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Processing Transactions with Approvals
The topics of this chapter describe how to set up approvals of GL transactions and how to process transactions for which approvals have been set up.
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Transactions with Approvals: General Information
In Acumatica ERP, you can set up approvals for batches of GL transactions so that these batches can be released and posted only after they have been approved by an authorized employee. When a batch of GL transactions is taken off hold, if it is subject to approval, the system assigns the appropriate approver. If the batch is approved, a user can process it further. If it is rejected, the user can either delete the batch or modify it and again submit it for approval by removing it from hold.
Transactions with Approval: Process Activity
The following activity will walk you through the process of creating batches of GL transactions that need approval and approving them.
Transactions with Approval: Related Report and Inquiry Form
In the following sections, you can find details about the reports and inquiry form you may want to review to gather information about GL transactions of batches with the
Pending Approval
and
Rejected
statuses.
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Processing Transactions with Approvals
[anchor|#section_ot3_mjv_vxb][anchor|#p_pt3_mjv_vxb] The topics of this chapter describe how to set up approvals of GL transactions and how to process transactions for which approvals have been set up. ==In This Chapter{nestedtopics}== *[HelpRoot_GeneralLedger\Finance_GLTransactions_with_Approvals_General_Info|Transactions with Approvals: General Information] *:In Acumatica ERP, you can set up approvals for batches of GL transactions so that these batches can be released and posted only after they have been approved by an authorized employee. When a batch of GL transactions is taken off hold, if it is subject to approval, the system assigns the appropriate approver. If the batch is approved, a user can process it further. If it is rejected, the user can either delete the batch or modify it and again submit it for approval by removing it from hold. *[HelpRoot_GeneralLedger\Finance_GLTransactions_with_Approvals_Process_Activity|Transactions with Approval: Process Activity] *:The following activity will walk you through the process of creating batches of GL transactions that need approval and approving them. *[HelpRoot_GeneralLedger\Finance_GLTransactions_with_Approvals_Reports|Transactions with Approval: Related Report and Inquiry Form] *:In the following sections, you can find details about the reports and inquiry form you may want to review to gather information about GL transactions of batches with the ''Pending Approval'' and ''Rejected'' statuses.
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