How can I download an approval workflow for my QuickBooks Online Organisation?

How can I download an approval workflow for my QuickBooks Online Organisation?

ApprovalMax supports the download of approval workflows as a PDF file for audit purposes.

This is how it works:

    1. In the main menu, select your Organisation and open Approval workflows page under "Workflows and settings" section:


    2. Click on the workflow that you want to download:

    3. To download the approval workflow as a PDF file, click on the icon in the right-hand upper corner:

    4. This will download a PDF file containing all participants and rules.


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