When a user has permission to approve journal entries, the Reminders portlet on their Dashboard automatically displays a notification when journal entries are awaiting their approval. This portlet includes a direct link labeled Journals to Approve, which navigates the user to the Approve Journals page within their journal approval workflow.
The portlet also shows a count of journal entries where the user is designated as the Next Approver and the approval status is not yet marked as approved.
Take note that in some cases, the Reminders portlet may display a count of zero journal entries to approve, even when there are entries pending approval. This can occur if the journal approval workflow does not limit who is authorized to approve entries.
To ensure that the number shown in the Reminders portlet accurately reflects journal entries ready for approval, the following conditions must be met:
- The user must be explicitly defined as the Next Approver in the approval workflow
- The journal approval workflow should be configured to allow only the Next Approver to approve the entry
Proper configuration ensures that approval tasks are clearly assigned and accurately tracked within the Dashboard.
Hope this helped!
