How can I close QuickBooks Online Purchase Order in ApprovalMax?
When a Purchase Order has been fully approved / matched with a Bill, it can be marked as closed in ApprovalMax and the status "Closed" will be synced to QuickBooks Online.
To mark a Purchase Order as Closed, Organisation Admin/ PO Requester can click on the
button:
This status can be reversed, if needed.
To mark a Purchase Order as Closed, Organisation Admin/ PO Requester can click on the
Optionally, a comment can be provided.
PO status changes are tracked in audit trail.
Related Articles
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 A ...How can I print an approved Purchase Order? (QuickBooks Online)
Once a Purchase Order has been approved, ApprovalMax generates a PDF for this Purchase Order and attaches it to the Purchase Order in ApprovalMax. It is also possible to download this PDF in QuickBooks Online itself. To do so, click on the "Print" ...Why is there no place to enter a PO number during Purchase Order creation?
QuickBooks Online auto-populates a PO number when the Purchase Order has been approved in ApprovalMax.How do I select the currency for a QuickBooks Online Purchase Order?
During Purchase Order creation, you can use either the currency which is set for the selected supplier or the default QuickBooks Online currency.How to automatically email QuickBooks Online Purchase Orders to a vendor
For Purchase Orders created directly in ApprovalMax, the planform offers the functionality to configure an email that will be sent to the Supplier once a QuickBooks Online Purchase Order has been fully approved. This email is triggered if the ...