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Approval and posting are separate control stages. Exact status names and available actions vary by document type and organizational configuration.

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Status concepts

Saving does not necessarily approve or post a transaction. Always confirm the displayed status and resulting linked records.

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Submit a transaction

1

Complete the record

Enter required fields, references, lines, totals, currency, tax, and supporting documents.
2

Run a self-review

Compare the entry with its source document and verify the office, job, counterparty, date, and amount.
3

Submit or request approval

Use the configured action and confirm the record leaves Draft status.
4

Respond to feedback

If returned or rejected, read the approver’s reason, correct the record, and resubmit through the controlled path.
5

Verify posting

After approval, complete or confirm posting. Check the linked job, ledger, open balance, or downstream document.

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Approver checklist

  • Verify business purpose and authorization.
  • Confirm the source job or non-job classification.
  • Check counterparty, date, amount, currency, rate, tax, and allocation.
  • Review attachments and duplicate indicators.
  • Confirm budget or policy requirements where applicable.
  • Reject or return with a clear reason; do not ask users to bypass the workflow.

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Correct a posted transaction

Do not delete or directly rewrite posted history unless the approved procedure explicitly allows it. Use cancellation, reversal, credit/debit adjustment, or correcting journal actions appropriate to the document type, and retain the reason and supporting approval.
Last modified on August 13, 2026