Apply a journal approval procedure

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this procedure to apply a journal approval procedure to an hour journal. Journal approval procedures can be used to approve timesheet transactions that are entered by workers.

Applying a journal approval procedure involves attaching an approval procedure to a journal name, applying the journal approval procedure to a journal, and then approving the journal lines.

Note

Journal approval procedures are created in the Journal approval form. For more information, see Journal approval (form).

  1. Click Project management and accounting > Setup > Journals > Journal names.

  2. Create or select a journal name.

    Note

    Journal approval procedures apply only to hour journals. Ensure that Hour is selected in the Journal type field.

  3. In the Approve field, select an approval procedure.

  4. Click Project management and accounting > Journals > Hour.

  5. In the Journal form, create or select an hour journal line.

  6. On the General tab, in the Approve field, select a journal approval procedure.

  7. Click the Approval button to select an approval status.

Note

Journal lines can only be approved in a batch per journal. They cannot be approved line by line.

See also

About journal approval procedures

Create a journal approval procedure

Set up project journal names

Journal names (form)