Approval Suite Tutorials
Learn how to setup and use approval suite apps
Video Tutorials
Approving Vendor Bank Accounts
Understand the process of sending and managing vendor bank approval requests, how to review the approval statuses of all vendor bank accounts and restrictions imposed on the approved bank accounts.
Using vendor bank payment restrictions
Setup the app to enable the required restriction levels of unapproved vendor bank account usage on payment journals and payment file export.
Utilizing vendor bank change log
Learn how to switch on the standard change log in Dynamics 365 Business Central and how to review the changes made on the selected vendor bank account.
Download User Guides
Configure Approval Suite Apps
Tailor apps to the required level of process control and configure the workflow from template to enable approvals. Understand the permission sets required for users.
Manage Approval Process
Learn how to send approval requests, approve, delegate or reject them and navigate to approval records.
Utilizing Restrictions
Learn how to utilize various restrictions on unapproved records and journal limits.
Upload Initial Approval Statuses
When starting to use the app, accounts (vendor bank, vendor, customer, item) can be set to Released without going through the approval process, by using Configuration Packages. Check the user guide on uploading initial statuses and download required templates.