FIN 9.2 How-To: Approving Journal Entries

FIN 9.2 How-To: Approving Journal Entries


This video will show you how to review and
approve a journal entry in the PeopleSoft Finance System. Here’s how it works. From the homepage, click on Worklist. On your Worklist, click the link to the Journal
Entry that want to review or approve. If there are any attachments associated with
this Journal Entry, you can view them by clicking on the Attachments link. To view the detail of a Journal Entry, expand
the Journal Lines section. If you’d like to view the Chartfield Information
and Currency information at the same time, click on this icon. After review, you can choose from the following
options: Choosing Approve will continue the workflow
process for the journal entry. If there are no additional stages of approval, this will
approve the journal. If there are additional stages of approval,
clicking Approve will route the Journal Entry to the next approval stage and remove the
entry from your worklist. Choosing Deny will prompt you to enter comments
as to why you are denying the journal entry, and will place the Journal Entry back on the
worklist of the user who had submitted it. Denying an entry also removes it from your
worklist, and from the worklist of any other approvers. Choosing Hold will remove the journal entry
from the worklist of any other approvers and allow you to pause the process until questions
you have have been answered. Once you are ready to proceed, you can either
Approve or Deny the journal entry. If you just need to add a note or ask a question,
you can use the Add Comments button.

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