Approving Journal Entries
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- Hannah Kelley
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1 When a Journal Entry has been submitted to you for approval, you will receive an notification from the PeopleSoft Finance system. To review, and approve, the Journal Entry, log in to the PeopleSoft Finance system. 1. 1On the Home Page, select Worklist On your Worklist, select the link to the Journal Entry that you are. reviewing/approving. Page 1 of 10
2 3. 3If there are attachments associated with this Journal Entry, the number of. attachments will appear in parentheses in the Attachments link. To view attachments, select the Attachments link. Page 2 of 10
3 4. 4Select the file name of the attachment to view it. If your attachment does not. appear, check to see if your browser pop-up blocker is on. Note: You also have the ability to add, or remove, attachments, up until the Journal Entry has posted. 5. 5After viewing the attachment, select OK.. Page 3 of 10
4 6. To review the long description of the journal, select Go To Journal Entry Page. Page 4 of 10
5 7. The Lines page will appear. To see the Long Description, select the Header tab. 8. Review the Long Description. Page 5 of 10
6 9. YTo approve the journal, you can go to the Approval tab, however, you can also approve the journal from the GL Journal Approval page. Page 6 of 10
7 10. On the GL Journal Approval page, you may also add another approver. To add another approver, select the green plus sign in the Approval Stages area. Note: Journal Entries requiring multiple stages of approval will already have that set up through the workflow process. 11. To search for the additional approver by name, select the magnifying glass. Page 7 of 10
8 12. Change the Name dropdown menu to Contains. Enter the name of the additional approver, and select Search. 13. Select the name of the additional approver from the Search Results. 14. Select Insert. 15. Page 8 of 10
9 16. Select Save Approval Flow Changes. 17. To view the detail of the Journal Entry, expand the Journal Lines section. Note: To view both the Chartfield information and Currency information at the same time, select. Page 9 of 10
10 18. Select one of the following options: a. Approve: Selecting approve will continue the workflow process for the Journal Entry. If there are no additional stages of approval, selecting Approve will approve the Journal Entry. If there are additional stages of approval, selecting Approve will route the Journal Entry to the next approval stage. Selecting Approve will also remove the Journal Entry from your worklist, and from the worklist of any other approvers at this approval stage. b. Deny: Selecting Deny will prompt you to enter comments as to why you are denying the Journal Entry, and it will place the Journal Entry on the worklist of the user who submitted the Journal Entry for approval. Denying the Journal Entry will also remove the Journal Entry from your worklist, and from the worklist of any other approvers at this approval stage. c. Hold: Selecting Hold will remove the Journal Entry from the worklist of any other approvers at this approval stage, and will allow you to pause the workflow process until any questions you have on the Journal Entry have been satisfied. Once your questions have been satisfied, you will remove the Hold on the Journal Entry, and either Approve, or Deny, the Journal Entry. You can select Add Comments for any of the options you have selected. When the Journal is approved, it will be noted in the Approval Stages. Page 10 of 10
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