Which fields can be set as mandatory/optional? (QuickBooks Online)
For some fields you can select whether they should be mandatory or optional for Requesters to fill in during Purchase Order/Bill creation. This can be set in the Requester matrix of the "Purchase Order/Bill Approval" workflow for your QuickBooks Online Organisation:
In the QuickBooks Online Requester matrix:
These fields are always mandatory:
These fields can be set as mandatory or optional:
Please note: if a field has been set as mandatory for Requesters, it will not be possible to submit requests without filling it in.
Please note: Customer field is available in the matrix only if tracking expenses and items by customer was switched on in QuickBooks Online.
Which fields can be set as mandatory/optional?
You can choose for some fields whether they should be mandatory or optional for Requesters/Reviewers to fill in during Purchase Order/Bill creation/review. This can be set in the Requester matrix of the "Purchase Order/Bill Approval" workflow or in ...
How can I make Purchase Order fields mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: Click on the "Menu" button in the upper left-hand corner, select your ...
How can I make tracking categories mandatory for Requesters?
This is how you can make a Xero tracking category (e.g. Department) a mandatory field: Under the main menu select your Organisation and open "Approval workflows" page under "Workflows and settings" section. Choose the workflow: Open the Requester ...
Set up an approval workflows guides (QuickBooks Online)
Set up a bill approval workflow. Set up a purchase order approval workflow.
How Bill review/ editing can be set up?
ApprovalMax allows Approvers of the first step added as Reviewers to review and edit a Bill during the approval process. In order to configure Bill review and coding, please go to the Bill approval workflow. Click on "Reviewers" and add the persons ...