For instances that have workflow approval enabled, journal entries will display on the Journal Entry Management Home Page in the following statuses:
In progress - a draft journal entry has been started and saved but not yet submitted for approval or posted.
Prepared - a journal entry has been submitted for approval, but not yet approved. Please note that an entry can be edited once it has been submitted for approval.
In Review - a reviewer has clicked into a “Prepared” journal entry and begun the review process. Changes cannot be made to a journal entry once it is in review.
Rejected - a reviewer has rejected the journal entry or the ERP has auto-rejected the entry. An example of an ERP auto-rejecting an entry would be posting to Accounts Receivable without selecting a valid customer in the Name field.
Approved - a reviewer has approved the journal entry and it has been posted to the ERP.
Quick Search Functionality
The Home Page displays the 25 most recently updated journal entries to quickly navigate day-to-day changes.
- Search by JE number or Memo as text to find exactly what you're looking for.
- Sort by column across specific fields.
- Filter journal entries by Status or Preparer to take action.
- Quick Filters: Try out "My Tasks" and "Ready for My Review" to quickly find your work.
Exporting Your Journal Entries
From the JEM Home Page > Search tab, you can export all journal entry information, making it easier than ever to share with your auditors and streamline your reporting processes.