Accounting › Financial Controls
Journal Approval Rules
When a manual journal needs a second signature. Any one trigger is enough — the threshold, a reversal, a backdated entry — because each is a real audit test on its own.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Financial Controls
- Screen: Journal Approval Rules
Address in the console: /accounting/journal-approval-rules
List · 10 columns · 18 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Priority | Number | priority |
| Rule | Code | code |
| Name | Text | name |
| Threshold | Amount | amount_threshold |
| Manual only | Yes or no | applies_to_manual_only |
| Reversals | Yes or no | applies_to_reversals |
| Backdated | Yes or no | applies_to_backdated |
| Approver role | Code | approver_role |
| Signatures | Number | approvals_required |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Priority | Number | ||
| Journal type | Text | ||
| Source module | Text | ||
| Ledger | Choice | Looked up from existing records | |
| Account pattern | Text | ||
| Amount threshold | Number | ||
| Manual journals only | Yes or no | ||
| Reversals | Yes or no | Who authorised the reversal and on what basis is the question an auditor asks first. | |
| Backdated entries | Yes or no | ||
| Period-end entries | Yes or no | ||
| Backdated by more than (days) | Number | ||
| Approver role | Text | ||
| Named approver | Choice | Looked up from existing records | |
| Signatures required | Number | ||
| Active | Yes or no | ||
| Description | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.