How to set up a QuickBooks Online Sales Invoice approval workflow

In the main menu, find your Organisation and open Approval workflows under Workflows and settings:​

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Open the Sales Invoice approval workflow:​

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The first step is Sales Invoice Creation. Here you can add users who will be able to create Sales Invoices in ApprovalMax. To configure user rights in case you need to restrict them, click on theicon:​

The next steps are approval steps. Via theicon, you can add as many of these as you need to represent the number of authorisation levels in your Organisation. Each approval step has its own approval rules.
For each approval step, you can add as many Approvers as required. To set up the approval conditions, click on theicon:​

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When you’re done with adding Approvers and defining rules for them, go to Approval Condition if you have multiple Approvers for the same QuickBooks Online Sales Invoice. Here, you specify if all or any of them need to approve to complete the authorisation in this step:​

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When all steps and conditions have been set, activate the workflow.