I understand the importance of being able to let the bookkeeper know the reason for the denied invoice, Angela. I've got some information that can help you with this.
In QuickBooks, there's no specific field where we can enter the descriptions to let the bookkeeper know the reason for the denied approval. As a workaround, you can review the conditions in the Workflows window just to verify what info to include in your workflow.
Here's how:
- Go to the Workflows menu located at the left navigation panel.
- Click the My Workflows tab to see the created workflows.
- Choose a workflow.
- In the Actions column, press the colon button. Then hit Edit.
- In the Edit workflow, review the following:
- Do this in QuickBooks: make sure that you've got the right email.
- When this happens: verify or make an edit on what info must be included in your workflow.
6. After making these changes, click Save.
If you want to learn more about how to set up workflows to send reminders to your customers or your team, you may see this article: Use workflows in QuickBooks Online Advanced to send reminders.
For further concerns regarding workflows, feel free to reply or reach out to the Community. We're here to help you. Stay safe.
