How can I add a product/service in a Purchase Order?
ApprovalMax pulls all products/services from QuickBooks Online (there is no option to create it directly in ApprovalMax).
Please make sure that the checkbox "I purchase this product/service from a vendor" has been ticked in QuickBooks Online:
Video: How to raise a Purchase Order
ApprovalMax product walk-through: how to raise a purchase order https://www.youtube.com/watch?v=UpOtDJbD2xE
How can I create a Purchase Order in ApprovalMax?
To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...
Can I use Product/Service instead of Category for pulling Bills from Dext to ApprovalMax?
No, unfortunately, Dext doesn't support Product/Service catalogues for any GL.
Are files attached to a Purchase Order sent to the supplier?
A PDF file containing only the Purchase Order itself will be emailed to the supplier after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...
Why does the item code not show in the Purchase Order PDF?
If you use ApprovalMax for Purchase Order creation, approval, and dispatch to the supplier, you'll probably want to see the item code in the corresponding PDF file. However, there is no Item Code field in the default PDF template. To add it, open ...