Workflow Stages
- Draft - Entry being prepared
- Pending - Submitted for review
- Approved - Posted to ledger
- Rejected - Returned for corrections
Roles
Preparer (Accountant)
- Creates journal entries
- Submits for approval
- Corrects rejected entries
Approver (Manager)
- Reviews pending entries
- Approves or rejects
- Provides feedback
Process Flow
- Accountant creates entry
- Submits for approval
- Manager reviews
- Approves (posts) or rejects (returns)
Key Rules
- Users cannot approve their own entries
- Approved entries cannot be edited
- All actions are tracked in audit trail