Bill approval means a bill is checked and signed off by the right person before it is paid. A setup says who approves what. What is segregation of duties?
Before you start
- Workflow admin
The Dynamics 365 Finance way
Where to find it: Accounts payable > Setup > Accounts payable workflows
- Choose New and pick the vendor invoice workflow type.
- Design the steps in the workflow editor, with approval elements and conditions.
- Activate it.
- Users then choose Submit instead of Post.
Limits in Dynamics 365 Finance
- Workflow can apply to the header, the line or both.
Good to know in Dynamics 365 Finance
- An unrecoverable workflow can be reset to Draft with Recall.
- An automated task can post approved invoices in a batch.
The Pulsify way
- Connect Dynamics 365 Finance to Pulsify. We set up the connection for you where needed.
- Open Approvals. Every company starts with a default rule: any Admin or Approver can approve.
- Add steps for amounts, suppliers or accounts. Choose a person, a role or a team as approver at each step.
- Add a review step if someone should check coding before approval.
- Use Try an invoice to test the rule on a real bill.
- Add auto-approve rules for small or trusted bills if you want.
Pulsify connects to Dynamics 365 Finance. We set up the connection for you.
What Pulsify does not do here
- Pulsify does not reassign an approval to someone else.
- Pulsify does not send approval reminders.
Common mistakes
- Building the workflow but not activating it.
- Telling users to Post when the workflow expects Submit.
More help
- How to set up AP invoice approval in Kinetic
- How to set up supplier invoice approval in IFS Cloud
- How to set up voucher approval in CloudSuite Industrial
- How to keep an audit trail for vendor invoice records in Dynamics 365 Finance
- How to route vendor invoice records by amount, vendor or project in Dynamics 365 Finance
- All Dynamics 365 Finance how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
Common questions
Where do I set up vendor invoice approval?
Go to Accounts payable > Setup > Accounts payable workflows. Choose New, pick the vendor invoice workflow type, design the steps with approval elements and conditions, then Activate it.
What do users do once the workflow is on?
They choose Submit instead of Post. The workflow can apply to the invoice header, the line or both.
What if a workflow gets stuck?
An unrecoverable workflow can be reset to Draft with Recall. An automated task can post approved invoices in a batch.
Does Pulsify support multi-step approvals?
Yes. You can set steps by amount, supplier or account. Approvers can be people, roles or teams. A review step is available.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Dynamics 365 Finance.