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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Approving Invoices com...
Small and medium business | Business Central, N...
Suggested Answer

Approving Invoices compared to NAV

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Posted on by OffColour1972 5

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

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,096 on at

    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.

    pastedimage1656606803045v1.png

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

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,096 on at

    Hi,

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

    pastedimage1656606957960v1.png

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

  • Suggested answer
    OffColour1972 Profile Picture
    OffColour1972 5 on at

    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

  • OffColour1972 Profile Picture
    OffColour1972 5 on at

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

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,096 on at

    Hi,

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

    pastedimage1656608289480v4.png

    pastedimage1656608259765v3.png

    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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