Page tree
Skip to end of metadata
Go to start of metadata

Step by Step Guide:

A. Navigate to the transaction you'd like to submit for review

  1. Open the list of transactions which are pending review

    On the top right of the screen, click on the tray icon. Now select 'Draft'.

  2. Open the transaction you wish to submit for review

  3. Hit 'Submit For Review' 

B. Review and approve the selected transaction.

  1. Under ‘Pending Review’ the approver can 'view 'the transaction.

  2. 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'.