Preparer and approver must be different people
Who is involved
| Role | What they do |
|---|---|
| Accountant | Prepares the entry. |
| Finance controller | Approves or posts it. |
Step by step
- Tenant admin
Switches on separation of duties in Finance settings.
What they see:The setting is saved.
- Accountant
Creates and submits a journal entry.
What they see:The entry waits for approval.
- Accountant
Tries to post the same entry.
What they see:A refusal says the person who created it cannot approve it.
- Finance controller
Opens the entry and posts it.
What they see:The entry is posted.
- Auditor
Reads the history of the entry.
What they see:Two different names appear, creator and approver.
Who is told what
No alert is sent for the refusal; the person sees it on screen.