NetAsset - Approve Monthly Asset Journals

Use Case: Within the NetAsset Setup System Settings, users can select a Default Transaction Status, either to Approved or Pending Approval. When set to Pending Approval, asset transactions will need to be manually approved or approved in bulk.

Prerequisites: Monthly Asset Journals have been run.

STEP BY STEP PROCESS

  • Open to the Approve Asset Journals Page by navigating to NetAsset > Process Monthly Journals > Approve Monthly Asset Journals
  • Enter any desired filters and click Filter Results if you would only like a subset of transactions to be approved. Once youโ€™re happy with the transactions displaying in the sublist, select transactions individually or click the Mark All button then click the Submit button to initiate the approval process.

  • You will be redirected to a status page where you can refresh periodically to see the newly approved journals
  • Once the status is Complete you can click the Export button to save the processed results as a .csv file

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