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How do I set up the Review step in an ApprovalMax for QuickBooks Online workflow?

  1. In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval workflows under Workflows and settings:​

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  2. Open the workflow for which you want to set up a Review step. Click on the + icon and select "Add Review step":​


    ​You can create this step either during the workflow setup, or later.
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  3. In the pop-up, click on ENABLE to start the Review step setup:​


    Click on HIDE to collapse the Review step. You can return to the setup later.
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  4. To proceed with the settings, click on ADD A REVIEWER and select one from the drop-down field:​

  5. Click on the Matrix icon and set up the Review step:​

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​6. To remove a Reviewer, click on the Three-dot icon and select "Remove a Reviewer":​

When finished, click on DONE and update the workflow.


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