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How to allow Requesters to set a manual exchange rate during the creation of QuickBooks Online Bills/Purchase Orders/Expenses

Updated over 2 months ago

Currently, the Manual Exchange Rate feature is available to all.

However, ApprovalMax Administrators can restrict specific Requesters of Purchase Orders/Bills/Expenses to change the exchange rate manually during request creation.

This feature is available in beta, please contact support if you're interested in giving it a try.
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This is how it works

  1. Select your Organisation in the main menu and open Approval workflows under Workflows and settings:​

  2. Select the respective workflow:​

  3. In the workflow, open the Requester matrix:​

  4. Tick the checkbox for "Allow to use a manual exchange rate" next to the Requester(s).

    When ready, click on DONE and update the approval workflow.


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