How to set up notifications about Bill approvals (QuickBooks Online)
It is possible to configure ApprovalMax in a way that notifications about the most important events regarding Bills are sent to a particular email address.
Creating Bills in ApprovalMax:
Requesters can turn on instant notifications in My Profile under their avatar:
Pulling Bills via the direct integration with Dext Prepare:
Requesters can turn on instant notifications in My Profile under their avatar:
Pulling Bills via the direct integration with Dext Prepare:
Unfortunately, it is not possible to configure ApprovalMax so that it notifies the actual person who created a particular Bill in Dext. Only the one user who was specified in the "Receive from Dext Prepare" section in the Bill workflow will receive notifications.
Notifications about the following events will be sent:
- Approvals
- Rejections
- Comments
Related Articles
How do accountants get notified about Bill approvals? (QuickBooks Online)
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the person who ...Set up an approval workflows guides (QuickBooks Online)
Set up a bill approval workflow. Set up a purchase order approval workflow.How do accountants get notified about Bill approvals? (NetSuite)
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the actual ...How do accountants get notified about Bill approvals? (Xero)
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the person who ...Is it possible to receive approval notifications in batches instead of individual emails for each request?
Yes, absolutely. ApprovalMax sends out two types of email notifications (instantly and daily): New requests (instantly) Comments (instantly) Other notifications (Auto-approvals/Auto-rejections, Forced decisions, change of Approvers, etc.) (instantly) ...