General ledger workflows

Dynamics 365 Finance

The workflow in the general ledger is crucial for authorizing journal postings before final approval.
Approver group and workflow are two methods to set up journal approvers in Dynamics 365 Finance.
For an approver group, the configuration involves selecting the user group that will approve in the journal entries settings.
With an approver group, when approval is requested, the journal freezes and no notifications are sent to the approver.
The workflow method involves creating a new ledger daily journal workflow in the general ledger settings.
The workflow allows for components like approve daily journal, conditional decision, manual decision, parallel activity, and sub-workflow.
In the workflow process, the journal is submitted for approval from the header journal, and the system assigns the approval decision to the appropriate user.
Once approved, the journal is ready to be posted in Dynamics 365 Finance.

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