Why can I not add a Reviewer in the Bill workflow for QuickBooks Online?
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How can an Approver review/edit Bills?
ApprovalMax allows Approvers who were added to the first step as Reviewers to review and edit Bills during the approval process according to the defined rules: Fields available for modification are: Tax Account Tracking Category Quantity Price* Bill ...
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, follow the steps below: In the main menu select your Organisation and open ...
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the Bill workflow: If ...
How to set up notifications about Bill approvals (QuickBooks Online)
It is possible to configure ApprovalMax in a way that notifications about the most important events regarding Bills are sent to a particular email address. Creating Bills in ApprovalMax: Requesters can turn on instant notifications in My Profile ...
Can I pull Bills from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling existing Bills from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Bills directly in ApprovalMax, run them through predefined approval workflow ...