AppSource Solution

Customer Bank Account Approval Workflow

Protect your customer collections by validating every bank detail change through a structured approval workflow. Three clear statuses (Open, Pending Approval, Released) ensure total control over banking data.

Journal restrictions prevent the use of unapproved accounts during entry and posting. A complete audit trail ensures traceability for your compliance audits.

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Customer Bank Account Approval Workflow

Main features

  • Workflow from template
  • 3 account statuses
  • Send/cancel request
  • Approve/reject/delegate
  • Approval comments
  • Block unapproved accounts
  • Journal restrictions
  • Complete audit trail

Discover our other extensions

Transfer Order Enhancement→ Vendor Bank Account Approval Workflow→ Item Journal Approval Workflow→ Purchase Request→