How can I enable the creation of Vendors in ApprovalMax?
ApprovalMax allows the creation of new Vendors right within the platform, 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:
Under the main menu in the upper left-hand corner select your Organisation. Then, open the "Approval workflows" page under "Workflows and settings" section: Go to the Purchase Order/Bill workflow. 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”.
Click on "Done".
Now, this person will see the entry "New Vendor" in the drop-down list.
This is what it looks like:
Is it possible to amend a vendor in ApprovalMax?
At the moment, ApprovalMax does not support the editing of vendors that have been created in QuickBooks Online. If you need to apply changes, you can do it in QuickBooks Online. However, it is possible to amend vendors created directly in ApprovalMax ...
How to copy QuickBooks Online PO to a Bill?
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill Creation and Approval" workflow. This is how it works: ...
Advanced Matching: How can I enable the new Advanced Bill-to-PO Matching?
This is how you enable the Bill-to-PO matching feature: Go to Workflows and settings > Approval workflows > Bill Creation, Review and Approval workflow: r Click on theicon, scroll down and enable Purchase Order Matching: Now, you will see matching ...
How can I enable the creation of Suppliers in ApprovalMax?
ApprovalMax allows the creation of new Suppliers right within the platform before they're being processed in Xero and added to the Xero Supplier list. This is how you configure ApprovalMax to enable Requesters to create new Suppliers: Under the main ...
How to copy Xero Purchase Orders to a Bill
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...