Workflow for journals reversed in Journal Reversal

Owned by Knowledge Assistant
Mar 26, 2024
1 min read
Description of Issue

Is there workflow for GRV journals reversed in Journal Reversal?

Context
  • Journal Reversals
  • Workflow Business Rules
  • Approvals
Cause

Site would like GRV to be handled by workflow for approvals

Resolution

There is no workflow option for the Journal Reversal program.   If needed, the General Ledger permission to perform reversals can be adjusted for users:

  1. Browse to System Administration > Security > User Attributes
  2. Click Search
  3. Enter User Id
  4. Accept
  5. Select a role that grants General Ledger permission
  6. Edit Role
  7. General Ledger folder
  8. Update
  9. Deselect Perform Journal Reversals option 
  10. Accept

Please Note: Updating a Role impacts all users assigned to the Role

Additional Information

If users manually reverse a journal by entering a new journal with debits and credits swapped, that could hit workflow. 

Site could decide to submit an Enhancement Suggestions and Requests