In which plans is the Review step functionality available? (QuickBooks Online)

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• What is the Review step? (QuickBooks Online)

  ApprovalMax supports the Review step for all QuickBooks Online workflows, a new and independent step that enhances the accuracy and efficiency of your approval workflows. The Review step is positioned before the Auto-approval step. As this makes it ...

• In which plans is the Review step functionality available?

  The Review step is available for ApprovalMax Organisations under one of the supported subscription plans: ApprovalMax Trial Organisations connected to Xero (during the free 14-day trial period) ApprovalMax Advanced plan ApprovalMax Premium plan

• What is the difference between the Review step and the Editing on Approval feature?

  What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...

• How to set up a Review step (QuickBooks Online)

  In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval workflows under Workflows and settings: Open the workflow for which you want to set up a Review step. Click on the + icon and select "Add Review ...

• How can Approvers return a request to the Review step? (QuickBooks Online)

  Approvers can return a request to the Review step from any approval step without having to reject it: Requests that were returned to the On Review status can be edited and resubmitted for approval. When a request is submitted for approval from the ...