Core Features
ApprovalMax’s key features for enhanced automation and control.
72 articles
Auto-matching Bills to Purchase Orders in QuickBooks Online
QuickBooks Online Matching: when a matching gets automatically removed
Can I match QuickBooks Online Bills and Purchase Orders?
Matching in QuickBooks Online: who's allowed to match Bills and Purchase Orders
How to match Bills and Purchase Orders in QuickBooks Online
Can I allow only Administrators to match Bills to Purchase Orders in QuickBooks Online?
Can QuickBooks Online Bill-to-PO Matching be used as a workflow condition?
What is Bill-to-Purchase Order Matching in QuickBooks Online?
How to copy a QuickBooks Online Purchase Order to a Bill
QuickBooks Online matching: which Purchase Orders are available for matching
QuickBooks Online: advanced settings for Bill-to-PO Matching
QuickBooks Online Matching: the matching events stated in the audit trail
QuickBooks Online Matching: up to which point in the workflow Bill-to-PO Matching can be done
Is it possible to change a Purchase Order after its final approval?
How can I prevent that approved Purchase Orders are matched?
QuickBooks Online Matching: how to enable the new Bill-to-PO Matching
Are Budget Checking reports available? (QuickBooks Online)
What is the Budget Checking feature? (QuickBooks Online)
What is possible with Budget Checking? (QuickBooks Online)
Can I check budgets against 0 lines? (QuickBooks Online)
What are budget check periods? (QuickBooks Online)
How does syncing a budget with QuickBooks Online work?
How do I set up a budget check period? (QuickBooks Online)
Budget Checking with gross or net amounts (QuickBooks Online)
What statuses can Budget Checking have?(QuickBooks Online)
How can I stop syncing budgets? (QuickBooks Online)
Budget Checking as a condition in workflows (QuickBooks Online)
Budget Checking as an approval condition (QuickBooks Online)
Can I apply budgets to stand-alone workflows? (QuickBooks Online)
QuickBooks Online Bill/Purchase Order/Expense: I don't see Budget Checking
Can I hide budgets from assigned Approvers? (QuickBooks Online)
Are QuickBooks Online documents considered in Budget Checking?
Who can see Budget Checking in requests? (QuickBooks Online)
How can I force a budget sync with QuickBooks Online?
How many budgets can I use for Budget Checking? (QuickBooks Online)
What Approvers see while Budget Checking (QuickBooks Online)
Who is allowed to sync budgets from QuickBooks Online?
Can I do Budget Checking in the mobile app? (QuickBooks Online)
How to use the Report Scheduler for QuickBooks Online
Where can I find the reporting function in ApprovalMax for QuickBooks Online?
How are Expenses reflected in reporting?
QuickBooks Online Matching: how Bill-to-PO Matching is reflected in reporting
QuickBooks Online Matching: how Bill-to-Purchase Order Matching is reflected in Line Item reporting
How to generate and schedule Line Item reports
How do audit reports work in ApprovalMax for QuickBooks Online
Are audit reports sent to the customer?
How to download multiple audit reports in a single archive
How to create a report on which Vendors are assigned to an Approver
Can I use Power BI for reporting?
Does ApprovalMax support cross-company reports?
How to create reports for requests pending approval
Video: How to set up Reports
How to access the Goods Received Status (GRN) in the reports
Capture via email for QuickBooks Online
How to use email tags with ApprovalMax Capture
How to set up ApprovalMax Capture data entry rules for QuickBooks Online
What are the main benefits of the add-on ApprovalMax Capture for QuickBooks Online?
What is an Email Trail?
How to upload a single file via ApprovalMax Capture
How to bulk upload files via ApprovalMax Capture
What file types can be uploaded via ApprovalMax Capture?
How does account code recognition work in ApprovalMax Capture?
How to submit files to ApprovalMax Capture via email
How many documents can I process during an ApprovalMax Capture trial?
Does ApprovalMax Capture recognise Line Items?
What languages does ApprovalMax Capture support?
What happens if I receive an invoice from a new Vendor?
ApprovalMax Capture for QuickBooks Online FAQ
Email Processing Failed notification to the email sender
How ApprovalMax Capture for QuickBooks Online processes emails and attachments