KB107: Finance-Workflows

KB107: Finance-Workflows

KB107: Finance-Workflows 768 433 Nilesh Mandani

Microsoft D365 Business Central offers approval workflows for General journal creation and postings.

The workflow is created, and conditions are setup as per the company’s policy. The conditions may be based on the user groups, debit or credit value or any other.

The workflow can be on setup for each line or for the journal as a whole. The approval can be for line or a batch order can be run on a predefined time which automatically approves the journals that have met a condition.

The workflow option helps in maintaining control over the postings of the general journal entries and creating approval groups to manage the access level.