Finance Account Approval

Use Finance Account Approval in the Approval submodule in the Tasks module to view the list of finance account records that you need to approve. Finance Account Approval enables you to approve or reject finance account records. You can also edit creditor information, default values, and payment and payment proposal settings.

To use Finance Account Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To view all of the finance accounts in your WorkBook system that need approval, navigate to Finance & Administration > Administrative Follow-Up > Finance Accounts for Approval.