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gardner_shop
March 27, 2023
Question

Custom User Role - Bill Approver

  • March 27, 2023
  • 1 reply
  • 0 views

Our company wants to try out using the Bill approval workflow, but there is no Bill Approver role in Quickbooks Online Advanced.  Our Department Heads don't need to see anything other than the Bills they need to approve. When we reviewed creating this Custom User role we couldn't figure out where to start - the choices are really granular. How do we set up this Custom User role - 'Bill Approver' - so we can try out this function?

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
March 28, 2023

Signup for a separate Melio account for free to integrate with QBO and use the approval feature.

https://affiliates.meliopayments.com/pricing

 

G
GlinetteC
March 28, 2023

Hello, gardner_shop.

 

In QuickBooks Online Advanced, you can create new roles to only see bills that require approval. Here's how:

 

  1. Go to the Gear or Settings icon.
  2. Select Manage users.
  3. Click the Roles tab, then hit Add dropdown and select Add role.
  4. Enter a role name and description.
  5. Choose Expenses, then put a checkmark to Approve box.
  6. Once done, select Save Role.

After that, assign this role to your Department head.Here's how:

  1. Go to Settings, then select Manage users.
  2. Click Users tab, then Choose Add.
  3. Enter the user’s name and email address.
  4. From the Assign roles dropdown menu, select the role you want to assign to the user.
  5. Review the permissions this role has, then select Send invitation.
  6. Enter the custom role name and role description.
  7. Select Save Role.

 

I've also included these resources to review and find out more insights about workflows: 

 

 

Please let me know if you have further concerns regarding the workflows feature. I'll be around to assist.

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