Dynamics Communities | Justin Engelhardt | Activity https://dynamicscommunities.com/community/members/justin-engelhardtcsg-heicocompanies-com/activity/ Activity feed for Justin Engelhardt. Sat, 30 May 2026 14:29:25 -0400 https://buddypress.org/?v=2.21.1 en-US 30 hourly 2 545012233c31cfd0e332b8a0fb8729b8 Justin Engelhardt replied to the discussion Questions on AP Automation in the forum Dynamics FO / AX https://dynamicscommunities.com/community/groups/dynamicsfoax/forum/discussions/questions-on-ap-automation/#post-35245 Mon, 22 May 2023 15:59:15 -0400 Reply to Questions on AP Automation

We are using Kofax and Windmill was the integrator. Feel free to reach out directly to me to discuss if you desire.

]]> 7228e4d5a77ceb321f709f58e4a931dc Justin Engelhardt replied to the discussion D365FO AP Payment approval workflow based on amounts in the forum Dynamics FO / AX https://dynamicscommunities.com/community/groups/dynamicsfoax/forum/discussions/d365fo-ap-payment-approval-workflow-based-on-amounts/#post-33614 Fri, 24 Mar 2023 14:29:19 -0400 Reply to D365FO AP Payment approval workflow based on amounts

So, a colleague of mine found this article: Configure expenditure reviewers – Finance & Operations | Dynamics 365 | Microsoft Learn

Looks like we can configure to grab the PM. Will continue to test, but wanted to put it out there for others to share.

]]> 171493194abb6a8ed35e6c0e2f72da90 Justin Engelhardt replied to the discussion D365FO AP Payment approval workflow based on amounts in the forum Dynamics FO / AX https://dynamicscommunities.com/community/groups/dynamicsfoax/forum/discussions/d365fo-ap-payment-approval-workflow-based-on-amounts/#post-33608 Thu, 23 Mar 2023 21:23:19 -0400 Reply to D365FO AP Payment approval workflow based on amounts

To piggy back on that, what about creating a AP invoice workflow that has the Project Manager on the project (see image) as the approver in one of the steps.

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