Difference between revisions of "Approve Journal Documents"
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=='''Overview of FW13'''== | =='''Overview of FW13'''== | ||
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| + | If your organization is set up to require that journal documents be approved before they are processed, you will approve those documents here. | ||
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| + | * From the DDI Connect main menu, double-click FundWriter | ||
| + | * Double-click Approve Journal Documents. You will see this screen: | ||
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| + | [[File:Approve Journal Documents 1.png]] | ||
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| + | You can opt to view unapproved batches or all batches. | ||
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| + | To view a batch, you can double-click it or click it once and click the Open button on the screen. The batch will open for review/approval: | ||
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| + | [[File:Approve Journal Documents 2.png]] | ||
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| + | If you wish to view a specific document, double-click it or click it once to highlight and then click View. This will launch the [[General Journal Entry]] screen in View mode for this document. When you have finished viewing the document, click Exit to return to the approval screen. | ||
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| + | You can click Approve to approve the selected document, or Appr. All to approve all. You will see this message: | ||
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| + | [[File:Approve Journal Documents 3.png]] | ||
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| + | If you wish to proceed, click Yes. The documents will now be approved. | ||
[[Category:FundWriter]] | [[Category:FundWriter]] | ||
Latest revision as of 13:19, 22 October 2012
Overview of FW13
If your organization is set up to require that journal documents be approved before they are processed, you will approve those documents here.
- From the DDI Connect main menu, double-click FundWriter
- Double-click Approve Journal Documents. You will see this screen:
You can opt to view unapproved batches or all batches.
To view a batch, you can double-click it or click it once and click the Open button on the screen. The batch will open for review/approval:
If you wish to view a specific document, double-click it or click it once to highlight and then click View. This will launch the General Journal Entry screen in View mode for this document. When you have finished viewing the document, click Exit to return to the approval screen.
You can click Approve to approve the selected document, or Appr. All to approve all. You will see this message:
If you wish to proceed, click Yes. The documents will now be approved.
