What are the requirements for using Vendor approvals?
Before you can use Vendor approval workflows, some requirements must be met:
Organisation must be actively connected to the QuickBooks Online Organisation.
The QuickBooks Online
subscription must not be expired.
Organisation must be on an active Advanced or Premium plan.
What are the requirements for using Contact approvals?
Before you can use Contact approval workflows in ApprovalMax, some requirements must be met: The ApprovalMax Organisation must be actively connected to the Xero Organisation. The Xero subscription must not be expired. The ApprovalMax Organisation ...
What are the requirements for using the Batch Payment approval process?
The Xero subscription is active and has not expired The ApprovalMax Organisation is on one of the supported subscription plans: ApprovalMax Trial Organisation connected to Xero (during 14-day free trial period) ApprovalMax Standard plan + Advanced ...
How to set up a default Email to the Vendor
ApprovalMax supports setting up a default Email to the Vendor for Organisations connected to QuickBooks Online. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Vendor and open ...
Is it possible to amend a vendor in ApprovalMax?
At the moment, ApprovalMax does not support the editing of vendors that have been created in QuickBooks Online. If you need to apply changes, you can do it in QuickBooks Online. However, it is possible to amend vendors created directly in ApprovalMax ...
Are there any files attached to the Purchase Order that gets sent to the Vendor?
A PDF file containing only the Purchase Order itself will be emailed to the Vendor after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...