Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Approval of multiple AP invoices in Transactions - General tab

(0) ShareShare
ReportReport
Posted on by 5

We need to approve several Register invoices at once. How do we do that? We cannot use Invoice approval journal as that is a later step for a different user. We have to do 4 clicks for each invoice in the system?! Those steps are: find the invoice in the Invoice journal - click Transactions - click General tab - click Edit - click Approved. That is terribly long process. Is there an easier way please? Is there a journal similar to Invoice approval journal to do it?

pastedimage1676985361209v1.png

  • Renyty Profile Picture
    Renyty 5 on at
    RE: Approval of multiple AP invoices in Transactions - General tab

    Hello André,
    thank you for responding!

    We have external accounting company so we do some part in D365 and the external accounting company finishes the posting.

    The steps are like this:
    1. After an invoice is created in Register invoice, approval is required to release the invoice for further processing - via Transactions - General tab. (our company)
    2. Then we generate bank payment order via Vendor payment journal. (our company)
    3. And then the external accounting company posts invoices in the Invoice approval journal and charges the invoices to the relevant general ledger and VAT accounts.

    If we skip step 1. then we cannot pay the invoice, which is step 2., because the invoice would not be in the payment proposal list.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,031 Super User 2025 Season 1 on at
    RE: Approval of multiple AP invoices in Transactions - General tab

    Hi Renyty,

    Why do you need to change this field on the vendor transactions? That is not indicating if someone agrees with the invoice or not. It is an indication that is has been posted by an approval journal and that the vendor transaction is ready to be part of a payment journal.

    If you need an approval to indicate that the invoices are correct, you can setup workflows on journals.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,031 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,868 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans