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G
Guerrafa
June 10, 2024
Question

Bill Approver Workflow

  • June 10, 2024
  • 1 reply
  • 0 views

Hello,

We recently switched over to QuickBooks advanced and are trying to set a bill approver workflow. We've set 4 people as bill approvers. We only need one, but 4 people have been given the authority in case the other people can't. But I read somewhere that the approval goes through a chain of command basically. Where the bill has to be approved by the people in the order in which they are set. Is this true?

1 reply

G
GenmarieM
June 10, 2024

Hello there, Guerrafa. Let me provide you with details about setting up the bill approver workflow.

 

In the process of setting up a bill approval workflow, it's essential to note that the designated approver has the authority to approve bills that fall within their allocated amount. However, in cases where the bill amount exceeds the limit set for the initial approver, the system is designed to route the bill to another user for approval.

 

Moreover, I'm adding this article as your reference for managing roles and access permissions in QuickBooks Online: User roles and access rights in QuickBooks Online.

 

If you encounter any difficulties managing your workflows or any QBO-related concerns, please don't hesitate to let me know by leaving a comment below. I'm available and prepared to help you whenever you need it.

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