What are classes and locations used for?
In QuickBooks Online, you can set up
classes and locations to
see how the various areas of your business are performing (such as
departments, distribution channels, different services and products).
You can find more information on how to set up classes and locations in QuickBooks Online here: http://www.intuit.com.au/r/product-updates/using-classes-and-locations-in-quickbooks-online/
- In ApprovalMax, you can use QuickBooks Online classes and locations to split responsibilities between Approvers. To achieve
classes and locations
to the respective Approvers in the approval matrix.
In the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section.
Choose the workflow:
Open approval matrix and define conditional Approvers in the approval
- With QuickBooks Online classes and locations you can also split responsibilities between Requesters. To achieve
classes and locations
to the respective Requesters in the Requesters matrix:
- Then assign classes and locations to each item during Purchase Order /Bill creation in ApprovalMax:
What are tracking categories used for?
In Xero, you can set up tracking categories to see how different areas of your business are performing (such as departments, cost centres, or locations). This is an example of what it can look like: In ApprovalMax, you can use Xero tracking ...
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
How can I enable the creation of Suppliers in ApprovalMax?
ApprovalMax allows the creation of new Suppliers right within the platform before they're being processed in Xero and added to the Xero Supplier list. This is how you configure ApprovalMax to enable Requesters to create new Suppliers: Under the main ...
How can I set up ApprovalMax as a stand-alone solution?
Apart from working seamlessly with a number of accounting platforms, ApprovalMax can also help improve other workflows within an organisation to increase transparency and control. Typical examples include contract approvals, capital expenditures ...