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Vendor/Customer Bank Account Approval Workflow

Andrew Hazen on 12/6/2018 2:43:14 PM
Add an "OnModify" trigger on Vendor Bank Account and Customer Bank Account to the Workflow Approval framework so that insert/modify of these records can be controlled through the Workflow Approvals workflow functionality.
Category: Financial Management
STATUS DETAILS
Needs Votes
Ideas Administrator

Business Central Team (administrator)

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team

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RE: Vendor/Customer Bank Account Approval Workflow

Judy Fernandes on 1/20/2025 5:13:05 PM

This is an ask that we receive frequently from clients to protect the Vendor/Customer Bank account info. Having an OOB workflow template would be ideal.

Category: Financial Management

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RE: Vendor/Customer Bank Account Approval Workflow

Jenny shao on 12/13/2024 12:52:06 AM

It is common accounting don't want users to change, or even view Vendor's Bank account. Have a workflow function will be great, currently, we use User Permission and Change Log to control and track Vendor Bank account and Customer Bank account.

Category: Financial Management