Reporting
Can I use Power BI for reporting? (QuickBooks Online)
We are currently working on a Public API to make Power BI reporting available straight away. At the moment, there's no ETA though. As a workaround, you may set up reports in ApprovalMax as well as schedule their creation and emailing them to the ...
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 (Reports) or item-level report (Line item reports) and click on the clock icon: ...
Where can I find the reporting function? (QuickBooks Online)
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports" section: You can use Line item reports or high-level reports. There are default reports already available, which can ...
Can I download multiple audit reports in a single archive?
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: Navigate to the ...