Setting up Workflows
Create and configure approval workflows to match your organisation’s processes.
28 articles
- Approval conditions (QuickBooks Online)
- Auto-Approval step on a Standard plan (QuickBooks Online)
- What happens with a document in ApprovalMax if it's deleted in QuickBooks Online
- Does ApprovalMax sync custom fields from QuickBooks Online?
- How alternative rules in the approval matrix work (QuickBooks Online)
- How can I copy workflow settings to another Organisation? (QuickBooks Online)
- Why does the amount of a request pulled from QuickBooks Online differ in QuickBooks Online and ApprovalMax?
- What is the Auto-Approval step? (QuickBooks Online)
- What is the QuickBooks Online manual exchange rate?
- Request number for QuickBooks Online Purchase Orders/Bills upon submission
- How to set up the Auto-Approval step (QuickBooks Online)
- What is the setting Fraud Detection – Changes After Approval? (QuickBooks Online)
- How to apply AND/OR conditions in QuickBooks Online approval rules
- How do I set up the Review step in an ApprovalMax for QuickBooks Online workflow?
- Why do I still see approved Bills/Purchase Orders in QuickBooks Online?
- What are classes and locations used for?
- Recalculation of the automatic exchange rate if a request is edited before the final approval (QuickBooks Online)
- I set a request date in the past, will the exchange rate be automatically calculated based on this date? (QuickBooks Online)
- Bulk actions for QuickBooks Online requests line items
- How can I set up an approval matrix? (QuickBooks Online)
- Request Version History for QuickBooks Online
- ApprovalMax Supported countries, taxes, and currencies for QuickBooks Online
- Manual Exchange Rate in Approvalmax for QuickBooks Online
- How ApprovalMax handles lock dates in QuickBooks Online workflows
- QuickBooks Online error codes: why requests get rejected
- How to edit the default Tax-exclusive/-inclusive setting for requests
- What happens after an approval or rejection
- How can I apply changes made to the approval workflow for not yet approved requests?