Approval Workflow

​

How It Works

1. Accountants create and submit journal entries
2. Managers review and approve or reject entries
3. Approved entries post automatically

​

User Roles

• Accountant - Creates and submits entries
• Manager - Approves or rejects entries

​

For Accountants

1. Create journal entry
2. Save as draft
3. Click Submit for Approval
4. Entry awaits manager review

​

For Managers

1. View pending entries
2. Review details
3. Approve to post or Reject to return

​

Entry Status

• Draft - Being created
• Pending - Awaiting approval
• Approved - Posted to ledger
• Rejected - Needs correction

​

Next Steps

• Understand workflow roles
• Set up notifications
• Manage user roles