What is the "Pulling from connected Organisation" feature? (QuickBooks Online)
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 configured by clicking on the 
icon in the respective approval workflow.
This is how it works:
- An accountant creates a document directly in QuickBooks Online.
- During the next synchronisation between QuickBooks Online and ApprovalMax, performed every 1 hour, this document will be pulled to ApprovalMax and marked as "Approved". There will also be a comment saying that this document has been created directly in QuickBooks Online without going through the predefined workflow in ApprovalMax.
Important note: Organisation Admin will not be notified about documents pulled from QuickBooks Online.Note: it is possible to manually hasten sync of documents from QuickBooks OnlineRelated Articles
How do I set up the Pulling from Xero step for Purchase Orders?
You can configure ApprovalMax to retrieve all Purchase Orders in the Submitted For Approval status from Xero and initiate the corresponding approval workflow. Here's how you enable the pulling of Purchase Orders with this status from Xero: In the ...Bill-to-PO Matching: How can I match Bills and their initial Purchase Orders?
The current Bill Approver or an Organisation's Administrator can match Bills to approved Purchase Orders with the same currency and supplier up to the point where the Bill gets approved* / the Purchase Order is closed - provided the Administrator has ...How to create QuickBooks Online Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. Among them: Without going through the approval workflow: ...How can I stop pulling Bills from Xero?
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