Small and medium business | Business Central, N...

Vendor Bank Account Approval Workflow Business Central

(1) Share

Report

Posted on by Rasmus

163

Hi,

How did you solve locking vendor bank account?

The idea is to have only one or two people allowed to change the data on the vendor bank account card, for instance the vendors bank number.

Code changes are fine. New apps not really.

Previously I have used Continia Payment Manager where this is a built-in feature.

I assume that you changed the users permissions to limit changes/hide page 425 or table 288?

Microsoft Idea under review
https://experience.dynamics.com/ideas/idea/?ideaid=63056ff1-c633-ea11-8454-0003ff68ba2f

The link works for me when I copy-paste it but not when I click it. I added a screenshot of the idea below. If you like it then please vote for it :)

Kind regards

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (5)

Answers (0)

KasparsSemjonovs 4,766 Super User 2025 Season 2 on at

Like (1)

Report

Hi, Rasmus,
What is the problem? the link is not valid, and doesn't go to Microsoft Ideas.
Please update your post

Was this reply helpful? Yes No
Mohamed Amine Mahmoudi 26,390 Super User 2025 Season 2 on at

Like (1)

Report

Hi @Rasmus

Please give us more details.

Best regards,

Mohamed Amine MAHMOUDI

Was this reply helpful? Yes No
Rasmus 163 on at

Like (0)

Report

Mohamed and Kaspars I have updated my post a bit for clarity :)

Unfortunately you have to copy and paste the link manually, if you know how to fix that let me know.

Kind regards

Was this reply helpful? Yes No
Suggested answer

Jun Wang 8,202 Super User 2025 Season 2 on at

Like (1)

Report

you could use the filter to limit what user has access to which bank in user permissions setup

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,548 Super User 2025 Season 2 on at

Like (0)

Report

Hi, have you tried the Security Filters function in Permission Set? It seems to solve your problem.

More details: https://yzhums.com/10133/

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No