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 Expenses. You can, for example, configure their access rights for Expenses 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:
- Click on the “matrix” icon
in the first step of the workflow to open the "Requester matrix":
- Add the Requesters who will be allowed to create Expenses.
- Specify the restriction criteria, such as: Payee, Payment account, Payment type, Payment method, Product/Service, Category, Location or Class:
- 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 Expense creation:
The fields Payee, Payment account, Payment type, Product/Service and Category are always mandatory.
The fields Payee, Payment account, Payment type, Product/Service and Category are always mandatory.
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