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d365: Can we use the same bank details for multiple vendor setups without approval each time?

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Posted on by WJ-31010037-0

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d365: Can we use the same bank details for multiple vendor setups without approval each time?

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Dynamics 365 Supply Chain Management

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Siv Sagar 5,282 Super User 2025 Season 2 on at

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Hi,

This is possible but not recommended

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WJ-31010037-0 22 on at

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Could you please show me the setup? Our D365 now has an approval workflow established for the vendor bank account (VBA). We need to obtain approval every time we set up new vendor bank accounts, even if the bank details are the same. For example, we have the bank details for AH Reality - Address A, but when we set up AH - Address B, the new VBA still goes through the approval workflow, despite having the same bank details.

I would like to know if it is possible to set up a bank account (e.g., VBA-XXXX) that we can use for multiple vendor accounts after it has been initially approved in D365.

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BillurSamdancioglu 19,856 Most Valuable Professional on at

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HOw come the dıfferent vendors have the same bank accounts?

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sagar_patil 918 Super User 2025 Season 2 on at

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If you don't need an approval then you may disable it from accounts payable parameters as below:

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Guy Terry 28,941 Moderator on at

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No, if you're using Bank account approval, I don't think it would be possible to configure this.

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WJ-31010037-0 22 on at

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@BillurSamdancioglu We have separate accounts set up for different rental property addresses. The vendors in this group have the same ABN and bank details but different onsite rental addresses.

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WJ-31010037-0 22 on at

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@sagar_patil, Thank you for your reply. Unfortunately, we cannot disable the approval request. I was wondering if D365 is capable of identifying whether a BSB and account number have already been approved, so we don't have to approve the same bank details multiple times.

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WJ-31010037-0 22 on at

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@Guy Terry, Thank you for your response. Unfortunately, we are unable to disable the approval workflow. I would like to know if D365 has the capability to recognize whether a BSB and account number have already been approved, so that it does not trigger another approval request for bank details that have previously been approved.

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