How can I make "Class" a mandatory field?
"Class" is an excellent feature in QuickBooks Online that allows you to create additional categories for each line item. ApprovalMax fully supports this feature, and Requesters can conveniently select a Class during the creation of a request.
To ensure adherence to your business processes, you have the option to make the "Class" field mandatory in ApprovalMax. When "Class" is set as a required field, no one will be able to submit a request without assigning the respective class to each line item. This helps ensure that all requests are properly categorised and aligned with your financial reporting needs.
To ensure adherence to your business processes, you have the option to make the "Class" field mandatory in ApprovalMax. When "Class" is set as a required field, no one will be able to submit a request without assigning the respective class to each line item. This helps ensure that all requests are properly categorised and aligned with your financial reporting needs.
This is how it works:
- In the main menu select your Organisation, and open "Approval workflows" page under "Workflows and settings" section:
- Select the respective workflow:
- Click on the "Requester matrix" icon.
- Change the value for "Class" from "Set as optional" to "Set as mandatory".
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