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.






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