Approval/Reject reports
This documentation will guide you through the process of approving or rejecting reports from Business Central.
Requirements
To carry out this user guide, you must have the Approver ID configured in the user (User).
If the report user is not assigned an approver, the report cannot be approved or rejected in Captio.
The report must be in the Approval Requested status to be able to approve or reject it in Captio.
Process
Once the user has been configured to be able to approve or reject the report, the process to follow for its approval or rejection is detailed.
Approve report
In order to approve a report, the Business Central user must be listed as an approver on the report. If the user is not listed as an approver, the action to approve will be disabled.
When the Business Central user is configured as an approver, the action to approve will be active and they will be able to approve the report.
After the report has been approved, the data in the report will be updated and the status will change to Approved.
Reject report
To reject a report, the Central Business user must contain an approver in the report. If the user does not appear as approver, action to reject is disabled.
When the Business Central user is appear as an approver, the action to reject will be active and you can reject the report.
After the report is rejected, the report data will be updated and the status will change to 'Rejected'.
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