Built for the way your business actually works
Every feature designed to solve a real problem in Business Central approval workflows. No filler, no fluff.
Design approval chains that match your business rules
Nine distinct step types give you the flexibility to model any approval scenario. Versioning ensures you can iterate without breaking live workflows.
Single
One designated approver reviews and decides.
Four Eyes
Dual approval for segregation of duties.
Group (First)
First member of a group to respond wins.
Group (All)
Every member of the group must approve.
Parallel
Multiple groups evaluate simultaneously.
Conditional
Steps included or skipped based on field values.
Tolerance
Compare values against thresholds to auto-approve or escalate.
Limit Based
Route to the approver whose limit covers the amount.
Field Routed
Route to different approvers based on field values like department or region.
Draft, Published, Superseded, Archived lifecycle
Nested AND/OR condition groups with 10+ operators
Save workflows as templates for quick reuse
Let vendors do the work for you
No more chasing emails or re-keying data from spreadsheets. Vendors complete a secure form and the data flows straight into your approval workflow.
Token-based access
Unique, expiring links. No login required for vendors. One-time use for security.
Dynamic forms
Fields configured per entity type. Only show vendors the fields they need to complete.
Pre-filled values
Internal users set context before sending. Vendors see what you already know and fill in the rest.
Automatic submission
Once the vendor completes the form, the request automatically enters the approval workflow.
Vendor Portal
Secure, branded, self-service
Connected to BC, not bolted on
A native AL extension installed in your Business Central environment handles the two-way sync. Approved records are written back automatically.
Lookup Sync
Payment terms, currencies, countries, posting groups, and more pushed from BC to the portal.
Auto Write-Back
BC polls for approved records on a job queue and creates them automatically. No manual step.
Duplicate Detection
Check for existing vendors by name or registration number before submission.
Retry on Failure
If creation fails in BC, edit the data and retry. Every attempt is logged.
Catch what your ERP cannot
Bypass detection identifies when users circumvent your approval controls in Business Central. Real-time alerts, severity classification, and full resolution tracking.
Unblock
Vendor or customer unblocked without approval
Post
Document posted bypassing approval requirements
Config
Configuration changed to circumvent controls
Permission
Permissions modified to bypass restrictions
Field
Sensitive field changed without going through workflow
Import
Data imported to circumvent approval process
Every bypass incident is tracked with full details: who, what, when, previous values, new values, and severity. Resolution tracking ensures nothing falls through the cracks.
The right people, at the right time
17 event types across email, Microsoft Teams, and in-portal channels. Per-user preferences with immediate, daily digest, or weekly digest frequency.
SMTP, Microsoft Graph, or custom webhook
Microsoft Teams
Notifications delivered where your team already works
In-Portal
Real-time alerts within the Elevate Approvals portal
Roles, delegation, and approval groups
Fine-grained control over who can do what, with built-in delegation for when people are away.
Three Roles
- Admin Full access to workflows, settings, and reporting
- Approver Review and action assigned requests
- Requestor Create and submit approval requests
Delegation
- Date-range based delegation
- Full delegation history
- Out-of-office messages
- Forwarding to specific users
Approval Groups
- All, Any, or Quorum voting
- Sequenced or unsequenced
- Member, Lead, and Fallback roles
- Per-member approval limits
Measure what matters
You cannot improve what you cannot see. The analytics dashboard gives you real-time visibility into approval performance across your organisation.
Avg. Approval Time
Hours from submission to final decision, with trend analysis
SLA Compliance
Percentage of requests completed within target, tracked over time
Open Requests
Current queue depth with overdue count and escalation status
Bypass Incidents
Detected control circumventions in the last 30 days with trend
Plus: request volume by entity type, approval velocity by step, tolerance analytics, and bottleneck analysis with queue depth and delegation rates.
Every action. Every decision. Logged.
Comprehensive audit logging for every event in the system. Who did what, when, with old and new values recorded. Filterable by request, paginated, and accessible to all authenticated users.
Ready to see how it works?
We'll walk you through the platform and show you how it fits your specific Business Central environment. No pitch, no pressure.