Approving transactions

Grouping
Grouping your employee data can help to speed up the approval process.  No-one wants to review every single transaction generated.  Start by grouping by employee and then by transaction type.  Look at the totals reported for labour.  Does the total hours look correct for the employee?  If so, approve them from the grouped view. It’s quicker and leaves you more time to investigate just the exceptions.

Exclude
There may be times where the employee has generated a transaction in LYNQ but you don’t want to post this to Enterprise Resource Planning.  This may be where a user has completed the same activity in Enterprise Resource Planning and posting the transaction from LYNQ will duplicate the transaction.  In these cases just simply exclude the transaction.  Excluded transactions are not posted to Enterprise Resource Planning.

Approving transactions is easy to do and should be done regularly to ensure Enterprise Resource Planning maintains accurate analysis and financial data.  Throughout the approval and posting process you will see the transaction change it’s status.
 

Transactions that need to be approved can be reviewed from the submitted tab. 

To approve transactions

1. Click Transaction Review
2. Click on the Submitted Tab
3. Set the Date Filter
4. Filter records if required that must be approved.
5. Select all transactions to be approved (left of the Notes column)
6. Click Approve

Once approved the transactions will no longer be seen under the submitted tab but instead will appear under the approved tab.  The status of the transaction will change to pending posting.  The next time LYNQ api executes it’s integration schedule, the transaction will be posted to Enterprise Resource Planning.  You can however force the integration to Enterprise Resource Planning by clicking on the sync button.