I need a custom role to be able to change the appr...
# ask-stanley-ai
o
I need a custom role to be able to change the approval status (field id approvalstatus) for journal entries. I have already set the role permissions "Make journal entry" and "Journal Approval" to "Full". What else do I need to consider? There are no workflows active for journal entry
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AI generated answer (using internal Slack threads):
Based on the conversations, it seems that you have already set the necessary permissions for the role. However, there are a few more things you might need to consider: 1. Approval Routing: If you have approval routing enabled for Journal Entries, this could be affecting the ability to change the approval status. You might need to adjust the settings in your Accounting Preferences. 2. Workflow: Even though you mentioned there are no workflows active for Journal Entry, it's worth double-checking. Sometimes, workflows can interfere with the ability to change the approval status. If there is a workflow, you might need to adjust it or create a new one that allows for the approval status to be changed. 3. Form Settings: Check the form settings on import. Make sure the Approved checkbox is shown and that your workflow is not running against the CSV import. 4. Custom Fields: You might need to create a custom field for accounting approval. This could be a list type = employee or list type = role, depending on your company's structure and needs. Remember, it's always a good idea to test any changes in a sandbox environment before implementing them in your live account. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84937042
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837117493
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835758626
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