What can a Reviewer do? (QuickBooks Online)
When a request is On Review, the Reviewer can:
- Edit the request
- Submit the request for approval
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Who is the Default Reviewer? (QuickBooks Online)
When a new value – such as Inventory Item, Vendor, Classes/Locations etc. – is added in QuickBooks Online, chances are that this is not reflected in the review and coding matrix. To avoid skipping the Review step, a Default Reviewer can be put in ...How to set up a Review step (QuickBooks Online)
In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval workflows under Workflows and settings: Open the workflow for which you want to set up a Review step. Click on the + icon and select "Add Review ...What is the Review step? (QuickBooks Online)
ApprovalMax supports the Review step for all QuickBooks Online workflows, a new and independent step that enhances the accuracy and efficiency of your approval workflows. The Review step is positioned before the Auto-approval step. As this makes it ...How can Approvers return a request to the Review step? (QuickBooks Online)
Approvers can return a request to the Review step from any approval step without having to reject it: Requests that were returned to the On Review status can be edited and resubmitted for approval. When a request is submitted for approval from the ...In which plans is the Review step functionality available? (QuickBooks Online)
The Review step is available for ApprovalMax Organisations under one of the supported subscription plans: ApprovalMax Trial Organisations connected to Xero (during the free 14-day trial period) ApprovalMax Advanced plan ApprovalMax Premium plan