Authors cannot approve their own accounting entries
What moves
A company-level switch in security settings makes Accounting refuse to let the creator of an entry, bill, expense claim or payment batch also post or approve it.
Before you start
- Accounting in your plan
- Segregation of duties switched on in Finance settings
- At least two people holding posting or approval permissions
Step by step
- Tenant adminSecurity, Access & Compliance
Switches on the separation-of-duties control in Finance settings.
You see:The setting is saved for the company and takes effect on the next request.
- AccountantAccounting & E-Invoicing
Creates a journal entry or supplier bill and submits it.
You see:The entry exists with the accountant recorded as its creator.
- AccountantAccounting & E-Invoicing
Tries to post or approve the same entry.
You see:Accounting refuses and says the person who created it cannot approve it.
- Finance controllerAccounting & E-Invoicing
Opens the entry and posts or approves it.
You see:The entry is posted, and the history shows two different people.
Related
- Accounting & E-Invoicing
- Security, Access & Compliance
- Credit is checked before an order is confirmed
- Credit limits are checked when a quote is sent
- CRM quotes are credit-checked and deals see payment
- A supplier's e-invoice becomes a bill that is approved
- A vendor bill is approved before it is paid
- Connections between modules