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

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 your "Requires my decision" view.



You can search all your organisations and all enabled workflows - it does not matter whether they are connected to Xero, QuickBooks Online, NetSuite or Cin7 Core, or 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.


    • Related Articles

    • 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 ...
    • Can I search for requests in the mobile app?

      No, the search function is not supported in the mobile app. Please use the web app to find particular requests. For more information, please refer to:  How to find a request in ApprovalMax (Xero) How to find a request in ApprovalMax (QuickBooks ...
    • How can I find a particular request? (Cin7 Core)

      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 ...
    • 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:
    • 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 ...