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usernwb
February 8, 2024
Question

I am the main administrator and am unable to approve invoices I write. Help!

  • February 8, 2024
  • 1 reply
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The invoice approval system seems completely messed up. I am the administrator yet some but not all of the invoices I create have to be approved. Right now I have 10 invoices to approve, but I cannot approve them. How do I move forward? Why do I have to approve my own invoices?

1 reply

S
SirielJeaB
February 8, 2024

Hello there, usernwb. I'll provide you with information on the approval tasks required for your invoices. 

 

If you have an existing invoice approval setup in your workflow, the approval tasks depend on the condition of your invoice amount, the rules of your setup, and the approver. Moreover, even if you're the admin, you're unable to approve some invoices if you're not the approver that was configured in the workflow. You'll want to check the approval template.

 

If you don't want to use the approval feature for every invoice that isn't on your setup, you can turn it off by going to the Workflows menu and clicking the green button. You can also delete or edit it in the Action column. 

 

Please be aware that before doing so, you'll need to approve any outstanding invoice transactions first in the Tasks menu.

 

You'll want to personalize the data in your sales forms moving forward. Refer to this article:  Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

Drop by again by hitting the Reply button below if you have other invoice-related concerns, and I'm always ready to provide information. I'll circle back to you at any time. Have a good one.

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