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:
How can I download an approval workflow for my Xero Organisation?
ApprovalMax supports the download of approval workflows as a PDF file for audit purposes. This is how it works: In the main menu, open the page "Approval workflows": Click on the workflow that you want to download: To download the approval workflow ...
How can cost items from Dext bypass the approval workflow in ApprovalMax? (QuickBooks Online)
Transactions can bypass the approval workflow in ApprovalMax and get published directly to the connected QuickBooks Online Organisation as Expenses if the value “Cash”, “Check”, or “Credit Card” has been selected as the "Publish to" destination: The ...
Approval decision policy (QuickBooks Online)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
How to deactivate an approval workflow
If you want to stop one or several approval workflows, you can simply deactivate the respective workflow(s) in ApprovalMax at any time. Here is how it works: Navigate to the main menu in the upper left-hand corner. Under your Organisation, open ...
Is it possible to get an audit trail report about the changes made to a workflow?
Currently, it is not possible to track any changes made to workflows. However, we do understand the need of having such a tool and that's why it's on our roadmap. No ETA is available as yet, unfortunately. For now, you can only download the workflow ...