Year-End E-Doc Routing

•      Year-End documents route differently from their regular counterpart documents. Most notably they skip the fiscal officer level of routing and go directly to Org Review. The Year-End documents route as follows:

•      Organization review routing occurs for the organization that owns each account. See note below.

•      Sub-fund routing occurs based on the sub-fund of each account.

•      The document status becomes 'FINAL' when the required approvals are obtained and the transaction is posted to the G/L during the next G/L batch process.

More:

Initiating a Year-End Document