How can I restrict the Requesters of QuickBooks Online Bills?

How can I restrict the Requesters of QuickBooks Online Bills?

ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Bills. You can, for example, configure their access rights for Bills creation in a way that individual Requesters are only allowed to select certain Vendors or a particular Location.

This is how you can restrict Requesters:
  1. Click on the “matrix” icon  in the first step of the workflow to open the "Requester matrix":



  2. Add the Requesters who will be allowed to create Bills.
  3. Specify the restriction criteria, such as: Vendor, Product/Service, Category, Location or Class:

  4. Click on "DONE" to save your changes.
Please note: for some fields you can decide whether they should be mandatory or optional for Requesters to fill in during Bill creation:


The fields Vendor, Product/Service and Category are always mandatory.