Add access to journal entry approvals to dashboard

You can add the Approve journal entries component to your dashboard so that you can view the transactions that are assigned to you.

Subscription

General Ledger

Regional availability

All regions

User type Business user
Permissions

To add the component: 

  • Dashboards: List, View, Add, Edit

To use the component: 

  • Dashboards: List, View

  • Approve journal entries: List

  • User must be set up as a journal entries approver
  1. Go to Dashboards > All and select a dashboard.
  2. Select Add.
  3. In the Component type field, select Record.
  4. In the Component field, select Approve journal entries.
  5. In the Record details section, select the fields that will appear in the component.

  6. To filter the list by the values in one or more fields, select the Filter checkbox, and then enter an operator and field filter.

    You want to view only entries with a submitted status. Make the following selections:

    • Select Filter checkbox for the State field.

    • In the Field filter operator field, select Equals.

    • In the Field filter field, select Submitted.

  7. Select Save.

After you've added the component, you can select View all to open the approvals page.