How can I enable the creation of Vendors in ApprovalMax?

How can I enable the creation of Vendors in ApprovalMax?

ApprovalMax allows the creation of new Vendors by PO/Bill/Expense requesters, before they're being processed in QuickBooks Online and added to the QuickBooks Online Vendor list.

This is how you configure ApprovalMax to enable Requesters to create new Vendors:
  1. Under the main menu  in the upper left-hand corner select your Organisation. Then, open the "Approval workflows" page under "Workflows and settings" section:


  2. Go to the Purchase Order/Bill /Expense workflow.


  3. In the first step, click on the  icon in the Creation step of approval workflow. This will open the Requester matrix.
     
  4. Select “Any Vendor” next to the person who you want to authorise for the purpose of Vendor creation and
    tick the checkbox “Allow to create new Vendors”.
  5. Click on "Done".
Now, this person will see the entry "New Vendor" in the drop-down list.

This is what it looks like:




New Vendor will be created right away after you click "Create" in the "New Vendor" window.

Also, ApprovalMax supports Vendor creation and approval workflow. 

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