In ApprovalMax, once a request is fully approved or rejected, its status is updated accordingly and the document is either passed on to QuickBooks Online or retained in ApprovalMax - depending on where it originated from.
After approval:
The document is automatically created in QuickBooks Online.
For a quick video overview of approvals, please check out the below:
After rejection:
The document is not created in QuickBooks Online and stays in ApprovalMax with the Rejected status.
The Approver will be prompted to add a rejection comment, which will appear in the audit trail to inform the Requester and other Approvers of the reason for rejection:
Approvers can also revoke their rejection decision:
When doing so, they’ll be prompted again to add a comment, which will also be recorded in the audit trail:
Once a rejection is revoked, the request will return to the On Approval status in ApprovalMax and continue through the workflow.
For a quick video overview of rejections, please check out the below: