bank account status is pending approval

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Posted on by HR-10050658-0

I have added new bank account where to pay invoices in D365. But I'm getting error as the bank account's status is waiting approval. Where can the bank account be approved?

Path is cash and bank management>bank accounts>bank accounts>Electronic Fund Transfer

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Administration and Setup

Electronic funds transfer.png

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Ramit Paul 18,309 Super User on at

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bank account status is pending approval

Hi,

From recent version, there has been an workflow for new bank account, however unless someone activates that, this wont work.

Please check this video- https://www.youtube.com/watch?v=VBk7XLl57aM&list=PL5QbcMFCp6wWdz56porYN6tWbOfDxX7KV&index=5
Anton Venter 5,805 Super User on at

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bank account status is pending approval

I'm doing some assumptions here, check if there is an active workflow on that specific bank account. You can then view the workflow history/status of that bank account to see what's going on and who has to approve it.
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HR-10050658-0 14 on at

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bank account status is pending approval

I'm getting two lines error / warning lines when trying to pay invoices selecting that specific account.

When I check the bank account status, that is waiting approval. How the bank account can be approved?
Judy Microsoft Employee on at

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bank account status is pending approval

Hi, can you specify what error did you get.

Move to Finance Forum.