The Customer Bank Account Approval Workflow app for Microsoft Dynamics 365 Business Central is designed to streamline the process of approving customer bank accounts. With this app, you can set up a workflow for approving customer bank accounts, ensuring that the right people are involved in the process and that approvals are handled in a timely manner.

The app can help you reduce manual efforts and errors, increase efficiency and accuracy, and provide a clear and secure audit trail for all approvals. By automating the approval process, you can ensure that your company’s financial information is accurate and secure, while also improving the overall customer experience.

Main Feature

• Workflow Template
• Request approval for Customer Bank Account
• Cancel a request approval
• Approve or reject a request approval
• Add comment related to the approval
• Manage overdue approval requests
• Restrict changes to approved accounts
• Secure banking data validation

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