Open Forum

Expand all | Collapse all

Journal Entry Workflow with Recurring Batches

  • 1.  Journal Entry Workflow with Recurring Batches

    Posted 18 days ago
    We currently use the workflow option for Journal entries and we are wondering if there is an option for deferred batches that does not require the batch to be submitted each month for it to be posted.  We know we can turn the workflow off and then back on, but that defeats the purpose because we have to wait until entries are completed or back with originators before doing so.


    ------------------------------
    Debra Parrett
    Multi Service Technology Solutions, Inc
    Overland Park KS
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Journal Entry Workflow with Recurring Batches

    GOLD CONTRIBUTOR
    Posted 18 days ago
    Hi @Debra Parrett,

    If the batch workflow is turned on, then all batches must be submitted.

    However, you can make the approval steps conditional where approvals are only needed if the frequency is set to single use.  You'll need to adjust the workflow setup for what happens if the condition isn't met to avoid the batch being automatically rejected though.

    If you do that, you still have to hit the submit button, BUT the workflow automatically determines it isn't subject to the approvals which means it would automatically be "completed" and able to post.

    Does that make sense?  If needed, I can get more into the details of conditional steps, how workflows treat them, etc.

    Thanks,

    Samantha


    ------------------------------
    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role