Transaction page · Accounts payable
Invoice approval
The invoice approval journal, used to approve invoices that were previously posted in the invoice register.
- Used by
- Accounts payable clerk, Accounts payable manager, Auditor and 8 more roles
- Business process
- —
- Menu item
LedgerJournalTable4- Main table
LedgerJournalTable- Data entity
ExpenseJournalHeaderEntity- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | The invoice approval journal, used to approve invoices that were previously posted in the invoice register. |
|---|---|
| What you do here | Used to find the vouchers that are ready for approval, add the expense account, and post them so that the expense accounts are updated. |
| Example | After an invoice is posted in the invoice register, select it with Find vouchers, enter the expense account, and post; the Invoice pending approval account is reversed and replaced with the actual expense account. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Accounts payable › Invoices › Invoice approval |
| Set up first | Invoice register Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Invoice journal Microsoft Learn ↗Invoice pool Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Accounts payable > Invoices > Invoice approval.
- Select New and choose the invoice approval journal name.
- Select Lines.
- Select Find Vouchers to list the invoices ready for approval.
- Mark the invoices to approve, select Select, then select OK.
- In the Account number field, enter the expense account.
- Select Post.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Account number | The expense account that replaces the pending approval account.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | Posting the approval journal reverses the pending approval account and posts the real expense account. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | LedgerJournalTable4 Checked in Dynamics 365 |
|---|---|
| Form | LedgerJournalTable Checked in Dynamics 365 |
| Table | LedgerJournalTableShown as “Ledger journal table” in Record infoKey field: JournalNumChecked in Dynamics 365 |
| Data entities | ExpenseJournalHeaderEntityProject expense journal header Microsoft data model ↗VendInvoiceJournalHeaderEntityVendor invoice journal header Microsoft data model ↗VendInvoiceRegisterHeaderEntityVendor invoice register header Microsoft data model ↗VendorPaymentJournalHeaderEntityVendor payment journal header Microsoft data model ↗CustInvoiceJournalHeaderEntityCustomer invoice journal header Microsoft data model ↗CustomerPaymentJournalHeaderEntityCustomer payment journal header Microsoft data model ↗BankJournalHeaderEntityBank journal header Microsoft data model ↗AssetJournalEntityFixed asset journal Microsoft data model ↗AssetJournalHeaderEntityFixed asset journal table Microsoft data model ↗AssetJournalV2EntityFixed asset journal V2 entity Microsoft data model ↗LedgerJournalEntityGeneral journal Microsoft data model ↗LedgerJournalHeaderEntityLedger journal table Microsoft data model ↗LedgerReportingCurrencyAdjustmentJournalHeaderEntityReporting currency adjustment journal header Microsoft data model ↗SlipJournalEntitySlip journal Microsoft data model ↗RAssetJournalHeaderEntityFixed asset journal header (Russia) Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain invoice approval journal transactions LedgerJournalTable4MaintainView invoice approval journal transactions LedgerJournalTable4ViewDutiesReview invoice and payment process performance VendInvoiceInvoicePaymentProcPerfReviewApprove vendor invoices VendInvoiceVendorInvoiceApproveInquire into vendor invoice status VendInvoiceVendorInvoiceStatusInquire11 security rolesAuditorAuditPolicyManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable centralized payments clerk PaymAccountsPayableCentralPaymClerkAccounts payable payments clerk PaymAccountsPayablePaymentsClerkAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Options: Personalize, Page options, Edit, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerJournalTable4 |
|---|---|
| Integrate with | ExpenseJournalHeaderEntity data entity Microsoft data model ↗ |
| Table definition | LedgerJournalTable columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/accounts-payable/tasks/key-invoice-data-into-ap-system-approval-journal
- learn.microsoft.com/dynamics365/finance/accounts-payable/tasks/key-invoice-data-into-ap-system-approval-journal
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/accountingfoundation/worksheetheader/ledgerjournaltable
- learn.microsoft.com/dynamics365/finance/accounts-payable/vendor-invoices-overview
- learn.microsoft.com/dynamics365/finance/accounts-payable/default-offset-accounts-vendor-invoice-journals
- learn.microsoft.com/training/modules/purchase-order-invoices-finance/invoice-types
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.