Review Step
What can a Reviewer in ApprovalMax request do?
When a request is On Review, the Reviewer can: Edit the request Cancel request at any step before final approval Submit the request for approval Match Bill to Purchase Orders
What is the Default Reviewer and how do I set one up?
When a new value – such as Inventory Item, Vendor, Classes/Locations etc. – is added in QuickBooks Online, chances are that this is not reflected in the review and coding matrix. To avoid skipping the Review step, a Default Reviewer can be put in ...
Who can remove Reviewers from requests and how does it work?
Organisation Administrators can remove any Reviewer from a request. Reviewers of a request can remove those Reviewers they have previously added. This is how you remove a Reviewer: In the Review step, click on the Change Reviewers button: Hover over ...
How can I reassign a request to another Reviewer? (QuickBooks Online)
To reassign a request to another Reviewer, click on the Reassign button: When you select a user, you can leave an optional comment. When finished, click on REASSIGN REQUEST:
Who can see requests that are On Review? (QuickBooks Online)
Users with the following roles can see requests that are On Review: Administrators/Account Owners Auditors Requester of the request Reviewer(s) of the request Watcher(s) of the request
How can Approvers return a request to the Review step? (QuickBooks Online)
Approvers can return a request to the Review step from any approval step without having to reject it: Requests that were returned to the On Review status can be edited and resubmitted for approval. When a request is submitted for approval from the ...
How do I set up the Review step in an ApprovalMax workflow?
In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval workflows under Workflows and settings: Open the workflow for which you want to set up a Review step. Click on the + icon and select "Add Review ...
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