Approving Journals

After you submit a journal, you can approve it for posting.

You can approve a journal from the Oracle Journals ribbon after you create and submit it, or you can approve it later by selecting it from the journals list.

You can approve journals one at a time or in batches. After you approve a journal, the status changes to Approved and the journal cannot be edited.

Before you begin this procedure, in the Smart View Panel, ensure that you are connected to an Oracle Hyperion Financial Management data source.

To approve journals:

In the Smart View Panel, right-click a Financial Management application, and then select Manage Journals.

The Manage Journals window is displayed.
Set the point of view as described in Selecting Dimension Members for Journal Detail.
Before proceeding, click Refresh, , to update the list of journals with those that correspond to the selected POV.

Refreshing the journals list helps you to avoid errors that may arise when the selected POV and the listed journals are not in sync.
Perform a task:
- To approve one or more unopened journals:
  1. In the Manage Journals window, press and hold the Ctrl key, and then select journals with the status, "Submitted.".
    
    Alternatively, select a single journal with the status, "Submitted."
  2. Click Approve, .
  3. When you're finished approving journals, in the Manage Journals window, click Close.
- To approve an opened journal:
  1. Open a journal, as described in Opening Journals.
  2. In the Oracle Journals ribbon, click .