How can I restrict the Requesters of QuickBooks Online Expenses?

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 Vendors as Payee 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 Expense requests.

  3. Specify the restriction criteria, such as: Payee, Payment account, Category, Location, 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 Expense creation:



The fields Payee, Payment account, Payment type, Product/Service and Category are always mandatory.