Set Up Budgeting and Planning Approvals
Budget set approvers are responsible for approving budget sets, not the whole budget. Budget set approvers can be one of multiple levels of approvers within an approval group. A budget set approver has access to all data that can help them make a decision regarding whether to provide their approval, including budget details, attachments, links, and notes.
The Sparkrock 365 budgeting and planning approval functionality enhances the Business Central approval workflows functionality. For more information about the Business Central approval workflow functionality, see Set Up Workflows.
The Sparkrock 365 budgeting and planning approval functionality only supports approvals by approval groups. On a budget set, only approval groups can be assigned as approvers. Also, budget administrators can act as administrative approvers.
To learn more about how to set up budgeting and planning approvals, in the following table, select the links.
| To | See |
|---|---|
| Learn how to set up a budget set approval workflow. | Set Up Budget Set Approval Workflow |
| Learn how to set up an approver. | Set Up an Approver |
| Learn how to set up an approval group. | Set Up an Approval Group |
| Learn how to assign an approval group to a budget set. | Assign an Approval Group to a Budget Set |
| Learn how to set up approval notifications. | Set Up Approval Notifications |
| Learn how to locate the approval groups, mySparkrock user groups, and open approval entries in which a mySparkrock user is being used. | Find mySparkrock Approval Information |
| Learn how to update the approval groups, the mySparkrock user group, and requests to approve that are assigned to the current mySparkrock user with new user information. | Replace an Approver |
See also
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