, or Rejected).
Step	For the individual general ledger budget, this field displays the step in the approval workflow.

Field	Description
History	Click this button to open the Approval History dialog box and view a log of all the actions performed on the purchase order.

Approvals Grid

Field	Description
Approvals Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Responsibility	This column displays the organization roles of the assigned employees for the steps of the approval workflow.
Approver	This column displays the name of the employee that was assigned to the organization role displayed in the Responsibility column.
Date	This column displays the date when the approval was made. By default, the approval that has the earliest date appears as the first item.

Assignments Grid

On this grid you can review assignment information, including the step number and action from the approval workflow, the name of the employee assigned, the start and completion dates, the action taken, and any comments entered when the assignment was approved or rejected.

Field	Description
Assignments Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.

Assignments Grid Toolbar

Field	Description
Show/Hide Past Assignments	Click this button to display or hide your previous assignments associated with the approval.

Assignments Grid Fields

Field	Description
Step	This column displays the step number of the assignment based on the configured workflow.
Description	This column displays the description of the assignment.
Responsibility	This column displays the organization role that the step is assigned to, based on the configured workflow.
Name	This column displays the name of the employee that is assigned to the step.
Delegate	This column displays a check box. This check box is selected if the employee was delegated to perform the task for the assignment.
Due Date	This column displays the date when the assignment is due.
Step Start Date	This column displays the date when the assignment was started.
Action Taken Date	This column displays the date when the employee performed an action for the assignment. By default, the assignment that has the latest date appears as the first item.
Action Taken	This column displays the action that was performed by the assigned employee.
Comment	This column displays any comments that were entered when an employee approved or rejected an approval assignment. This column also displays: <Employee Name> reassigned: This displays when an employee is added or reassigned to an approval step. This occurs when you click Approvals > Reassign on the toolbar of a form from which you approve an approval step, such as the AP Invoice Approvals form, the Purchase Orders form, the Absence Requests form, and so on. Approved, conditions not met: This displays when an approval step is approved when conditions for the step are not met. Completed, conditions not met: This displays when the last approval step is completed (final approved) when conditions for a step are not met.