Entity Level Settings

Users are able to assign settings at the entity level in the following areas:

Journal Entry Settings > Fields & Options

Users can manage the entity options for an ERP by choosing to disable certain entities, which will have the following effects:

• Users can only select an enabled entity when creating or importing a journal entry.
• Users can only select an enabled entity when making updates to the workflow controls or approval rules settings

Journal Entry Settings > Workflow Controls

In Workflow Controls, a user can select an entity from the dropdown list and update any settings for that specific entity. The changes may also be applied across multiple entities all at once.

Journal Entry Settings > Approval Rules

Users also have the ability to assign specific reviewers to each entity. 

The user assigned as a Reviewer to a particular entity and journal entry is the only one able to see and utilize the review actions.

Example of an assigned reviewer:

Example of a user who is not an assigned reviewer:

Journal Entry Actions are limited based on the workflow controls and approval rules:

• Review
  • Journal Entry is prepared
  • The reviewer is not the creator of the journal entry
  • Approval Workflow is enabled
  • The reviewer is an assigned reviewer
• Approve
  • Journal entry is in review
  • The reviewer is not the creator of the journal entry
  • The reviewer is an assigned reviewer
  • The reviewer is the one who moved the journal entry from prepared to in-review
• Edit
  • The user is the creator of the journal entry
  • The state of the journal entry is in progress, prepared, or rejected
  • The approval workflow is enabled
• Sync
  • The Journal entry has been posted
  • The reviewer is the creator of the journal entry, the approval workflow is enabled and the user is an assigned reviewer
  • OR the reviewer is the creator of the journal entry and the approval workflow is disabled