elevate approvals
How it works

From setup to approval in five steps

Elevate Approvals connects to your Business Central environment through a native AL extension. Here's how everything fits together.

01

Configure your entities and fields

Define which Business Central entity types need approval workflows. Configure the fields, validation rules, and lookup sources for each. The AL extension syncs reference data from BC automatically.

  • Vendors, Customers, Items, Purchase Orders, Journals
  • Custom entity types supported
  • Field-level configuration: required, portal-visible, sensitive
  • Conditional visibility and validation rules
02

Build your approval workflows

Use the visual workflow builder to design approval chains that match your business rules. Choose from nine step types, add conditions and tolerance checks, and publish when ready.

  • Drag-and-drop workflow design
  • Conditional, tolerance, and limit-based routing
  • Workflow versioning with draft/publish lifecycle
  • Save as templates for reuse
03

Submit requests and let workflows do the work

Internal users create requests in the portal. Vendors complete their own onboarding forms. The system routes each request through the configured workflow, notifying the right people at every step.

  • In-portal request creation
  • Vendor self-service via secure tokenised links
  • Automatic routing based on workflow rules
  • Email, Teams, and portal notifications
04

Approve, reject, or return with full context

Approvers see everything they need in one place. They can approve, reject (with mandatory comments), return for rework, delegate, or forward to someone else.

  • Complete request context and history
  • Approve, reject, return, delegate, or forward
  • Mandatory comments on rejection
  • SLA tracking with reminders and escalation
05

Records flow into Business Central automatically

Once fully approved, BC picks up the record via a scheduled job queue and creates it. If creation fails, the system logs the error and lets you retry after correcting the data.

  • Automatic write-back to BC
  • Creation confirmation and failure handling
  • Retry mechanism with field editing
  • Full audit trail of every sync event
Architecture

Built on Microsoft, for Microsoft

Three components working together: a React portal, a .NET API, and a Business Central AL extension. All secured with Microsoft Entra ID.

Web Portal

React SPA hosted on Azure Static Web Apps. Tailwind CSS and Fluent UI for a modern, responsive experience.

.NET API

ASP.NET Core backend with Entity Framework Core and SQL Server. Database-per-tenant isolation.

BC Extension

Native AL extension installed in Business Central. Handles data sync, lookup tables, and record write-back.

Get started

Let's talk about your approval workflows

We'll assess your current process and show you how Elevate Approvals fits your Business Central environment. Start with a conversation.