How can I find a particular request?

When looking for a particular request you can use the search function  in the top right-hand corner. The search function is available in all list views for requests.

You can search all your organisations and all enabled workflows - it does not matter whether they are connected to Xero, QuickBooks Online or NetSuite stem from a stand-alone instance.

Depending on the request type you can narrow down your search with further details such as status (Open, Rejected, Approved, Cancelled), account, or line item. 

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• How can I find a particular request? (QuickBooks Online)

  When looking for a particular request you can use the search function in the top right-hand corner. The search function is available in all list views for requests and in the Requires My Decision view. You can search all your Organisations and all ...

• How can I find a particular request? (Xero)

  When looking for a particular request you can use the search function in the top right-hand corner. The search function is available in all list views for requests: You can search through all your Organisations and all enabled workflows - it does not ...

• Can I search for requests in the mobile app?

  Yes, you can search for requests in the ApprovalMax mobile app: For details on searching in the web app, see: How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks Online)

• Can I search for QuickBooks Online Expenses?

  Yes, ApprovalMax does have a search function for Expenses. In the Search pop-up window, select the request type (Expense), set additional filters, and click on SEARCH:

• Can I search for a Contact?

  Yes, ApprovalMax does support Contact search. In the "Search" pop-up, select the request type (Contact), set additional filters, and click on SEARCH: