Approval workflows that actually get followed
Elevate Approvals replaces manual email based approval processes in Business Central with structured, auditable workflows. Visual workflow builder, vendor self-service portal, bypass detection, and real time analytics. Built by Equerra.
Standard BC approvals are not enough
Business Central has built in approval workflows, but they are limited. Most businesses end up with approvals happening over email, Teams messages, or not at all. Records get created without approval. Nobody knows who approved what or when.
Approvals happen over email
Requests forwarded in email chains. No audit trail. No way to know if the right person approved or if the email was just ignored.
Records created without approval
Users create vendors, change prices, or post journals directly in BC. By the time anyone notices, the transaction is already posted.
No visibility into bottlenecks
You do not know where approvals are stuck, who is holding things up, or how long the average approval takes. No data, no improvement.
Structured approval workflows for Business Central
Elevate Approvals gives you a visual workflow builder, vendor self-service portal, bypass detection, and analytics. Everything integrates with Business Central in real time.
Visual Workflow Builder
Design approval chains with conditional logic, tolerance checks, and limit based routing. No coding required. Drag and drop workflow steps to build exactly the approval process your business needs.
Vendor Self-Service Portal
Vendors complete their own onboarding through a secure portal using token based access. They fill in details, upload documents, and submit for approval without needing Business Central access.
Bypass Detection
Real time alerts when users create or modify records in Business Central without going through the approval workflow. Know immediately when your processes are being circumvented.
Analytics and Reporting
Dashboards showing approval velocity, SLA compliance, bottleneck analysis by approver, and bypass incidents. See where approvals slow down and take action.
Smart Notifications
Multi-channel alerts via email, Teams, and in-portal messaging. Configurable escalation triggers ensure approvers are reminded before SLAs are breached.
Real Time BC Sync
Approved records flow into Business Central automatically. No manual re-entry, no imports. Full audit trail of who approved, when, and what conditions were met.
9 Workflow Step Types
From simple single approver to complex conditional and limit based routing. Sequential approvals, parallel approvals, tolerance checks, and escalation paths.
Enterprise Security
Microsoft Entra ID authentication, role based access control, and database per tenant isolation. Every action logged and auditable for compliance.
Supported Business Central entities
Elevate Approvals works with standard and custom entities in Business Central.
Vendors
New vendor onboarding, detail changes, bank account updates
Customers
New customer creation, credit limit changes, payment term modifications
Items
New item setup, price changes, item blocking or unblocking
Purchase Orders
PO approval by value, department, or vendor category
Journals
General journal, payment journal, and other journal approvals
Custom Entities
Any Business Central record that needs controlled approval before posting
From request to approved in minutes
Request submitted
User submits a new vendor, PO, or other record through the Elevate portal or directly in Business Central.
Workflow routes it
The workflow engine evaluates conditions, limits, and routing rules to send the request to the right approver or approvers.
Approver decides
Approver reviews in the portal, via email, or in Teams. Approve, reject, or request changes with a full audit trail.
Synced to BC
Approved records flow into Business Central automatically. No re-entry, no delay. The record is live and auditable.
Elevate Approvals pricing
Master Data Approvals
- Vendor, customer, and item approvals
- Visual workflow builder
- Real time BC sync
- Enterprise security
+ Document Approvals, SLA Tracking and Escalation
- Everything in Silver
- Purchase order and journal approvals
- SLA tracking and escalation
- Smart notifications (email, Teams)
+ Vendor Self-Service Portal, Compliance Reporting and Bypass Tracking
- Everything in Gold
- Vendor self-service portal
- Compliance reporting
- Bypass detection and tracking
All prices are in NZD per tenant. Unlimited users. Annual billing gives you 2 months free.
Common questions about Elevate Approvals
What entities can Elevate Approvals manage?
Elevate Approvals supports vendors, customers, items, purchase orders, journals, and custom entities. Any record that needs approval before it enters Business Central can be routed through a workflow.
How does bypass detection work?
Elevate Approvals monitors Business Central for records that were created or modified without going through the approval workflow. When a bypass is detected, the system generates a real time alert so you can investigate and take corrective action.
Can vendors complete their own onboarding?
Yes. The vendor self-service portal uses token based access so vendors can fill in their own details, upload documents, and submit for approval without needing a Business Central licence or direct system access.
How complex can approval workflows get?
Elevate Approvals supports 9 workflow step types ranging from simple single approver to conditional routing, tolerance checks, and limit based escalation. You can build multi-stage workflows with parallel and sequential approval paths.
Does it integrate with Microsoft Teams?
Yes. Notifications can be sent via email, Microsoft Teams, and in-portal messaging. Escalation triggers are configurable so approvers get reminded before SLAs are breached.
How does data flow back to Business Central?
Approved records automatically sync to Business Central in real time. No manual re-entry, no CSV imports. The record appears in BC exactly as it was approved, with a full audit trail of who approved it and when.
Is it secure?
Elevate Approvals uses Microsoft Entra ID authentication, role based access control, and database per tenant isolation. Every action is logged and auditable.
Can I see analytics on approval performance?
Yes. Built in dashboards show approval velocity, SLA compliance rates, bottleneck analysis by approver, and bypass incident tracking. You can see where approvals slow down and why.
Other extensions from the Elevate suite
Ready to fix your approval process?
Visit the full Elevate Approvals site for product demos, pricing, and a detailed walkthrough. Or talk to us directly.