Approve Journals Uploads

Journal entries uploaded by preparers may need approval based on the Configure Approval Matrix. Users will receive approval notifications in their Finance Automation Inbox or email whenever a Preparer uploads a Journal that requires approval.

Follow these steps to review and approval new Journals:

1. Open the approval link from your email or go to Inbox in your Finance Automation portal and select the required approval notification. The bottom panel displays showing the notification details.
   

2. Review notification content, attached notes, and supporting documents for the Journal Entry.

3. Click Accept to approve the Journal Upload.

4. Add an approval message and click OK. The notification response changes to Accept.