Reviewing Journal Entries for Approval Lesson


In this lesson you will learn how to review journal entries for approval.

 

Navigation: There are two menu paths for this process.  This lesson uses the JE Review/Approve/Post menu path.

 

Accounting - Agencies > Manage Journal Entry > JE Review/Approve/Post > JE Review/Approve/Post

 

or

 

Accounting - Agencies > Manager Journal Entry > Enter Manual Journal Entries > Journal Entries with Debit/Credit Format (Enter Batch Number, click Find, choose record and click Row, Batches)


Steps:

  1. Click the NIS State of Nebraska link.

    Step 1
  2. Click the Accounting - Agencies link.

    Step 2
  3. Click the Manage Journal Entry link.

    Step 3
  4. Click the JE Review/Approve/Post link.

    Step 4
  5. Click the JE Review/Approve/Post link.

    Step 5
  6. Note: Verify the Batch Type is correct.

    Step 6
  7. Click the Pending option.

    Step 7
  8. Click the Find button.

    Step 8
  9. Note: The QBE line can be used to narrow your search if necessary.

    Step 9
  10. Click in the Batch Number field.

    Step 10
  11. Enter "1896775" into the Batch Number field.

    Step 11
  12. Click the Find button.

    Step 12
  13. Choose the desired batch number by clicking the check box next to it.

    Step 13
  14. Click the Row button.

    Step 14
  15. Click the Batch Approval menu.

    Step 15
  16. Click the Approved - Batch is ready to post option.

     

    Note: If a batch is in ERROR STATUS, selecting Row, Batch Approval can be used to set the status to either pending or approved.

    Step 16
  17. Click the OK button.

    Step 17
  18. Verify Status Description changed to Approved.

    Step 18
  19. Click the Close button.

    Step 19

You have successfully completed this lesson.

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