Authorize Opening Balance – A summary of the activity

This activity allows you to authorize the opening balance document, which is in “Fresh” status. You can modify the document before authorizing it. The document status gets updated to “Confirmed” upon authorization.

You can also cancel the opening balance document using this activity.

Getting familiar with the pages inside

What you can do in this activity

Modify opening balance document before authorization

Authorize or cancel opening balance documents

Modify opening balance document before authorization

You can modify all the details pertaining to the opening balance document, before authorizing it.

4Select the opening balance document to be modified, in the “Authorize Opening Balance Document” page.

4 Go to “Edit Opening Balance” page, to modify the details of the selected opening balance document.

Authorize or cancel opening balance documents

You can authorize or cancel opening balance documents that are in the “Fresh” status.

4Use the “Authorize Opening Balance Document” page, to search for opening balance documents to be authorized or cancelled.

4Click the appropriate pushbutton to authorize or cancel the opening balance documents.