Tips:

Approval Process: Actuals Journals

For users with the Approver role

IMPORTANT NOTES

Step 1: Retrieve Actuals journal

  1. Navigate to Approval Inbox on the NUPortal
  2. Click the number next to Actuals Journal.
  3. Click a Journal ID number.

Step 2: Review line item(s) for accuracy

You are viewing the entire journal. All transaction lines are gray. You may see lines that use chart strings that you do not recognize. These chart strings may belong to another approver. By clicking Approve, you are approving all the lines that use chart strings for which you are an approver.

Verify the following items:

Step 3: Approve, Send Back, or Hold

Based on your evaluation of the journal, click: Approve, Send Back, or Hold.

Approve

Approve if all line items are correct, appropriate, and consistent with NU policies.

What happens next?

Click Return to Inbox to return to your workflow inbox.

Send Back

Send the journal back or place it on hold if you cannot approve it.

What happens next?

Submitter receives e-mail including approver comments that explain why the journal was sent back.

Hold

Hold the journal if you need to do further research before you make a decision. When placed on hold, workflow is suspended until you take further action. You are responsible for the timely management of journals that you place on hold. Actuals journals left on hold at month-end close will be deleted by Accounting Services.

What happens next?