Paperless approvals and document management for a UK client
A UK organisation replaced email-and-paper approvals with automated purchase and invoice approval workflows and documents stored directly against Business Central records.
The challenge
Purchase requests and supplier invoices were approved by email or on paper. Documents were scattered across inboxes and shared drives, approvers lost track of what was waiting for them, and auditors had to ask for evidence one invoice at a time.
Our approach
The results
What made the difference
The technology is standard Microsoft – Business Central workflows, Power Automate and SharePoint. The value came from agreeing simple, clear approval rules first and then making approval as easy as answering a Teams message.
Client details are anonymised for confidentiality. References are available on request.
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