Workflow to force approval for posting Bank Entries in the Sage 300 Bank Services module.
Each Bank entry gets submitted for approval through Extender’s workflow engine. Approver or Approvers are notified by email that an entry has been submitted and requires approval. Approver(s) can review and approve/reject the entry from their Extender Workflow Console.
If approved, Bank Entry is automatically posted to Bank Services. If rejected, Bank Entry is available to be updated and re-submitted to the workflow for approval.
Also included is a custom workflow action to allow approver(s) to approve and post multiple entries with one click. One entry is highlighted in the workflow console. Approver(s) select the Approve All button, which posts all entries that were submitted by the same user and on the same date as the highlighted entry.
The following components are included:
We recommend removing the “Post” button from Bank Entry using Sage User Authorizations to ensure Bank Entries can only be posted through the workflow.