Parallel and sequential approvals in QuickBooks Online

Parallel and sequential approvals in QuickBooks Online

ApprovalMax supports both parallel and sequential approvals for documents.
  1. Set up parallel approvals if you have several Approvers in one step and want either any or all of them to make an approval decision.
  2. Set up sequential approvals if you have Approvers from different departments.
To set up parallel approvals, add several Approvers to the same step. Then decide whether you want any or all of them to approve before the document can move on to the next step. In the illustration below, the selected approval condition "All" determines that all Approvers have to approve:



To set up sequential approvals, add the Approvers in several steps. The document moves on to the next step (and next Approver) once the Approver in the previous step has approved:




    • Related Articles

    • Parallel and sequential approvals in NetSuite

      ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several Approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have Approvers from ...
    • Parallel and sequential approvals in Xero

      ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have approvers from ...
    • Parallel and sequential approvals (Stand-alone)

      ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have approvers from ...
    • Do Approvers need access to QuickBooks Online to do approvals?

      No, Approvers who authorise Bills and Purchase Orders don't need access to QuickBooks Online in order to approve documents in ApprovalMax — this is one of the core benefits of ApprovalMax.
    • 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 ...