Vendor workflow
Video: How to create a Vendor in ApprovalMax
ApprovalMax product walk-through: how to create a Vendor in ApprovalMax https://youtu.be/RKW65OnCcjM?si=zvOU9ieiaOcDMcXf You can also have a look at this article: How does the approval of Vendor work?
How can I specify instructions for QuickBooks Online Vendor Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Vendor creation. This is how instructions for Vendor Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" page ...
How do I delete approved Vendors?
Approved Vendors can be deleted in QuickBooks Online.
Can I search for a Vendor?
Yes, ApprovalMax does support Vendor search. In the "Search" pop-up, select the request type (Vendor), set additional filters, and click on SEARCH:
How are Vendors reflected in reporting?
Users with the Administrator and Auditor role have access to a reporting tool. An Organisation's Administrator 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 ...
What do the audit reports for Vendor workflows include?
The audit reports for Vendor workflows include the following information: The date of workflow creation The date of workflow updates The date at which the pdf has been generated The name of the user who exported the pdf A list of Requesters, ...
What do the audit reports for Vendor requests include?
The audit reports for Vendor requests include the following information: Vendor details from the Vendor request Approval log
Vendor 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 can Requesters amend a Vendor before approval?
Pending Vendor requests can be amended by Requesters. In order to edit a Vendor record, click on EDIT: Edit the respective fields and resubmit for approval. Please note: the approval process will start from scratch.
Who can edit Vendors after they were submitted for approval?
The person who has requested a Vendor's approval can edit and resubmit that Vendor for approval up to the point where this Vendor is fully approved.
What validations are performed during Vendor creation?
During Vendor creation, the following validations are performed: • Vendor name validation: It's checked whether there is already a QuickBooks Online Vendor with the same name on record. If this validation fails, an error pop-up will prompt you to ...
When will a Vendor newly created in ApprovalMax be reflected in QuickBooks Online?
New Vendors created in ApprovalMax will be synced to QuickBooks Online immediately after the Vendor request has been approved. New Vendors created in a Purchase Order/Bill request form will be synced to QuickBooks Online straight after creation.
What are the requirements for using Vendor approvals?
Before you can use Vendor approval workflows, some requirements must be met: The ApprovalMax Organisation must be actively connected to the QuickBooks Online Organisation. The QuickBooks Online subscription must not be expired. The ApprovalMax ...
How does the approval of Vendors work?
In ApprovalMax you can configure a multi-step approval workflow for the creation of Vendors. This is a separate workflow that you need to set up and activate in order to use the Vendor approval process in ApprovalMax. This is how it works: A new ...
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