How can Requesters amend an Expense before approval?

Pending Expense requests can be amended by Requesters.

To amend an Expense request, click on EDIT:

Edit the respective fields and resubmit the request for approval.

Please note: the approval process will start from scratch.

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• Who can edit Expenses after they were submitted for approval?

  ​The person who has requested an Expense can edit and resubmit that Expense request for approval up to the point where this Expense request is fully approved.

• How can Requesters amend a Contact before approval?

  Pending Contact requests can be amended by Requesters. In order to edit a Contact record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.

• 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 ...

• How can Requesters amend a Batch Payment request before its approval?

  Pending Batch Payment requests can be amended by their Requesters. To edit a Batch Payment record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will be started from scratch.

• Is it possible to amend a vendor in ApprovalMax?

  At the moment, ApprovalMax does not support the editing of vendors that have been created in QuickBooks Online. If you need to apply changes, you can do it in QuickBooks Online. However, it is possible to amend vendors created directly in ApprovalMax ...