Pending/Draft Journal Entry requests can be amended by their Requesters. To adjust a Journal Entry request, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.
Before creating a Journal Entry, you first need to set up and activate a Journal Entry workflow in ApprovalMax: In the Journal Entry Creation step, you can specify all users who will be allowed to create Journal Entry requests. By adding Requesters ...
In ApprovalMax, you can set up multi-step approval workflows for QuickBooks Online Journal Entries. Users of Organisations connected to QuickBooks Online then create Journal Entry requests directly in ApprovalMax. This is how the approval of Journal ...
An Organisation's Administrator can provide a message to be shown to Requesters during request creation. This is how to set up instructions for Journal Entry Requesters: In the main menu select your Organisation and open the "Approval workflows" page ...
Yes, it's possible to process QuickBooks Online Journal Entries on mobile devices. The mobile app provides for: Requesters to create QuickBooks Online Journal Entries and submit them for approval Approvers to approve/reject QuickBooks Online Journal ...