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 the first step of an approval workflow, it provides a dedicated stage for a thorough review and validation.

This feature for QuickBooks Online connected Organisations is available in trials as well as Advanced and Premium plans.

Key features of the Review step:

1. Configurable assignment rules: define specific rules in the review matrix to assign one or more designated Reviewers to each request before it enters the approval process:
   
   
2. Comprehensive review process: Reviewers can make necessary adjustments and provide feedback before requests are submitted for approval:
   
   
   
3. On-demand returns to the Review step: Approvers can return requests to the Review step for further revision, which ensures that all requirements are met before the final approval:
   
   

• Related Articles

• 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 ...

• 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

• What is the difference between the Review step and the Editing on Approval feature?

  What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...

• Who can see requests that are On Review? (QuickBooks Online)

  Users with the following roles can see requests that are On Review: Administrators/Account Owners Auditors Requester of the request Reviewer(s) of the request Watcher(s) of the request