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Approving Invoices compared to NAV

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Posted on by OffColour1972

Hi,

Completely new to 365 so I might be missing something really obvious.

In NAV, a user could click Approvals from the left hand NAV, get a list of all invoices they need to approve, click the ellipsis and Approve, Reject, Delegate, etc.

For the life of me I can't find the equivalent in Dynamics 365 Business Central. The only way I've been able to approve anything is by going to the actual invoice and doing it from there.

I've managed to see a list of things to be approved from the "Approval Entries" screen, but can't actually approve from there.

Frankly our partner is absolute garbage so trying to fix what we can ourselves until we move.

Thanks

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Vaishnavi J 3,062 on at

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Hi,

Globally search Request to Approve you would be able to see the list of request and from there you can accept, reject and delegate.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

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Vaishnavi J 3,062 on at

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Hi,

If you are project manager as example then even you can see this page in dashboard.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

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OffColour1972 5 on at

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Thank you!

Now need to work out how to get that in the menu you so it's available from a single click for everyone

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OffColour1972 5 on at

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Not there in the dashboard for our users, but thanks.

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Vaishnavi J 3,062 on at

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Hi,

Either you ask users to bookmark the page so that is where you don't need to go for customization.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

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