> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jadenet.id/llms.txt
> Use this file to discover all available pages before exploring further.

# Approvals and posting

> Understand draft, approval, posting, rejection, reversal, and audit responsibilities.

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

## Status concepts

| Stage                | Meaning                                                                          |
| -------------------- | -------------------------------------------------------------------------------- |
| Draft                | The record is saved but still being prepared                                     |
| Submitted            | The record is waiting for configured approval                                    |
| Approved             | An authorized reviewer has accepted the transaction                              |
| Rejected / returned  | The record requires correction or is not authorized                              |
| Posted               | The transaction has taken effect in the downstream process or accounting records |
| Cancelled / reversed | The original effect is formally undone while retaining history                   |
| Closed               | No further normal processing is expected                                         |

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

## Submit a transaction

<Steps>
  <Step title="Complete the record">Enter required fields, references, lines, totals, currency, tax, and supporting documents.</Step>
  <Step title="Run a self-review">Compare the entry with its source document and verify the office, job, counterparty, date, and amount.</Step>
  <Step title="Submit or request approval">Use the configured action and confirm the record leaves Draft status.</Step>
  <Step title="Respond to feedback">If returned or rejected, read the approver's reason, correct the record, and resubmit through the controlled path.</Step>
  <Step title="Verify posting">After approval, complete or confirm posting. Check the linked job, ledger, open balance, or downstream document.</Step>
</Steps>

## 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.

## 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.