Bill workflow
Can I set an Auto-approval rule for a Bill if it matches a Purchase Order that was already approved? (QuickBooks Online)
No, at the moment, it is not possible to set up Auto-approvals based on the matching or approval of the related Purchase Orders.
How do accountants get notified about Bill approvals? (QuickBooks Online)
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the person who ...
How to set up notifications about Bill approvals (QuickBooks Online)
It is possible to configure ApprovalMax in a way that notifications about the most important events regarding Bills are sent to a particular email address. Creating Bills in ApprovalMax: Requesters can turn on instant notifications in My Profile ...
How can I specify instructions for QuickBooks Online Bill Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Bill Requesters can be set up: In the main menu select your Organisation and open "Approval workflows" page ...
Why can I not add a Reviewer in the Bill Creation and Approval workflow for QuickBooks Online?
ApprovalMax does not support the Review and editing functionality for QuickBooks Online. Please refer to this article to learn more about the roles that are supported for QuickBooks Online.
How can I restrict the Requesters of QuickBooks Online Bills?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Bills. You can, for example, configure their access rights for Bills creation in a way that individual Requesters are only allowed to ...
Can a Default Approver reassign requests? (QuickBooks Online)
Yes, Default Approvers have several options. They can: Add other Approvers from their Organisation Remove the ones they have previously added Reassign requests to another Approver
Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax
ApprovalMax product walk-through: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax - YouTube You can also ...
Video: How to submit a Bill for approval directly in ApprovalMax
ApprovalMax product walk-through: How to submit a Bill for approval directly in ApprovalMax How to submit a Bill for approval directly in ApprovalMax - YouTube You can also refer to this article: How to create QuickBooks Online Bills for approval in ...
Is it possible to put QuickBooks Online Bills on hold?
Currently, ApprovalMax does not support a "put on hold" functionality. All requests waiting for your approval are in the "Requires my decision" section:
Does ApprovalMax support a review and editing functionality for QuickBooks Online Bills?
Unfortunately, no. Bills can be modified exclusively by the person who created them (the Requester), and only up to the point of full approval. If any changes are applied during the approval workflow, the respective Bill will start going through ...
How is a lock date handled in QuickBooks Online?
What is a lock date in QuickBooks Online? QuickBooks Online offers the option to "Close the Books" by finalising financial statements for a specified period, with password protection to prevent any alterations to that information. By setting a ...
How to copy QuickBooks Online PO to a Bill?
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill Creation and Approval" workflow. This is how it works: ...
How can I hide Categories/Items for QuickBooks Online Bill?
It is possible to hide QuickBooks Online Categories/ Items from the Bill creation form. This is how it can be done by a company Administrator: Select a proper Organisation under the main menu and open "Approval workflows" page under "Workflows and ...
How to create QuickBooks Online Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. Among them: NOT SUPPORTED: Pulling Bills from ...
Attaching files to QuickBooks Online Bills
During the creation of QuickBooks Online Bills in ApprovalMax, you can attach files. However, some technical limitations do apply: · File extensions: PDF, Word, Excel, Images (same as in QuickBooks Online) · Max. file size: 25 MB ...
Can I pull Bills from QuickBooks Online to ApprovalMax?
Pulling existing Bills from QuickBooks Online to ApprovalMax is currently not possible because the QuickBooks Online API doesn't allow ApprovalMax to do this. However, you can create your Bills directly in ApprovalMax, run them through predefined ...
Can I approve QuickBooks Online Bills?
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.
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How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...
Which subscription plan is the right one for me?
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