How does the approval of Vendors work?

How does the approval of Vendors work?

In ApprovalMax you can configure a multi-step approval workflow for the creation of Vendors. This is a separate workflow that you need to set up and activate in order to use the Vendor approval process in ApprovalMax.

 
This is how it works:

  • A new Vendor is created and submitted for approval in ApprovalMax.




  • ApprovalMax starts the multi-step approval workflow as predefined for them in ApprovalMax.


  • The respective managers get notified that their approval is required and make their decision.
  • When all approvals are in place, the Vendor status changes to “Approved” and the Vendor is confirmed in ApprovalMax.


Learn how to set up approval workflows for QuickBooks Online Vendors.

For more details please see our video: Video: How to perform Vendor approval (approvalmax.com)





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