What can a Reviewer do?

What can a Reviewer do?

When a request is On Review, the Reviewer can:
  1. Edit the request
  2. Match Bills to Purchase Orders
    Please note: the option to add a Purchase Order Requester as a Bill Approver is not available in the Review step. Purchase Order Requesters can only be added as a Bill Approver by another Bill Approver while matching Bills and Purchase Orders.
  3. Submit the request for approval



    • Related Articles

    • 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 ...

    • What can a Reviewer do? (QuickBooks Online)

      When a request is On Review, the Reviewer can: Edit the request Submit the request for approval Match Bill to Purchase Orders

    • Why can I not add a Reviewer in the Bill workflow for QuickBooks Online?

      ApprovalMax does not support the Review and editing functionality for QuickBooks Online. Please refer to this article to learn more about the roles that are supported for QuickBooks Online.

    • Who is the Default Reviewer?

      To prevent requests from bypassing the Review step, you can designate a Default Reviewer. If no other Reviewer is specified based on the Review and coding matrix, the request will automatically be assigned to this Default Reviewer. To set a Default ...

    • Who is the Default Reviewer?

      When a new Tracking Option, Inventory Item, Contact, Account Code, etc. is added in Xero, 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 place. Then, if ...