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MB-310 · Question #433

The controller at a company has multiple employees who enter standard General ledger journals. The controller wants to review these journal entries before they are posted. Currently, journals…

The correct answer is A. a manual journal approval with the journal assigned to the user group that the employees are. Configuring a manual journal approval with the journal assigned to the controller's user group enforces a system-led review process. This setup ensures that journals entered by employees cannot be posted until they are reviewed and approved by the controller's group, meeting…

Set up and configure financial management

Question

The controller at a company has multiple employees who enter standard General ledger journals. The controller wants to review these journal entries before they are posted. Currently, journals entries are posted without review. You need to configure Dynamics 365 Finance to help set up a system led review process to meet the controller's needs. Which functionality should you configure?

Options

  • Aa manual journal approval with the journal assigned to the user group that the employees are
  • Bthe controller's security role so that he has approval privileges for General ledger journals
  • Can alert that is sent to the controller when a journal name is created
  • Da manual journal approval with the journal assigned to the controller's user group

How the community answered

(24 responses)
  • A
    75% (18)
  • B
    8% (2)
  • C
    13% (3)
  • D
    4% (1)

Explanation

Configuring a manual journal approval with the journal assigned to the controller's user group enforces a system-led review process. This setup ensures that journals entered by employees cannot be posted until they are reviewed and approved by the controller's group, meeting the requirement for pre-posting oversight.

Topics

#journal approval#general ledger journals#user group#workflow configuration

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