To create an Expense in ApprovalMax, you first need to set up and activate an Expense workflow:
In the section Expense Creation, you can specify all users who will be allowed to create Expense approval requests. By adding Requesters to the Expense Creation step, they get access to Expense Creation in ApprovalMax via the +NEW REQUEST button.
In your Organisation, select "Expense" and click on CREATE A REQUEST:
You can now create an Expense approval request:
Fill in the mandatory fields such as Payment Account, Payment Type, Date, Category/Item.
Please note: The list of Payees in ApprovalMax is synced based on the specified Payee type.
If you decide to use a Payee, first select the Payee type and then the Payee:
Please note: Only corresponding Payee/Payment accounts based on the currency will be displayed.
When ready, click on the Submit for approval button.
Once submitted, the Expense request will run through the predefined approval workflow. When all approvals are in place, the Expense will be pushed to QuickBooks Online.
A detailed audit trail of the entire workflow will be included: