General Journal Approval by Batch Name – Is This Possible?

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Posted on by SammyG

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Hi everyone,

Is it possible to configure General Journal approvals in Business Central so that approval routing is determined by the journal batch?

For example:

A batch created by user AA (batch name = AA) should require approval from E, C, or J.
A batch with the name J should require approval from E, C, or N.
A batch named K should require approval from E, C, or D.
And so on.

Essentially, I’m trying to set up approval workflows where the approver options depend on the batch name rather than the user or the journal line.

Has anyone implemented something like this, or know whether it’s supported out of the box?

Thanks

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Dynamics 365 Business Central

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Dhiren Nagar 2,675 Super User 2026 Season 1 on at

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Hi,

This is possible.

You need to create workflow for General Journal Batch approval workflow. You can find this tenplate in workflow list page.

Now while setting up workflow you have option of applying filter, there is a middle tab called condition. In conditions in the first line will be for General Journal Batch, there you can apply filter of Batch Name as the name you want to keep.

In the approver setup, this is in responses section, when an approval is requested, there you can select Workflow user group for multiple approver setup. If you do not have any workflow user groups, you need to create it as per your requirement. Workflow user group allows you to send approval request to multiple users. You can also define multiple workflow user group for different workflows.

Now create another workflow and apply filter of another batch name and so on.

These multiple workflows will work simultaneously based on filter of name.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-create-workflows

Regards,

Dhiren

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OussamaSabbouh 10,974 Super User 2026 Season 1 on at

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Hello ,

This isn’t possible with standard Business Central workflows: General Journal approvals can’t be routed based on the journal batch name, only on user setup, approval groups, and amounts. The workflow engine doesn’t evaluate Gen. Journal Batch as a condition, so you can’t define different approvers per batch out of the box. Typical workarounds are either customization (extend approval logic to check template + batch) or a process change, such as using different journal templates per approval scenario (templates can be distinguished in workflows). If batch-based approval routing is a hard requirement, custom development is required.

Regards,

Oussama Sabbouh

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Mansi Soni 8,949 Super User 2026 Season 1 on at

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Hello,

As per my knowledge, in the standard General Journal Approval Workflow in Business Central, the available Event Conditions include Template Type and Journal Template Name. However, there is no condition available for Journal Batch Name. Because of this limitation, approval routing cannot be configured batch-wise within the same journal template using standard functionality. If approval logic needs to differ based on the journal batch, it would require customization, such as extending workflow conditions or introducing a custom control mechanism.

Regards,
Mansi Soni

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YUN ZHU 98,014 Super User 2026 Season 1 on at

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Hi, BC allows the creation of multiple workflows for a single document. You can try distinguishing them by name.

Hope this helps.

Thanks.

ZHU

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Rob F. 507 on at

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Hi,

If you are open to trying Power Automate this is definitely possible (we currently follow a similar approval process).

Use the built-in BC trigger for journal batch approval, then use the get record action for the journal batch. Use the batch name from that step in conditional branching to create different approval routings based on the batch names.

With the built-in approval connector, you can set approvals to be single approver or multiple approvers (simultaneously or in sequence) and track the active requests through Teams (Approvals app) and the underlying Dataverse table. There are a few bugs with this approach (e.g., cancelling active requests sometimes fails to re-open the batch) but overall, it works very well.

Regards,

Rob

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