Where did my Worklist go?

There are now two different methods for approving transactions. A video describing these methods may be found at this link: Berkeley Financial System - Approving Transactions.

METHOD 1

Click on the ‘Approvals’ tile from the “BFS Home” homepage. The ‘Approvals’ tile has basic filter functionality (transaction type, date, requestor, from).

On the BFS Home page, you will find many tile buttons. In the top left there is the “Approvals” button.

This will take you to your Pending Approvals and Journal Entries.


METHOD 2

Click on the ‘General Ledger’ tile from the “BFS Home” homepage. The ‘GL Approvals WorkCenter’ will only show journal entries. Use the ‘GL Approvals WorkCenter if you need to filter journals by Org Node or if you prefer to review the journal in the journal entry page format.

On the BFS home page, the button second from the top left is “General Ledger.”

On the left menu in General Ledger, the bottom option is UC GL WorkCenter.

In UC GL WorkCenter, you will find “Journals Pending My Approval” in the left menu. Then in the top right you will find “Refine Filter Criteria.”

In the Refine Search Criteria options, from the list of options, enter Journal ID and Org Node.