Expense workflow
ApprovalMax Billable status for QuickBooks Online Expenses
You incur bilable expenses on your customer’s behalf when you perform work for them. Billable expenses can easily be recorded and tracked so that the customer can reimburse them when they receive their invoice. Please note: The Billable status is not ...
How can I restrict the Requesters of QuickBooks Online Expenses?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Expenses. You can, for example, configure their access rights for Expenses creation in a way that individual Requesters are only allowed ...
How can I resubmit a rejected Expense that came via Dext?
If an Expense that Dext has published to ApprovalMax via the direct integration gets rejected, its Requester should amend, unarchive and publish it again to ApprovalMax.
Pull Dext Expenses and run them through an approval workflow
Yes, ApprovalMax supports pulling QuickBooks Online Expenses such as Cash, Check and Credit Cards from Dext to ApprovalMax where they will run through the predefined approval workflow.
How can I specify instructions for QuickBooks Online Expense Requesters?
Organisation Administrators can provide a message that will be shown to Requesters during Expense creation. This is how you set up instructions for QuickBooks Online Expense Requesters In the main menu select your Organisation and go to Approval ...
Who can edit Expenses after they were submitted for approval?
The person who has requested an Expense can edit and resubmit that Expense request for approval up to the point where this Expense request is fully approved.
How to create QuickBooks Online Expense in ApprovalMax?
To create an Expense in ApprovalMax, you first need to set up and activate an Expense workflow: In the section Expense Creation, you can specify all users who will be allowed to create Expense approval requests. By adding requesters to the Expense ...
How can Requesters amend an Expense before approval?
Pending Expense requests can be amended by Requesters. To amend an Expense request, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.
Expense approval process: who will be notified, and when?
Requesters are notified about approvals and rejections. Approvers are notified when their decision is required. Watchers are notified about approvals and rejections.
How are Expenses reflected in reporting?
Users with the Administrator or Auditor role have access to a reporting tool. An Organisation Administrator/Auditor can set up new reports to suit their needs. This is how you create such a report: On the Reports page, start creating a new report by ...
How can I hide Categories/Items in a QuickBooks Online Expense?
Organisation Administrators can hide QuickBooks Online Categories/Items in the Expense creation form. This is how it's done Select your Organisation in the main menu and go to Approval workflows under Workflows and settings: Open the Expense ...
Can I search for QuickBooks Online Expenses?
Yes, ApprovalMax does have a search function for Expenses. In the Search pop-up window, select the request type (Expense), set additional filters, and click on SEARCH:
How can I make Expense fields mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: In the main menu select your Organisation and open "Approval Workflows" page ...
How does the Expense Creation and Approval workflow for QuickBooks Online work?
In ApprovalMax, you can set up multi-step approval workflows for Expenses. Users of Organisations connected to QuickBooks Online can create Expense requests directly in ApprovalMax. This is how the approval of Expenses created directly in ApprovalMax ...
Can I pull Expenses from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling of existing Expenses from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Expense requests directly in ApprovalMax or pull them from Dext, run ...
In which plans are QuickBooks Online Expenses available?
The approval of QuickBooks Online Expense requests is available in all subscription plans as well as during the trial period.
What is a QuickBooks Online Expense?
An Expense is a document type in QuickBooks Online which represents a purchase that has already been paid via a selected Payment Method and the payment has been allocated against the respective Payment Account (Category of specific types) at the ...
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