Step by Step Guide:
A. Navigate to the transaction you'd like to submit for review
- Open the list of transactions which are pending review
On the top right of the screen, click on the tray icon. Now select 'Draft'.
- Open the transaction you wish to submit for review
- Hit 'Submit For Review'
B. Review and approve the selected transaction.
Under ‘Pending Review’ the approver can 'view 'the transaction.
- Review the generated journal entries for the transactions. Press 'Approve' if you're satisfied with the allocated numbers. Alternatively, you can 'Send back to draft' to make any changes.
Next Steps: Once approved, you can see these transactions under 'Transacted'.