ApprovalMax product walk-through: how to match Bills and Purchase Orders in Xero-connected organisations https://www.youtube.com/watch?v=lUZt963Qh0s You can also have a look at this article: How can I match Bills and their initial Purchase Orders?
ApprovalMax allows the proper tracking of documents that were created in QuickBooks Online, without going through the appropriate approval workflow in ApprovalMax. This feature is available for Bills, Purchase Orders and Expenses and can be ...
During the creation of QuickBooks Online Bills in ApprovalMax, you can attach files. However, some technical limitations do apply. Below are supported file extensions, size and number of files that can be attached: File extensions: '.pdf', '.jpeg', ...
Yes, ApprovalMax will show a Paid stamp on the Bills - if they are paid in QuickBooks Online and the option "Pull from connected Organisation" has been turned on for Bills and in reports (for Bills with the Paid status):
The current Bill Approver/Requester or an Organisation's Administrator/Owner can match Bills to approved and not closed Purchase Orders with the same Product/Service or Category and Vendor up to the final approval of the Bill. An Organisation's ...