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Using the standard payment journal approval workflow there is currently a need for duplicate approval each time specifically when working with exporting payment files.

1) When the journal has been created (it has to be approved before it can be exported)
2) When the journal has been exported (this adds additional record restrictions even though the only thing has changed is that the file has been exported)

Ideally only 1 approval should be required, unless of course the user makes subsequent changes to the journal, other than just exporting the BACS file.
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team

Comments

I

Once a batch has been approved you cannot make any changes to the amounts on the line anyway without gaining re-approval, which is what you would expect as it prevents a users from adjusting values and exporting the BACS file with amounts that were not approved.

 

However, since the protection above is in place, there seems no benefit in then adding another approval requirement after the BACS file has been created, this is just adding delays and inefficiency into the process. This is just not required and provides no additional financial control protection whilst frustrating users!!

Category: Financial Management

I

Also experiencing this issue for customers using W1.

Category: Financial Management