Do any attachments in rejected approval requests get published to QuickBooks Online?
No. Purchase Orders/Bills that were created directly in ApprovalMax only get pushed to QuickBooks Online once fully approved.
Rejected approval requests, and their attachments, always stay in ApprovalMax.
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Do any attachments in rejected approval requests get published to Xero?
No. Purchase Orders/Bills that were created directly in ApprovalMax only get pushed to Xero once fully approved. Rejected approval requests, and their attachments, always stay in ApprovalMax.
Do attachments in the comment section get published to QuickBooks Online?
No, attachments in the comment section are for internal use only and don't get pushed to QuickBooks Online after approval; the same goes for all the comments.
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 ...
How can cost items from Dext bypass the approval workflow in ApprovalMax? (QuickBooks Online)
ApprovalMax supports publishing Expenses such as Cash, Credit Cards, Check from Dext to ApprovalMax and initiating approval process for them. If for some reason you want the approval process to be bypassed, just do not specify a Requester in "Receive ...
Approval conditions (QuickBooks Online)
In any approval step, there can be multiple Approvers. If this is the case, you can specify how such a request should be handled. For this, you can choose between two approval conditions: “All” and “Any of”. They determine how many of the Approvers ...