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Matteo_S
December 13, 2023
Solved

Manually set bill as "To review"

  • December 13, 2023
  • 1 reply
  • 0 views

Greetings,

 

In our workflow, one employee receives products we buy and updates the inventory, while another checks the received invoices and enters them in our accounting system.

 

For the two people to work indipendently, we would like the first employee to be able to register the bill on QBs inserting only vendor and items received, while the second can enter payment due date and expense accounts whenever they do that task.

 

To implement this, it'd be great if the first employee could set the bill as "To Review", so the other can see all bills to check directly in that page. However we can't find a way to manually set a bill as "to review" when registering it from QBs, is that right?

 

The only workaround we could think of is it have a custom term of payment (e.g. "to check") so the second employee can easily see which bills are yet to be reviewed.

Is there any other workaround you could think of, or system thought out to handle these kind of situations?

 

Thank you

Best answer by SarahannC

I see that having the ability to manually set bills as To Review or having a practical workaround for your workflow is important for you, Matteo_S.

 

I appreciate your thought about of using a custom term of payment, such as to check, to help the second employee easily identify which bills are yet to be reviewed. Using a custom term of payment works. In addition to this, you may want to explore third-party applications or integrations that specialize in streamlining workflows within QuickBooks.

 

You can follow the steps below to look for an application that allows for the seamless transition of bills between employees and the ability to designate bills for review. Here's how:

 

  1. Go to this link: QuickBooks Apps.
  2. You can select a specific category under the Categories section.
  3. Then, make sure to review the key benefits and FAQs.
  4. Once done, click the Get app now button.

 

Feel free to post  if you need further help or need additional assistance. I'm always here whenever you need a hand.

1 reply

S
SarahannCAnswer
December 13, 2023

I see that having the ability to manually set bills as To Review or having a practical workaround for your workflow is important for you, Matteo_S.

 

I appreciate your thought about of using a custom term of payment, such as to check, to help the second employee easily identify which bills are yet to be reviewed. Using a custom term of payment works. In addition to this, you may want to explore third-party applications or integrations that specialize in streamlining workflows within QuickBooks.

 

You can follow the steps below to look for an application that allows for the seamless transition of bills between employees and the ability to designate bills for review. Here's how:

 

  1. Go to this link: QuickBooks Apps.
  2. You can select a specific category under the Categories section.
  3. Then, make sure to review the key benefits and FAQs.
  4. Once done, click the Get app now button.

 

Feel free to post  if you need further help or need additional assistance. I'm always here whenever you need a hand.

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