Approval history and audit trail in the web app
Approval history and audit trail in the web app
The web app shows tabs for draft, submitted, approved and history, and approver tabs. History lists each step with timestamps, approver and rejection reason, and tracks amount changes as part of wider approval improvements.
Area: Expense Agent. Status: announced. Developer relevance: low. Airtime: 6 min across 2 videos, demoed.
Status evidence
- 7:39 in "What's new in Expense Agent: Overview": "it will come gradually from October to December"
Where they talk about it
- What's new in Expense Agent: Improved Approval Process: 0:27 to 5:29, demo at 3:00 (called "Approval history and audit trail in the Expense Agent web app" there)
- What's new in Expense Agent: Overview: 7:11 to 7:52 (called "Approval improvements" there)
Quotes
- 1:05 "this is only if you enable because it can make some additional spending of your AI tokens" - States the cost impact and that AI policies are opt-in.
- 2:05 "recommended to use itemization for all expenses to get the best results" - Gives a prerequisite for getting good results from the AI policy check.
- 2:36 "It will not block approvers. So, you can even uh approve even if this uh expense is flagged" - Design decision: AI flags advise approvers but do not block approval.
- 4:59 "you must be Business Central user to be able to post" - Explains why posted history entries show a Business Central username and a different color.
Caveats mentioned
- Posting requires a Business Central user, so posted entries show the Business Central username
- Rolled out gradually from October to December
- A separate session covers approvals
Prerequisites mentioned
- Expense user to see the history in the web app
Documented features match
- AI-Driven Approvals - low confidence (llm). Docs say: Public preview, roadmap id 573255. Approval area, history itself not documented
- Product documentation (partial, the article describes the broader feature or mentions this in passing): Understand expense and expense report statuses, checked 2026-10-02. The dashboard shows expense reports grouped into tabs: Drafts, Submitted, and Approved. If you're an approver, a For My Approval tab also appears. Note: Documents the tabs only; no History tab, per-step timestamps, rejection reason log or amount-change tracking found. Preview article.
Docs checked on 2026-10-02: the match is against Microsoft's what's new pages for the wave as they were on that date. Microsoft keeps filling the documentation, so "no documented item" can go stale.
Tags: expense, approvals, audit, ux
Generated by pipeline step 06. Source: YouTube auto-captions of the launch event videos, see the deep links. Not official.