Setting up Journal Entry Approval with

Winshuttle workflow

Divya Kaiwar| Winshuttle

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Need for a solution

• Compliance• Data Verification

• Audit ready system

• Automation • Eliminate Manual re-key of data

• Better error control

• Handling Peak periods

• Tracking• Visibility of activities

• Action on delays

• Streamlining business processes• Providing a seamless solution

• Consistent across departments / business units

• Single tool

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Journal Entry Process – An Example workflow

Sub Heading

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Winshuttle Solution Highlights

Data Collection

• Requester initiation of the process

• Data preparation by users/participants

Data Validation

• Getting the data right the first time

• Online vs Offline Validation

Data Movement

• Integration to SAP for look ups

• Upload/Creation of data in SAP

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End User Demonstration – Finance Controller View/Requester

Data Collection

• Filling up the

form

• Drop

Downs

• Look- Ups

from SAP

• Date

Pickers

etc.

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End User Demonstration – Requester/Preparer View

Data Validation

• Filling up the

form

• Online

validation

against

SAP

• Support

for Excel

Operation

s

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End User Demonstration – Approver View

Data Movement / Approvals

• Read-only

views of the

form

• Email

Approval

• History of

activities

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End User Demonstration –SAP Results

• Posting to SAP

• Automatic Posting capability

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Solution Demonstration

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Building Blocks

Building a New Solution

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Web Form & Workflow Design with SAP IntegrationWinshuttle FOUNDATION

Create the Form

Record the Scripts

Publish to SharePointStart the Process

Create the Workflow Process

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Other Design Options

• STUDIO with User Governance• Excel with One-Step Approval Workflow

• Winshuttle for Journal Entry with One-Step

• Winshuttle FOUNDATION• Excel with Customised Workflow

• Winshuttle for Journal Entry with automated workflow

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Questions?

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Thank You