ajrey77
03/05/2025, 4:00 PMCeligo AI
03/05/2025, 4:00 PMAI generated answer (using internal Slack threads):To modify a role to allow a user to edit statistical journal entries, you need to adjust the permissions associated with that role. Here are the steps: 1. Navigate to the role setup page. This can be found under Setup > Users/Roles > Manage Roles. 2. Select the role you want to modify. 3. Go to the 'Permissions' tab. 4. Under 'Transactions', add or modify the 'Make Journal Entries' and 'Journal Approval' permissions. Set them to 'Full' to allow the user to edit journal entries. However, please note that even with these permissions set to 'Full', there might be other factors preventing a user from editing an approved journal entry. For example, there could be workflows or scripts running on the journal entry that lock the record unless the user is an admin. If this is the case, you might need to adjust these workflows or scripts to allow non-admin users to edit the journal entries. Also, keep in mind that allowing users to edit approved journal entries can potentially create issues. For example, a user could modify an approved journal entry without notifying the approver, which could lead to discrepancies in the financials. Therefore, it's recommended to implement controls to prevent such issues. For instance, you could create a workflow that requires approval from the approver to unlock an approved journal entry, and adds a non-removable user note to record the reasoning behind unlocking an approved posting. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/05/2025, 4:01 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
03/05/2025, 4:01 PM