Post Others' Journal Entries But Not Their Own (Security restriction)

We have situations where senior finance staff and managers need the ability to create journal entries and have others post them. This same senior staff also need the ability to post journal entries not created by them. Currently there is no way to do this. In FE and FE NXT the only way you can restrict someone from posting their own journal entries is to remove the ability to post any journal entries.

  • Guest
  • Aug 25 2020
  • Already exists
General ledger
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  • Guest commented
    August 26, 2020 16:25

    Just one more thing. This Knowledgebase article should probably be updated to reflect the information you shared below. https://kb.blackbaud.com/articles/Article/53524

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  • Guest commented
    August 26, 2020 16:15

    Hi Eddie,

    Thank you for providing this clarification. We appreciate it. We didn’t think to combine the posting ability with the approval process, very clever.

    Best,

    Marc

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  • Admin
    Eddie Barker commented
    August 26, 2020 14:39

    This functionality already exists in Financial Edge NXT, it just needs to be configured in security (in database view)

    In General Ledger>Administration>Setup system security, on the group these users belong to, go to the group>General Ledger>Journal Entry>Options>Regular and you will see two check boxes: Approve a batch, and Allow self-approval of a batch.

    With this, you can prevent users from approving their own batches (created by them).

    The idea is that you use approvals as the gateway; once a batch is approved, anyone with rights can post, but users who can't approve their own batches have had their batches reviewed and approved to be posted.

    This, in conjunction with the business rule to require approval before a batch is posted, should solve this need. Thanks!

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