Bill workflow
Can I see the Paid status of QuickBooks Online Bills in ApprovalMax?
Yes, ApprovalMax will show a Paid stamp on the Bills - if they are paid in QuickBooks Online and the option "Pull from connected Organisation" has been turned on for Bills and in reports (for Bills with the Paid status):
QuickBooks Online Bill Duplication Control
ApprovalMax identifies Bills that might potentially be duplicates and notifies Requesters and Approvers at every stage with a message to ensure their awareness. Requesters can consider this information before Bill submission, while Approvers can keep ...
Can I set an Auto-approval rule for a Bill based on the matched PO? (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 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 under ...
Why can I not add a Reviewer in the Bill 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 ...
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 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: Without going through the approval workflow: ...
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. Below are supported file extensions, size and number of files that can be attached: File extensions: '.pdf', '.jpeg', ...
Can I pull Bills from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling existing Bills from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Bills directly in ApprovalMax, run them through predefined approval workflow ...
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.