Customer Bank Approval Workflow

Adds Customer Bank Account Approval to Microsoft Dynamics 365 Business Central

Only users requiring access to send approval request and approve customer bank details will need a license

General

The Customer Bank Account Workflow app enhances Business Central with essential approval controls, allowing you to set up and manage approvals for Customer Bank Account modifications.

This solution helps you: - Reduce manual efforts and errors - Increase efficiency and accuracy - Provide a clear and secure audit trail for all approvals - Ensure proper validation before any bank information changes - Secure sensitive banking data

By automating the approval process, you can ensure that your company's financial information is accurate and secure, while also improving the overall customer experience.

Supported Editions

This app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central

Supported Countries

All countries where Microsoft Dynamics 365 Business Central is available

Supported Languages

This app is available in

- English (United States)

- English (Canada)

- French (France)

- French (Canada)