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How to Approve an Existing Journal
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Summary: Find out how to approve an existing journal in FinancialLink. |
| What to do. |
How to do it |
| 1 |
Go to unapproved documents in FinancialLink. |
- Go to FinancialLink.
- Select Unapproved Docs in the left-hand sidebar.
- Log in. If you don't have access to FinancialLink, please follow the directions How to Get a User ID (Business Systems).
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| 2 |
Review the journal(s). |
- Click the document number to review a journal.
- If the journal is okay to approve, go to Step 3.
- If the journal needs to be corrected:
- Click the Uncomplete button at the bottom of the screen.
- Send an e-mail to the journal preparer and let them know the journal needs to be corrected.
- After the journal is corrected, go to Step 1.
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| 3 |
Approve the journal(s). |
- Click the Approve button at the bottom of the screen.
- If you are the final approver for the journal you'll see FINAL APPROVAL HAS BEEN ACQUIRED displayed on the screen, and the journal will post to the ledger that evening.
- If you aren't the final approver, you'll see DOCUMENT APPRVD FOR CURRENT LVL displayed on the screen and the journal will proceed to the next approver in the hierarchy.
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Need an expert? Contact Steve Ste Marie, (858) 534-4951. |
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