How does the Expense Creation and Approval workflow for QuickBooks Online work?
ApprovalMax enables the setup of multi-step approval
workflows for Expenses. Users of Organisations connected to QuickBooks Online can
create Expense requests directly in ApprovalMax.
This is how the approval of Expenses created
directly in ApprovalMax works:
- Expense requests are created and submitted
for approval in ApprovalMax or pulled from Dext.
- The multi-step approval
workflow starts as predefined in ApprovalMax.
- The respective managers get notified
that their approval is required, and make their decision.
- When all approvals are in place, the approved Expense and the automatically generated audit report get pushed to QuickBooks Online.