GL Batch Approval workflow
For Sage 300
Extender Workflow template designed to streamline the approvals process for GL journal entry batches, revolutionizing the way you manage your financial workflows. This comprehensive solution empowers users to efficiently manage GL batch approvals, ensuring accuracy and compliance with seamless automation.
An Extender Workflow template to manage the approvals process for GL journal entry batches.
How it works
The approval process is triggered when the GL batch status is set to “Ready to Post”:
- The designated approver(s) are notified via email that a GL Batch is awaiting their approval.
- The approver(s) review and approve or reject the posting of the GL Batch using their Extender Workflow Console.
If approved:
- The GL batch is automatically posted, and the user who submitted the batch for approval is notified.
If rejected:
- The approver is prompted to give a reason for rejection.
- The user who submitted the batch for approval is notified of the rejection, with the reason provided.
- The Batch status remains “Open” and can be re-submitted for approval once the issue has been resolved.
App Type
Packaged
Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)
Workflow
Makes use of the Workflow capability that comes included with Orchid Extender.