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:
- In the main menu, select your Organisation and open Approval workflows page under "Workflows and settings" section:
- Click on the workflow that you want to download:
- To download the approval workflow as a PDF file, click on the
icon in the right-hand upper corner:
- This will download a PDF file containing all participants and rules.
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