Description:

Currently, the “Approved by” field in the header of the printed general journal report is only populated when the approval checkbox is enabled in the journal name setup. This disables the use of workflow approval, which many customers rely on for compliance and operational control. As a result, journals approved via workflow do not reflect the approver in the printed report header, leading to confusion and audit challenges.

Problem Identified:

The workflow approval updates the approver field in the LedgerJournalTrans table, but not in the LedgerJournalTable header. The SSRS report (LedgerJournalDP) only queries the header, resulting in missing approver data even when the journal has been properly approved via workflow.

Proposed Improvement:

Update the SSRS report logic to fallback to the LedgerJournalTrans.Approver field when LedgerJournalTable.Approver is empty. Alternatively, enhance the workflow process to populate the header field upon successful approval.

Justification:

• Ensures consistency between approval processes and printed documentation
• Improves audit readiness and traceability
• Reduces support cases related to missing approval data

Expected Impact:

• Clearer printed reports for journals approved via workflow
• Better alignment between system behavior and customer expectations
• Enhanced support for compliance and internal controls