How can I make Expense fields mandatory?
During the configuration of the Requester matrix you
can decide for some fields whether they are to be mandatory, or optional.
This is how you make certain fields mandatory:
Click on the Menu button in the upper
left-hand corner, select your Organisation and open the Approval Workflows page
under Workflows and Settings:
Select and open the respective workflow. In its Expense Creation step, click on the matrix icon:
Select the fields that you want to be mandatory and click on DONE:
Please note: the fields Payee,
Payment account, Payment type, Product/Service and Category are always
Which fields can be set as mandatory/optional? (QuickBooks Online)
For some fields you can select whether they should be mandatory or optional for Requesters to fill in during Purchase Order/Bill creation. This can be set in the Requester matrix of the "Purchase Order/Bill Approval" workflow for your QuickBooks ...
How can I make Purchase Order fields mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: Click on the "Menu" button in the upper left-hand corner, select your ...
How can I restrict the Requesters of QuickBooks Online Expenses?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Expense requests. You can, for example, configure their access rights so that individual Requesters are only allowed to select certain ...
How does the Expense Creation and Approval workflow for QuickBooks Online work?
ApprovalMax enables the setup of multi-step approval workflows for Expenses. Users of Organisations connected to QuickBooks Online can create Expense requests directly in ApprovalMax. This is how the approval of Expenses created directly in ...
Can I pull Expenses from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling of existing Expenses from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Expense requests directly in ApprovalMax or pull them from Dext, run ...