Skip to main content

Setting up Workflows

Create and configure approval workflows to match your organisation’s processes.

29 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)
Pushing comments to QuickBooks Online Note setting
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 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?