Approve and post journal entries

Steps

1. 1

   Look in the Approvals inbox

   In the left menu select Approvals. The inbox lists records waiting on a step you can decide, from every module that uses it. The two journal entries are here, each with its amount, its approval policy and a link called Open record. You approve journal entries in the Approval Queue inside Journals, which Open record leads to.

   • Select Approvals
2. 2

   Open Journals and select Approval Queue

   Go back into the entity, select Accounting, then Journals, and select the Hide navigation icon for more room. Select Approval Queue. Only entries that their preparer has submitted are listed. A tick box appears at the start of each row, and a green tick, the approve button, at the end.

   • Select Accounting
   • Select Journals
   • Select Hide navigation
   • Select Approval Queue
3. 3

   Open the first entry and check it

   Select the eye on the capital entry. Read each line: the suspense account is debited 500,000, share capital is credited 300,000 and the loan account is credited 200,000. Ask yourself whether the accounts are right, whether debit and credit are the right way round, and whether you have seen the evidence. Then select Close.

   • Select View
4. 4

   Select the green tick to approve

   Close the entry, then select the green tick at the end of its row. The window called Approve and post names the entry and its amount. It says that your approval is recorded under the organisation's journal posting policy, and that the entry posts once every required step is approved. In Comment type what you checked; the comment is kept in the audit trail.

   • Select Close
   • Select Approve entry JE-2026-0017
   • Type Comment: Agreed to the bank advice and the loan agreement.
5. 5

   Select Approve

   Select Approve. A message says Entry approved and posted. The entry leaves the queue, and from this moment the 500,000 dirhams is out of suspense and shown as share capital and a loan.

   • Select Approve

   

6. 6

   Tick an entry to approve several at once

   When many entries are waiting, tick the box at the start of each one you have checked. A button appears above the list with the number selected. Tick the accrual, then select the button Approve 1 selected.

   • Select Select entry JE-2026-0018
   • Select Approve 1 selected
7. 7

   Confirm the batch

   The window explains that each entry goes through the approval policy on its own. Select the Approve button in the window. A summary reports how many entries were posted, partly approved, skipped or refused. An entry is refused, for example, if you prepared it yourself.

   • Select Approve 1
8. 8

   Close the summary and check the queue is empty

   Close the window. The Approval Queue is now empty: nothing is waiting for you.

   • Select Close
9. 9

   Select All Entries and find the posted entries

   Select All Entries. The accrual is at the top with the status Posted, and so is the capital entry. A posted entry has one button left: the curved arrow, Reverse entry. Posted entries are never edited or deleted.

   • Select All Entries