How to set up a QuickBooks Online Sales Invoice approval workflow
This is how you set up a QuickBooks Online Sales Invoice workflow:
- In the main menu, find your Organisation and open the Approval Workflows page under Workflows And Settings:
- Click on the Sales Invoice approval workflow:
- The first step is Sales Invoice Creation. Here you can add users who will be able to create Sales Invoices in ApprovalMax. To configure user rights in case you need to restrict them, click on the
button:
- The next steps are approval steps. Via the
icon, you can add as many of these as you need to represent the number of authorisation levels in your Organisation. Each approval step has its own approval rules. For each approval step, you can add as many Approvers as required. To set up the approval conditions, click on the
- When you’re done with adding Approvers and defining rules for them, go to Approval Condition if you have multiple Approvers for the same QuickBooks Online Sales Invoice. Here, you specify if all or any of them need to approve to complete the authorisation in this step:
- When all steps and conditions have been set, activate the workflow.
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