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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Cash and Bank Manageme...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Cash and Bank Management > Check approval process

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Posted on by SV-18061727-0 684
Hello Experts,
For one of our projects, we want to issue ‘Refund checks’ to customers (Request for a Refund comes from our Back office application, we will process the refund in D365).

Once the refund check is ready, we would like to set up a Workflow Approval process for a designated person to approve and e-sign these refund checks.   I have already configured the checks.
  1. Do I need to use Cash and Bank Management > Cash and bank management workflows for the refund check Approval process?, if yes
  2. Is there any documentation that will help me setup this Workflow approval process?
 
Thank you
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Suggested answer
    Adis Profile Picture
    Adis 6,597 Super User 2026 Season 1 on at
    Hello,
     
    I recently had to learn how workflows work. Its not rocket science, but you need few hours of education and trying.
     
    I would suggest the following video that explains a lot, its related to Purchase order, but the knowledge is useful for all workflows.
    EPISODE 12 | How to Create Purchase Order Workflow in Microsoft Dynamics 365 Finance and Operations
     
    Some additional resources that round up the knowledge:
    How to setup email notifications on workflows in D365 F&O


    In your case, I think its a journal. For journals you have to set it up here:
     
     
     
    Regarding the cash and bank manag. workflows, you find them here:
     
     
     
     
    Kind regards, Adis
     

    If this helped, please mark it as "Verified" for others facing the same issue

  • SV-18061727-0 Profile Picture
    SV-18061727-0 684 on at
    Thank you for your response. I will review this and update here

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