Transaction Center Approvals Tab of Accounting Company Settings

Use the Transaction Center Approvals tab to enable and enter settings for the Transaction Center approval feature. When this feature is turned on, an approver reviews transaction entry files in the Transaction Center before the files are posted.

On this tab, you choose the transaction types for which the approval process applies, set up employees as approvers who review, reject, and approve the contents of the submitted transaction entry files, and select other posting and editing options.

If you do not include a transaction type in the approval process, files do not need to be approved. After they are submitted, their status automatically changes to approved and they are immediately available to post. If you use alerts, approved alerts are sent instead of submitted alerts.

When you enable the approval feature for a transaction type, the following rules apply:

  • Employees who are designated as Transaction Center approvers see the Approve and Reject options on the Transaction Center entry form toolbar.
  • The Transaction Center entry form includes Status, Approved By/Rejected By, and Reject Reason fields.
  • A Status column displays in the Transaction Entry Form Lookup and on the Transaction List Report.

Contents

Field Description
Enable transaction center approvals Select this check box to turn on the Transaction Center approval feature.

When you enable this feature, the following changes occur:

  • All the options on this tab are enabled so that you can enter settings for the approval feature.
  • An Approval Status column displays on the Transaction Entry form and Transaction Lists form in Transaction Center > Transaction Entry.
  • A Submit File option displays on the toolbar of the Transaction Center entry forms for the transaction types for which the Transaction Center Approvals feature has been turned on.
  • The following alerts are available in the Transaction Center folder of Company Alerts Settings(Settings > General > Company Alerts):
    • Transaction Entry File Approved
    • Transaction Entry Form Rejected
    • Transaction Entry File Submitted
Enable for all transaction types This check box is available when you select the Enable transaction center approvals check box.

Select this check box to turn on the Transaction Center approval feature for all transaction types. When you do this, the Transaction Type grid below this check box is disabled.

Transaction Types Grid

When you do not select the Enable for all transaction types check box, the Transaction Types grid is enabled. Use this grid to select individual transactions types for the approval process.

Field Description
Transaction Types Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to insert a blank row in the Transaction Types grid. Then click in the blank Transaction Types cell to select a transaction type for which to apply the approval feature.
Delete To delete a transaction type from the grid, click a transaction type in the grid to select it, and click this option. This removes the transaction type from the approval process. You can remove a transaction type from the approval process at any time.
Transaction Type Click this cell in the grid to select a transaction type from the drop-down list for which to apply the approval feature.
Require completed approvals to post transaction files Select this check box to require all forms within submitted transaction entry files to be approved before the file is posted.

Clear this check box if you do not require submitted transaction entry files to be approved before the file is posted. This means that transaction entry files with either a submitted or approved status can be posted.

Allow submitted transaction files to be edited Select this check box if you want to allow users (including non-system approvers) to modify and resubmit transaction entry files that have a submitted status.

Clear this check box if you want to allow users to view but not modify transaction entry files after they are submitted.

When this check box is cleared:

  • Users can modify forms within a submitted transaction entry file only if a reviewer rejects a form.
  • Approvers who are not system approvers can only approve and reject forms within a submitted transaction entry file; they cannot modify them.
  • System approvers can modify submitted transaction entry files regardless of whether or not this check box is selected; they are not affected by this check box.

Approvers Grid

This grid is available when you select the Enable transaction center approvals check box. Select employees who can approve submitted transaction entry files.

Field Description
Approvers Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to open the Employee Lookup and select one or more employees as approvers. If you have multiple companies, the Employee Lookup includes employees from all the companies in your enterprise.
Delete To delete an approver, click anywhere in the approver's row and click this option.
Name After you click Insert and select approvers, the approver names display in this field.
System Approvals Select this check box if you want an approver to be allowed to perform any of the following actions for any transaction entry file submitted by any employee at any time: Edit, Resubmit, Approve, or Reject.
Employees To Approve For Click this cell and click to open the Employees To Approve For dialog box. In the dialog box, you match approvers with the employees whose submitted transaction entry files they will approve.

Approvers who are not set up as system approvers must be included on the grid so that they can approve their own edits.