ExFlow Menu

Use the ExFlow Menu to discover ExFlow in Business Central.

Business Central Search

Use the Search function and enter ExFlow to see all ExFlow suggestions.

Menu via Role Center ExFlow Accountant

Simply change role to "ExFlow Accountant" in "My Settings" to get this ExFlow Menu.

Users can easily access Import Journals, Approval Status, Reports etc via this Role.

ExFlow Setup Overview

Find all ExFlow AP Setup gathered in the ExFlow AP Setup Overview.

Menu via Business Central

Click on the three lines up in the right corner to view the menu via Business Central.

Depending on selected Role in "My Settings" a start menu will be selected.

Click on "Explore more roles" and on then ExFlow Menu- Explore to expand the menu.

Now ExFlow Menu is visible regardless of Role in "My Settings".