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G
Guerrafa
June 17, 2024
Question

Bill Approver Workflows

  • June 17, 2024
  • 1 reply
  • 0 views

We recently upgraded to QB Advanced, and are new to the whole workflow systems. We set up 2 employees to have access to approve bills. On our workflow we created we added a total of 4 people (the two employees, and two admin). We really don't need every single person to approve. We just need one of the 4. We put 4 just so more people can have access in case someone else cant. My question is, do we need a workflow? or can we turn that off? If we were to turn it off would that allow anyone with access to approve bills, to approve any bill? 

1 reply

R
ReymondO
June 17, 2024

Hello, @Guerrafa. Yes, you can turn off a workflow in QuickBooks Online Advanced.

 

The decision to use or disable a workflow should align with your business requirements. Let's consider what your organization needs before proceeding.

 

If you choose to disable the workflow, individuals with approval access will be able to approve bills without following a specific sequence. This can simplify the process, especially if you trust each person with approval permissions to act independently.

 

Here's how you can turn off a workflow:

 

  1. Go to the Workflows automation menu and select My workflows.
  2. From the ON/OFF column, choose the workflow you want to turn off. 
  3. Click Disable.

 

Additionally, QuickBooks creates tasks when workflows notify team members to review or approve work. You can review the Task menu to see which tasks are still open and need attention.

 

Feel free to ask if you have more questions about managing workflows in QBO Advanced. I'm here to assist you.

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