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Portlet · Financials

Journals pending approval portlet

Journal entries waiting for approval, oldest first, on a controller's NetSuite dashboard.

  • portlet
  • approvals
  • month end
Sample preview, fictional dataYour own figures appear after import.

01

About this portlet

Shows Journal entries pending approval on a NetSuite home dashboard as a table of ten rows per page, with the journal, date, posting period, creator, memo, days waiting and total debits. None of the listed entries has posted yet.

After import, give the report an audience. Then, on a NetSuite dashboard, choose Personalize and add a Custom Portlet. On the new portlet, choose Set Up and pick Advanced Report - Journal entries pending approval. The portlet shows only to people who can open the report.

02

What it carries

The portlet reads 1 report. They travel in the same file, so the import creates them first.

03

Sample preview

Fictional figures in the shape you will see. Yours come from your account.

JournalDatePosting periodCreated byMemoDays waitingCurrencyTotal debits
JE014222026-08-31Aug 2026Priya NatarajanAugust accruals18US Dollar48,210.50
JE014312026-09-15Sep 2026Tom OkaforReclass hosting to COGS7US Dollar12,800
JE014332026-09-20Sep 2026Priya NatarajanPrepaid insurance amortization3US Dollar2,150

04

The SuiteQL

This is the query each report runs. Read it, copy it, or change it after import.

Journal entries pending approval
SELECT t.id AS journal__id,
       t.tranid AS journal,
       TO_CHAR(t.trandate, 'YYYY-MM-DD') AS tran_date,
       BUILTIN.DF(t.postingperiod) AS posting_period,
       BUILTIN.DF(t.createdby) AS created_by,
       t.memo AS memo,
       TRUNC(SYSDATE) - TRUNC(t.createddate) AS days_waiting,
       BUILTIN.DF(t.currency) AS currency,
       d.total_debits
  FROM transaction t
  JOIN (SELECT tl.transaction, SUM(NVL(tl.debitforeignamount, 0)) AS total_debits
          FROM transactionline tl
          JOIN transaction j ON j.id = tl.transaction
         WHERE j.type = 'Journal'
           AND j.status IN ('Journal:A', 'A')
         GROUP BY tl.transaction) d ON d.transaction = t.id
 ORDER BY t.createddate

PortletFinancials

Journals pending approval portlet

Screenshot of the Journals pending approval portlet portlet in HiScale Advanced Reports, filled with fictional sample data
Sample preview, fictional dataOpen image full size (opens in a new tab)