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
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)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
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: Direct Dext to ApprovalMax integration for ...
Why do I still see approved Bills/Purchase Orders in QuickBooks Online?
ApprovalMax pushes only fully authorised Bills (i.e., all assigned Approvers have approved) to QuickBooks Online. Once a Bill has been fully approved, it'll bear the "Approved" watermark and have the approval audit report attached: If a Bill/Purchase ...
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the "Bill creation, ...