Bill workflow
Where do I see the QuickBooks Online Bill status Paid in ApprovalMax?
If Bills are Paid in QuickBooks Online and the option Pull from connected Organisation has been turned on for Bills, ApprovalMax will show a Paid stamp on the Bills: and in reports (for Bills with the Paid status):
How does QuickBooks Online Bill Duplication Control work?
ApprovalMax identifies Bills that might potentially be duplicates and notifies Requesters, Reviewers and Approvers at every stage with a message to ensure their awareness. Requesters are advised to consider this information before submitting such a ...
How do accountants get notified about Bill approvals? (QuickBooks Online)
ApprovalMax sends notifications about the most important events regarding a Bill to the specified email address. Unfortunately, it is not possible to notify the particular person who created a Bill via Dext. Notifications about the following events ...
How to set up notifications about Bill approvals (QuickBooks Online)
You can 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> Notifications ...
How can I specify instructions for QuickBooks Online Bill Requesters?
Organisation Administrators can provide a message that will be shown to Requesters during Bill creation. This is how you set up instructions for QuickBooks Online Bill Requesters In the main menu, select your Organisation and go to Approval workflows ...
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 ...
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 Watch on YouTube You can also refer to this article: How to copy QuickBooks Online Purchase Orders to a Bill
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 You can also refer to this article: How to create QuickBooks Online Bills for approval in ApprovalMax
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: Bills that don't go through the approval ...
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.
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