Is there a way we can make QuickBooks Online Purchase Orders look more company branded?
Yes, that's definitely doable, however, you'll need to do that on the QuickBooks Online side.
If you change the master form style in QuickBooks Online, this will be applied to all Purchase Orders you raise and send to QuickBooks Online via ApprovalMax. Technically speaking, the Purchase Order itself is configured in QuickBooks Online and ApprovalMax just sends the respective values to QuickBooks Online once the request has been fully approved.
Is there a way we can make Xero Purchase Orders look more company branded?
Yes, that's definitely doable, however, you'll need to do that on the Xero side. This is how it works: In Xero, click on the name of your Organisation and go to Settings —> Invoice settings. Here, change the theme. You can add a logo as well as ...
Attaching files to Purchase Orders (for QuickBooks Online)
During the creation of Purchase Orders for QuickBooks Online, you can attach files. However, some technical limitations do apply: File extensions — PDF, Word, Excel, Images (same as in QuickBooks Online) Max. file size — 25 MB Max. amount of files — ...
How to automatically email QuickBooks Online Purchase Orders to a vendor
ApprovalMax allows to set up an email that will be sent to vendor once a QuickBooks Online Purchase Order has been fully approved - if the checkbox “Automatically email approved Purchase Order to vendor” has been ticked. Responsible for this ...
How can I print an approved Purchase Order? (QuickBooks Online)
Once a Purchase Order has been approved, ApprovalMax generates a PDF for this Purchase Order and attaches it to the Purchase Order in ApprovalMax. It is also possible to download this PDF in QuickBooks Online itself. To do so, click on the "Print" ...
Why is there no place to enter a PO number during Purchase Order creation?
QuickBooks Online auto-populates a PO number when the Purchase Order has been approved in ApprovalMax.