Reporting
Video: How to setup reports (QuickBooks Online)
ApprovalMax product walk-through: how to setup reports https://youtu.be/wgzEWHb1gCQ
What data can be extracted from ApprovalMax? (QuickBooks Online)
You can extract the following data from ApprovalMax: 1. Workflows in the PDF format 2. Audit report archives 3. Archives with the attachments of requests 4. Organisation Administrators can generate and download reports in the CSV format.
Can I see goods received status (GRN) in the reports? (QuickBooks Online)
Yes, ApprovalMax supports goods received status (GRN) in Reports. You can custom existed report or create a new one to see goods received status (GRN). In the main menu select your Organisation and open "Request reports" section. To create a new ...
Can I download attachment archive for all requests? (QuickBooks Online)
Yes, the attachment archive for all requests can be downloaded with a single click. This is how you download multiple audit reports in a single archive: Go to the main menu, select your Organisation and open Reports page under Reports section. Open ...
Can I use Power BI for reporting? (QuickBooks Online)
Yes, you can use the ApprovalMax public API for reporting purposes with Power Business Intelligence (Power BI). By integrating our API with Power BI, you can extract the relevant data for creating customised reports and dashboards that suit your ...
Can I get a report from the approval matrix on the Vendors assigned to an Approver?
Unfortunately, it is not possible to create such a report in ApprovalMax. However, as a workaround, you can download the approval workflow as a PDF file and copy/paste the relevant information from there:
Is it possible to run reports for offboarded users? (QuickBooks Online)
No, once a user has been deleted (offboarded), reports with the name of this user will not be available. It is also not possible to run reports for requests created by a deleted user.
Report: how many Bills are pending approval by each of the Approvers? (QuickBooks Online)
In ApprovalMax, you can create reports showing all requests awaiting approval by a particular person. Important note: reports are only available to users with the Administrator or Auditor role. Learn more about how you can assign a new role to users ...
Line item reports (QuickBooks Online)
You can generate reports with line item details and also schedule the report generation and delivery to selected email addresses. Line item reports allow you to look deeper into your accounts payable and accounts receivable to understand what exactly ...
Report scheduler (QuickBooks Online)
It is now possible to schedule the sending of reports. This is how it works: In the main menu select your Organisation and go to the Reports section, open a high-level (Request reports) or item-level report (Line item reports): Select one of the ...
Where can I find the reporting function? (QuickBooks Online)
In the main menu select your Organisation and go to the Reports section, open a high-level (Request reports) or item-level report (Line item reports): There are default reports already available, which can be adjusted if required: However, you also ...
Can I download multiple audit reports in a single archive? (QuickBooks Online)
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: In the main ...