Finance approvals
The Sparkrock 365 finance approval functionality enhances the Business Central approval workflows functionality. The Sparkrock 365 finance approval functionality supports the following options for request approvals, which can be used individually or in combination:
Amount based approvals, with multiple levels of approve possible at different amount thresholds.
Over budget approvals, which are triggered when a request depletes the budget that is linked to the account set, dimensions, general ledger account, or all.
Direct approvals, where an employee's direct manager or an approval group for finance approval purposes is specified on the mySparkrock User Setup Card page.
Sparkrock 365 supports dimension approval workflows that can be grouped into the following functional areas:
Finance requests, which include:
- Purchase requisitions
- Payment requests
- Expense claims
Purchase documents, which include:
- Purchase orders
- Purchase invoices
- Purchase credit memos
To learn more about how to set up finance approvals, in the following table, select the links.
| To | See |
|---|---|
| Learn how to set up finance approvals. | Set up finance approvals |
| Learn about expense claim approvals. | Expense claim approvals |
| Learn about payment request approvals. | Payment request approvals |
| Learn about purchase credit memo approvals. | Purchase credit memo approvals |
| Learn about purchase invoice approvals. | Purchase invoice approvals |
| Learn about purchase order approvals. | Purchase order approvals |
| Learn about purchase requisition approvals. | Purchase requisition approvals |
Feedback
To send feedback about this page, select the following link: