Set Up 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 about Business Central approval workflow functionality. | Set Up Workflows |
| Learn how to set up system-wide finance approval settings. | Set Up the Finance Approval Setup page |
| Learn how to set up an approver. | Set Up an Approver |
| Learn how to set up an alternate approver. | Set Up an Alternate Approver |
| Learn how to set up approval groups. | Set Up an Approval Group |
| Learn how to set up approval notifications. | Set Up Approval Notifications |
| Learn how to set up email reminders. | Set Up Email Reminders |
| Learn how to set up finance approval rules. | Set Up Finance Approval Rules |
| 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 |
| Learn how to set up manual selection of an approver. | Set Up Manual Selection of an Approver |
| Learn how to set up Sparkrock 365 so that all users can view approval entries. | Set Up All Users to View Approval Entries |
| Learn how to allow attachments to be added to purchase requisitions or payment requests regardless of the approval status. | Allow Attachments to be Added to Purchase Requisitions or Payment Requests Regardless of the Approval Status |
See also
Finance Approvals
Expense Claim Approvals
Payment Request Approvals
Purchase Credit Memo Approvals
Purchase Invoice Approvals
Purchase Order Approvals
Purchase Requisition Approvals
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