Multi-Level Approval

Multi-level approval in 365 business Banking extends the Business Central approval workflows with several approval levels and approvers.

Business Value

The Microsoft Dynamics 365 Business Central standard application supports approval workflows for various business processes. Among other things, approval can be set up for general journal batches and general journal lines. With multi-level approval, you can extend these approval workflows to include multiple levels of approvers. This allows companies to model approval processes that larger organizations require so that all responsible persons are involved. Multi-level approval workflows improve control and transparency of financial processes.

Feature Description

With multi-level approval in 365 business Banking, companies implement approval processes in Microsoft Dynamics 365 Business Central based on workflows. The Required Approvers field on the workflow card defines how many people must approve in the first approval level before the approval counts as granted. With a value of 2 or more, you set up a four-eyes principle. For amount-based conditions, the journal batch provides the Total Amount (LCY), Line Amount (LCY) Filter and Line Amount Exceeded fields. As long as an approval is pending, the lines of a payment journal can neither be posted nor transmitted to the bank with Carry Out Payment.

For more information on multi-level approval, see the article Approve payments.