Set up an approval workflows guides (QuickBooks Online)

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• Set up an approval workflow - guides (Xero)

  How to set up a Bill approval workflow How to set up a Purchase Order approval workflow How to set up a Sales Invoice approval workflow

• Bill-to-PO Matching: advanced settings for Bill-to-Purchase Order Matching

  Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the ...

• How does the approval of NetSuite Purchase Orders work?

  ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders.  This is how the approval of Purchase Orders created in NetSuite works: Purchase Orders are created and submitted for approval in NetSuite or directly in ApprovalMax. ...

• How to set up an auto-approval step (QuickBooks Online)

  In the main menu, select the Organisation for which you want to specify an auto-approval step. Then go to "Approval workflows" page under "Workflows and settings" section: Open the workflow for which you want to specify an auto-approval step and ...

• How does the approval of Xero Purchase Orders work?

  ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...