QuickBooks Online matching: Which matching events are stated in the audit trail?
The following matching events are mentioned in the audit trial:
∙ The Bills line was matched: date and time, user, PO lines details (including the Product/Service or Category and line amount)
∙ The Bills line was unmatched: date and time, user, PO lines details (including the Product/Service or Category and line amount)
Matching V2: Which matching events are stated in the audit trail?
The following matching events are mentioned in the audit trial: Added matching (who, when, matched requests, allocated amount) Removed matching (who, when, unmatched requests, allocated amount) Auto-unmatching (when, unmatched requests, allocated ...
Is it possible to get an audit trail report about the changes made to a workflow?
Currently, it is not possible to track any changes made to workflows. However, we do understand the need of having such a tool and that's why it's on our roadmap. No ETA is available as yet, unfortunately. For now, you can only download the workflow ...
QuickBooks Online matching: When does a matching get automatically removed?
A matching gets automatically removed if: The Bill is deleted / rejected The Purchase Order is cancelled / deleted PO was deleted in the QuickBooks Online – upon the final approval the Bill will be created without the matching data The Vendor has ...
Matching V2: What happens if a Bill amount gets reduced?
If a Bill was matched to a Purchase Order and then the Bill amount gets reduced, there will be a short notification “Check your matching allocations“ for Bills created in ApprovalMax. In the audit trail will be noted that the request has been updated ...
How to create QuickBooks Online Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. Among them: NOT SUPPORTED: Pulling Bills from ...