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Finance EDMS · Payment authorisation

Every payment request, approved and paid — end to end.

Capture supplier invoices, petty cash and cashbook payments, route them through the right approval chain, escalate on SLA, and disburse over M-Pesa — then post straight to Business Central with every document on file.

M-Pesa B2C & B2BDynamics 365 Business CentralSharePoint & Entra ID SSO
finance-edms · SI-2041
In approval · stage 3 of 3
Supplier invoice — Chimbuko Ltd
Supplier Invoice · Operations · Needed 24 Jun 2026
KES 248,500
B2B payout
Approval chain
Head of Department
Amani Njoroge · approved 19 Jun, 14:02
Finance Reviewer
Fatima Al-Mansouri · approved 20 Jun, 09:15
CFO
Awaiting decision
SLA due in 6h · then escalates2 attachments
Connected to your finance stackM-PesaDynamics 365 BCSharePointEntra ID SSO
The lifecycle

One request, from raised to reconciled.

Every payment follows the same governed path — and the trail stays attached to the request the whole way.

01
Submit

Raise a supplier invoice, petty cash or cashbook payment with attachments. Sign in with Entra ID.

02
Approve

Route through the chain — Head of Department, Finance Reviewer, CFO — by department and amount.

03
Escalate

If an approval passes its SLA, durable orchestration escalates it to the next approver automatically.

04
Pay

On final approval, disburse over M-Pesa — B2C for reimbursements, B2B for supplier payments.

05
Post

Approved finance items queue to Dynamics 365 Business Central over OData, documents attached.

06
Report

Role dashboards, financial overviews and CSV exports for Submitter, Approver, Finance, CFO and Admin.

Capabilities

Built for the way finance teams actually approve and pay.

Multi-stage approval chains

Route every request through the right chain — Head of Department, Finance Reviewer, CFO — resolved per department and type, with a KES 10,000 threshold governing how requests are split.

Automatic SLA escalation

Durable orchestration watches every pending approval and escalates overdue items to the next approver on its own — with an audit entry, not a chase.

M-Pesa disbursement

Pay on final approval through the KentaPay / Eclectics Swivel gateway — B2C for petty cash and reimbursements, B2B for supplier payments — with callback and status reconciliation.

Posts to Business Central

Approved finance items queue to Dynamics 365 Business Central over OData with SharePoint document links attached — no re-keying into the ledger.

SharePoint document management

Every attachment, invoice and contract stored in SharePoint Online and linked to the request — a single source of truth from capture through to audit.

Role dashboards & reporting

Purpose-built dashboards for Submitter, Approver, Finance Reviewer, CFO and Admin, with financial overviews, trends and CSV exports.

From approval to disbursement

Approved items pay themselves out — and land in the ledger.

One trail from request to payment
Capture, approvals, escalations, disbursement and ERP posting all recorded against a single request.
Approvals never stall silently
SLA timers escalate overdue items automatically instead of waiting on someone to follow up.
Paid where people actually bank
M-Pesa B2C and B2B disbursement is built in, not bolted on afterwards.
Clean books, no re-keying
Approved items flow straight to Business Central with their documents attached.
Finance queue
Ready for Business Central
Queued
12
Queued amount
KES 4.1M
Paid today
8
PC-1188
Petty cash — field visit
B2C · João da Silva
KES 18,400Paid
SI-2041
Supplier invoice — Chimbuko Ltd
B2B · posting to BC
KES 248,500Queued
CB-0473
Cashbook payment — utilities
Posted to BC · GL 6200
KES 96,200Posted
Request types

Three request types, one governed workflow.

SISupplier Invoice

Pay vendors against invoices, routed for finance review and posted to Business Central as supplier payments.

M-Pesa B2B · posts to BC
PCPetty Cash

Reimburse staff for small, day-to-day spend, captured with receipts and approved through the chain.

M-Pesa B2C reimbursement
CBCashbook Payment

Direct cashbook payments captured, approved and reconciled with the same governance as every other request.

Approved · reconciled to GL
SI · PC · CB
Three governed request types
HoD → Finance → CFO
Configurable multi-stage approval
B2C & B2B
M-Pesa disbursement built in
D365 BC
Posted straight to your ledger

See a payment go from request to M-Pesa.

We'll walk your team through the approval chain, SLA escalation and Business Central posting on real requests.

Request a demo