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pasang
Level 2
posted
‎October 24, 2024 06:39 PM
last updated ‎October 24, 2024 12:39 AM

Add multiple approvers for Purchase order approval

Hi Team, 

 

Just had a look at "Take a tour" video for custom workflow setup for PO Multi Condition Approval. 

In the short clip, it shows that we can add multiple people as approver. 

 

But, when I set up the custom workflow, it does not allow or have any option to add another approver. 

Am I missing something or is it not available in Australian version. 

 

We do have few people from different department which can approve the PO of up to $1000. 

 

Any help would be highly appreciated. 

Thanks in advance. 

 

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3 Comments 3
ArielI
QuickBooks Team
QuickBooks Team
‎October 24, 2024 08:39 PM

Add multiple approvers for Purchase order approval

Hello, @pasang.
 
Let me shed some light about adding multiple approvers for PO approval in QuickBooks Online (QBO).

The PO Multi-Condition Approval feature is only available in QuickBooks Advanced. For users using a different version, they can consider upgrading their plan.
 
Additionally, it's worth noting that we can add different purchase order approvers to a single approval workflow. However, we can only set one approver for each condition or action within the workflow. Here's how:
 
  1. Go to Workflow automation.
  2. Select Templates and open the PO Multi-Condition Approval.
  3. Click the Do this panel, then pick an approver.
  4. Repeat the same steps for the rest of the panels.
  5. Hit Save when you're done.

Furthermore, you can check this article to help you on how to add an accepted purchase order to a transaction: Add purchase orders to expenses, bills, or checks in QBO.

If you have any further questions about managing your PO approvers in QuickBooks Online, please don’t hesitate to reach out. We’re always here to help.
Reply
pasang
Level 2
‎October 24, 2024 08:44 PM

Add multiple approvers for Purchase order approval

Hi Ariell

I am referring to QuickBooks online Advanced.
I was trying to set those up in QuickBooks advanced.
Reply
FaithA
QuickBooks Team
QuickBooks Team
‎October 25, 2024 12:07 AM

Add multiple approvers for Purchase order approval

Thanks for returning to this thread, Pasang. I'd like to share more information about adding multiple approvers for your customized workflow in QuickBooks Online (QBO).

 

I really appreciate your initiative in sharing your interest to utilize this feature. And yes, you're right. Adding multiple approvers is currently unavailable in QBO Australia. However, one user with admin access can act as an approver for this customized workflow setup. This allows you to establish an efficient approval process. 

 

It's also important to keep in mind that only one PO approval workflow can be set up at a time. This means that you can set up all the necessary criteria you want to be checked for PO approvals in this existing workflow. You also have the option to turn them on or off to disable them if they're no longer in use. 

 

With that said, we appreciate your insights and encourage you to send your feedback directly to our product developers. To do this, please follow these steps:

 

  1. Select Settings, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

Our product developers regularly review feedback from our customers and use it as a basis for future updates and improvements. We put your input into account as it helps us make QuickBooks a better accounting solution for everyone.

 

Lastly, after you create your workflow, learn how to review your open tasks or manage your workflows by visiting this article: Add and review tasks for your team in QuickBooks Online Advanced. 

 

If you need further assistance with setting up your custom workflows, leave a word in the comments and I'll get back to you swiftly. Have a good day. 

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