How can I restrict the Requesters of QuickBooks Online Journal Entries?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Journal Entries. You can, for example, configure their access rights for Journal Entry 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:
- In the main menu select your Organisation and open the "Approval Workflows" page under "Workflows and Settings" section:
- Select and open the respective workflow.
- In the Journal Entry Creation step, click on the matrix icon :
- Add the Requesters who will be allowed to create Journal Entries.
- Specify the restriction criteria, such as: Vendor, Customer, Employee, Account, Currency, Location or Class:
- Click on DONE to save your changes and update the workflow.
Please note: for some fields you can decide whether they should be mandatory or optional for Requesters to fill in during Journal Entry creation:
The fields Vendor, Customer, Employee, Account and Currency are always mandatory.
What is a QuickBooks Online Journal Entry?
A Journal Entry is a manual recording of transactions and adjustments to your accounting file. Journal Entries allow you to transfer funds between accounts and ensure that your financial records are balanced according to specific requirements. They ...
Can I pull Journal Entries from QuickBooks Online to ApprovalMax?
No. QuickBooks Online Journal Entries must be created in ApprovalMax, and only the respective Requesters as specified in the Journal Entry workflow are able to do.
How to create QuickBooks Online Journal Entry
Before creating a Journal Entry, you first need to set up and activate a Journal Entry workflow in ApprovalMax: In the Journal Entry Creation step, you can specify all users who will be allowed to create Journal Entry requests. By adding Requesters ...
How can Requesters change QuickBooks Online Journal Entry before approval?
Pending/Draft Journal Entry requests can be amended by their Requesters. To adjust a Journal Entry request, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.
How does the Journal Entry workflow for QuickBooks Online work?
In ApprovalMax, you can set up multi-step approval workflows for QuickBooks Online Journal Entries. Users of Organisations connected to QuickBooks Online then create Journal Entry requests directly in ApprovalMax. This is how the approval of Journal ...