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Budgeting – Workflow Approval

Overview

Dynamics 365 Budgeting workflow capabilities includes a budget register entry workflow template that can be used to create specific workflow processes to support the review and approval of budget register entry journals with an assigned budget code, primarily with a budget type of original or transfer.

Budget register entry workflows can support the separate conditional review and approval steps, assignments etc dependent on draft budget register entry, budget type i.e., original budget, revision, transfer, together with draft budget register entry, line-level approval if required.

Budget register entry workflow can also include an automated budget balances update step following approval if required.

Workflow Template – Budget Register Entries
Further Reading

Further information on Dynamics 365 workflow capabilities are provided on the Microsoft Docs and Docs Learn sites via the following URLs …

Workflow system overview – Finance & Operations | Dynamics 365 | Microsoft Docs

Work with workflows in Finance and Operations apps – Learn | Microsoft Docs