Bill approval - workflow

Hello, Steve. 

I'll shed some light on why the bill isn't being sent for approval. I'll also lay down some steps to make sure the workflow sends it to the approver. 

Did you click on the Save and send for approval button? If not, we'll want to re-open the bill or invoice, then click on the button. This is likely the reason why the bill is not yet sent for approval. 

Also, when creating and saving the bill (clicking the Save button only), a pop-up would normally appear. Make sure to click on the Send for approval option. 

This would send an email notification to the approver that the entry is ready to be approved. 

However, if the bill is not sending after clicking the save buttons, then this is likely caused by a damaged template in your list. In this case, we'll want to delete and recreate the template. Then, create the bill again for approval. 

Before deleting, take note of the template settings. With that in mind, here's how to delete it: 

1. Go to Workflows.
2. Click the My Workflows tab. 
3. Find the bill approval template, then click the three-dot icon under ACTIONS.
4. Select Delete. 

Recreate the template with the same settings, then make the bill again for approval. 

Need more help with workflows and custom templates? I'll include these articles if you need a guide or two: 

• Use workflows in QuickBooks Online Advanced to send reminders
• Create custom workflows in QuickBooks Online Advanced

If you need help tracking your cash flow using reports in QuickBooks, check out this guide for more details: Track your cash flow in QuickBooks Online.

I'd be glad to help you out again if you need help with your bills or workflow templates. If you happen to come across any difficulties while running reports or managing other transactions, leave a reply below. My colleagues and I will reply as soon as possible.