How to create QuickBooks Online Purchase Orders in ApprovalMax

To create a Purchase Order in ApprovalMax, click on the +NEW REQUEST button in the top right-hand corner near your avatar:

In the pop-up, select the request type Purchase Order from the respective Organisation and click on CREATE A REQUEST:

Specify the order details such as Contact, Item Details, Quantity etc:​

Add a line via +Add a line

Move a Line Item with drag & drop via the icon

Copy/remove a line via the icon

Attach documents

Email approved Purchase Orders automatically to the Vendor/Supplier

When you're done, click on SUBMIT FOR APPROVAL.
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Click on theicon to save your Purchase Order as a Draft

Click on theicon to delete or cancel your Purchase Order

When you simply close the Purchase Order request form, it will be automatically saved as a Draft.
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