RE: Shut off capability of having a CSV automatically approve JE.
Hi all, how can I Shut off capability of having a CSV upload which updates an existing entry and the JE is automatically approved in the system.
Thank you in advance.
Rookie Asked on May 5, 2022 in How To's.
You must turn on the approval routing for JE in accounting preference then add an approval workflow to facilitate the approval process. You also need to add a lock record action in last state of the workflow so no one can edit an approved JE. AS per COSO/SOX control approved JE should or could not be edited.