Pending Accounting Actions section on the Homepage links to the Accounting page.
This section gives you a quick review of the Virtual Card Rules that need approval, and Ledger entries that need to be reviewed and synced with the General Ledger.
1. Virtual Card sync rules pending review.
The number of Virtual Card Rules that need to be approved.
Click on Review to go to Accounting > Virtual Card Rules > Pending Review page.
Review the Virtual Card Rules and Approve or make changes using the Edit option.
2. Ledger Entries pending review.
The number of ledger entries that need to be reviewed.
Click on Review to go to Accounting > Ledger Entries > Pending Review page.
Here you can review, edit, and sync ledger entries to your GL.
Manage Accounting User Permission is needed to take action on Virtual Card Rules and ledger entries.