Business Central
Invoice Approval
A standalone approval engine for Purchase Invoices and Credit Memos — configurable
routing, Teams-native sign-off, and automatic posting back into Business Central.
What Business Central invoice approval in Cliqo does
Submit Purchase Invoices and Credit Memos for approval — sourced directly from Business Central or created in Cliqo itself. Once a document is fully approved, it integrates back into Business Central automatically, with no manual re-keying. Prefer not to key it in at all? Upload a copy of the invoice and Cliqo's document-intelligence scanning creates the Purchase Invoice or Credit Memo for you.
Invoice approval in four steps
Invoice enters Cliqo
Synced from Business Central, entered directly in Cliqo, or created automatically from a scanned copy via document intelligence.
Rules route it to the right approver
Fully configurable rules use document header and line-level budget data — for example, routing IT-class vendors with a FIN cost centre dimension to a specific approver.
Approvers sign off in Teams
Approvers get an actionable notification in Microsoft Teams or by email and can approve or reject without needing a Business Central licence.
Business Central updates automatically
Once fully approved, the Purchase Invoice or Credit Memo integrates back into Business Central automatically — no manual posting.
Built for teams who sign off invoices, not code
Cliqo's invoice approval is aimed at accounts payable and finance teams who need tight, auditable control over supplier invoices — and at organisations who don't want to buy a Business Central seat for every person who simply needs to approve one.
- AP and finance teams processing supplier invoices at volume
- Line-of-business approvers who don't need full Business Central access
- Multi-company or multi-currency Business Central estates
- Teams already living in Microsoft Teams day to day
Built to go further than native Business Central workflows
No BC licence for approvers
Cliqo replaces Business Central's native approval workflow with a standalone engine, so approvers never need a BC seat.
Teams-native approvals
Approve or reject an invoice directly from a Microsoft Teams notification — no separate login required.
Drag-and-drop rule building
Re-order approval rules on the setup screen by drag-and-drop, and group vendors or GL accounts by class to use inside routing rules.
Document-intelligence scanning
Upload a copy of an invoice and Cliqo automatically creates the Purchase Invoice or Credit Memo — no manual data entry.
Multi-company & multi-currency
One approval setup covers unlimited approvers across every environment and company, with full multi-currency support.
Test workflows safely
Test a new approval workflow end-to-end without involving real approvers, before it goes live.
Invoice Approval FAQ
No. Cliqo is a standalone approval engine that replaces Business Central's native approval workflow for invoices. Approvers who only need to review and sign off invoices don't need a Business Central licence at all — the fully approved invoice still integrates back into Business Central automatically.
Yes. Cliqo is fully integrated with Microsoft Teams, so approvers are notified and can approve or reject invoices directly from Teams, with email notifications available as an alternative.
Yes. Cliqo works across multiple environments and companies with an unlimited number of approvers, and supports multi-currency transactions, so a single approval setup can cover your whole Business Central estate.
Yes. Upload a copy of a supplier invoice and Cliqo's document-intelligence scanning automatically creates the Purchase Invoice or Credit Memo, ready to route into your approval workflow.
A Business Central approval workflow app like Cliqo sits alongside Business Central and applies fully configurable rules — based on document header and line-level budget data — to route each invoice to the right approver automatically, instead of relying on someone manually forwarding it. Rules can be tested without involving real approvers before they go live.
Explore the rest of the Cliqo approval engine
Business Central Requisitions
Route purchase requisitions for approval and post automatic G/L accruals on receipt.
Business Central Expense Management
Let employees submit expenses with receipts from their phone and approve them the same way.
Business Central Timesheet Approval
Coming soon: submit and approve project timesheets through the same engine.
All Cliqo Features
See the full picture of Cliqo's approval, requisition, expense, and timesheet capabilities.