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 in Vision
1	You must activate the Accounting module, if it is not already activated.	Configuration > Module Activation
2	If you use organizations in Vision 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.	Create approval roles for all your organizations in Configuration > Organization > General. Assign approval roles to your organizations and assign one employee to an approval role. You can do this in one of two locations: Configuration > Organization > General — Assign one or more organizations to an approval role and assign one employee to the approval role. Configuring approval roles here allows you to configure the approval roles for all your organizations from one screen without having to open each individual organization in a separate configuration screen in Individual Organization Setup. Configuration > Organization > Individual — Open each organization individually, and assign one or more approval roles (that were set up in Organization General Setup), then assign one employee to an approval role.
3	Create an approval workflow for General Ledger Budgets.	Configuration > Workflows > Approval Workflows 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.
4	Enable approvals for General Ledger Budgets, assign an approval workflow, and define when you want to start using approval for budgets.	Configuration > Accounting > Company Settings 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.