Add New Finance Journal Approver Roles

Use the Finance Journal Approval submodule to add new finance journal approver roles.

To use the Finance Journal Approval submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new finance journal approver role:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new finance journal approver role.
  3. In the left pane of the Settings screen, click Company Approvals > Finance Journal Approval.
  4. On the grid toolbar, click Add Role .
  5. In the Add Role dialog box, use the drop-down list to select the role that you want to add as a finance journal approver and click OK.
  6. You can edit the Priority and Employee fields by double-clicking on the corresponding field.
    Note: The Employee field is not editable for all finance journal approver roles.