Enable Approval for Journal Entry before posting

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Vineetha Nair

• July 05, 2021 11:23

Hi Guys...

I would like to know how to enable approval process for Journal Entry before it gets posted to the system. The approver needs to be different from the creator of the JE. Any suggestions? Please advise.

Thanks,

Vineetha

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  Rebecca Ralls

  • July 06, 2021 06:22

  Hi Vineetha,

  Salesforce offers the ability to add an approval process to any object.  Any good admin can create one for you if you have one in-house.  If you want to learn yourself, here are some trailheads on it: https://trailhead.salesforce.com/en/search?keywords=approval+process

  And here is some documentation: https://help.salesforce.com/articleView?id=sf.what_are_approvals.htm&type=5

  If you'd like to reach out to a Partner to help set one up for you, I work with Coastal Cloud, and we would be happy to help. Rebecca.Ralls (at) coastalcloud.com

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