does anyone know if it is possible to automaticall...
# general
d
does anyone know if it is possible to automatically approve reclassification journal entries? The criteria "isfromrevrec" doesn't appear to apply to reclass entries, only rev rec entries.....?
s
why not use a custom approval workflow?
d
I can't find a data point to isolate only the reclass JE's
meaning I need to manually approve "other" JEs but I don't want to manually approve the ~200 reclass entries created each month
s
how the reclass JE created? Manually or system generated?
n
perhaps create a search to extract those journals and then approve them via scheduled workflow?
s
for few clients I have added a custom list field with JE types then use the workflow to route to different people for approval, even multilevel approval based on amount threshold.
d
they are automatically generated. I will try the custom list field. Can you provide an example for the workflow @Sam-I-Am ?
from what I can see, there is no "JE Type" field
s
example below
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d
what list did you select when creating the custom field? I tried transaction type, but that did not seem to work
transaction form? transaction type?
@Sam-I-Am?
s
it is JE form
d
I dont see that as an option
message has been deleted
or did you make a custom list with the options from your screenshot?
@Sam-I-Am?
s
Yes custom record instead of list, which are easy to use in workflows and scripts