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bank account status is pending approval

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Posted on by HR-10050658-0

I have added new bank account where to pay invoices in D365. But I'm getting error as the bank account's status is waiting approval. Where can the bank account be approved?

Path is cash and bank management>bank accounts>bank accounts>Electronic Fund Transfer

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Judy Microsoft Employee on at

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Hi, can you specify what error did you get.

Move to Finance Forum.

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HR-10050658-0 43 on at

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I'm getting two lines error / warning lines when trying to pay invoices selecting that specific account.

When I check the bank account status, that is waiting approval. How the bank account can be approved?

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Anton Venter 20,346 Super User 2025 Season 2 on at

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I'm doing some assumptions here, check if there is an active workflow on that specific bank account. You can then view the workflow history/status of that bank account to see what's going on and who has to approve it.

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Ramit Paul 22,799 Most Valuable Professional on at

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Hi,

From recent version, there has been an workflow for new bank account, however unless someone activates that, this wont work.

Please check this video- https://www.youtube.com/watch?v=VBk7XLl57aM&list=PL5QbcMFCp6wWdz56porYN6tWbOfDxX7KV&index=5

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