Introducing Enhanced Invoice Review Control: Assign Final Review Step to Groups

New: December 22, 2023

Now you have more flexibility in safeguarding invoice accuracy before Business Central creation. Assign a final review step to specific groups.

Here's how to activate this powerful feature:

1. Navigate to the relevant workflow's configuration settings.
2. Within the "Send to ERP" step:

• Locate the "Required Approval" option.
• Set "Require Approval" to "Yes".
• Crucially, assign the desired group to conduct the final review.

Once enabled, invoices will undergo this additional group review before being committed to Business Central, providing a layer of quality assurance.