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Dynamics 365 Community / Forums / Finance forum / Is there a way to appr...
Finance forum

Is there a way to approve imported credit card transactions without creating an expense report for them?

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Posted on by 606

D365 - Our employees use company credit cards.  As such, we do not require them to create expense reports.  We do still need approvals on the individual credit card transactions.  Does D365 have a workflow approval process to submit and approve imported credit card transactions without the need of someone to create an expense report?

  • Oceanfish26 Profile Picture
    606 on at
    RE: Is there a way to approve imported credit card transactions without creating an expense report for them?

    I didn't think so.  Just checking.

  • Verified answer
    Eugen Glasow Profile Picture
    6,357 on at
    RE: D365 - Is there a way to approve imported credit card transactions without creating an expense report for them?

    No, I don't think so.

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