Report: how many Bills are pending approval by each of the Approvers? (QuickBooks Online)
you can create reports showing all requests awaiting approval by a particular
Important note: reports are only available to users with the Administrator or Auditor role. Learn more about how you can assign a new role to users here.
This is how you create such a report:
- On the Reports page, start creating a new report by clicking on the "NEW REPORT" button:
- In the first screen, tick the checkbox next to Bill and click on NEXT:
- In the next screen, specify the filters and click on NEXT:
Status: Open (all pending approval requests)
Waiting for: select the person who is currently the responsible Approver (the report will show all Bills waiting to be approved by this person)
- In the following screen, you are free to select the columns you want to be visible:
When ready, click on NEXT.
- In the final screen, name your report and click on CREATE:
You'll now see all outstanding Bills awaiting the approval of the specified user:
Such reports can be scheduled, printed or downloaded as a .csv file.
Report: how many Bills are pending approval by each of the Approvers? (Xero)
In ApprovalMax, you can create reports showing all requests awaiting approval by a particular person. This is how you create such a report: On the Reports page, start creating a new report by clicking on the "NEW REPORT" button: In the first screen, ...
Approval decision policy (QuickBooks Online)
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