Checklist: Configure and Enable Approvals for the General Ledger Budgets
You can use an approval process that is based on an approval workflow for General Ledger budgets.
You set up and enable approval workflows individually for an application.
Step | Description | Location |
---|---|---|
1 | You must activate the Accounting application, if it is not already activated. | Modules tab in |
2 | If you use organizations in Vantagepoint and you want General Ledger budgets to be approved by someone at the organization level, add approval roles at the organization level. Assign an employee to the approval role. |
|
3 | Create an approval workflow for General Ledger Budgets. | When you create an approval workflow, select General Ledger Budgets in the Application field on the General tab. On the Workflow tab, set up the approval steps for the workflow, and add approvers and notification alerts for each step. |
in the desktop application
4 | Enable approvals for General Ledger Budgets, assign an approval workflow, and define when you want to start using approval for budgets. | In the General Ledger Budget Approvals section of the General tab, select the Use Approvals check box. In the Approval Workflow field, select the approval workflow to use. In the Approval Start Year field, enter the year of the budgets that you want to enable approvals on. Budgets that fall within the specified year or later will have approvals enabled. If you leave the field blank, approvals are enabled on all existing General Ledger budgets. When you save these settings, the next time a user clicks Submit on the toolbar of a General Ledger Budget application entry form, the approval process starts. A Progress tab displays on the General Ledger Budget application form. |
in the desktop application