Knowledge Base ApprovalMax ApprovalMax for QuickBooks Online Purchase Order management

            What are classes and locations used for?

            In QuickBooks Online, you can set up classes and locations to see how the various areas of your business are performing (such as departments, distribution channels, different services and products).

            You can find more information on how to set up classes and locations in QuickBooks Online here: http://www.intuit.com.au/r/product-updates/using-classes-and-locations-in-quickbooks-online/ 

            1. In ApprovalMax, you can use QuickBooks Online classes and locations to split responsibilities between Approvers. To achieve this, assign classes and locations to the respective Approvers in the approval matrix (Organisation > Approval workflows > Define conditional Approvers in the approval matrix).



            1. With QuickBooks Online classes and locations you can also split responsibilities between Requesters. To achieve this, assign classes and locations to the respective Requesters in the Requesters matrix:




            2. Then assign classes and locations to each item during Purchase Order creation in ApprovalMax:





            Updated: 06 Mar 2019 07:36 PM
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