Workflows and approvals in Advanced

traceykellogg · ‎December 11, 2023

Just upgraded to QB Advance and am trying to set up a workflow to send accounts payable bills to leadership for approval:

I don't see a custom workflow for a single step of approving accounts payable bills, only a multiple level one even when I try to do a custom one. Each invoice needs approval from two of three of the leadership team.

Here's our policy:

"Two approvals are required for all payments to any individual or entity. Only the Executive Director, Deputy Director, and Program Director have authority to approve expenditures on behalf of the organization, regardless of method of payment, e.g. check, ACH, electronic transfer."

Is this possible? Right now we upload bills into the AirTable database to do the approval workflow, which seems inefficient.

Thanks!

AldritchM · ‎December 11, 2023

You're most welcome, @traceykellogg.

I can see how beneficial for you and your business an ability to customize specific workflows if they don't meet our needs. However, this isn't a direct feature in QuickBooks Online Advanced.

Sending feedback to our Product Developers will help them consider improving this feature for you and other users.

Select Settings ⚙, then Feedback.
Enter your comments or product suggestions.
Select Next to submit feedback.

If you have more questions about your managing your QuickBooks, don't hesitate to reply. I'm always around to help!

View solution in original post

ArielI · ‎December 11, 2023

Hello, @traceykellogg.

Let me share some insights about your workflow approval in Advanced.

To provide further clarification, it would be best to have a single person assigned as the approver to ensure a streamlined approval process. Moreover, assigning only those with admin access, such as the Executive Director, Deputy Director, and Program Director, as approvers would ensure that the approval process is handled by individuals with adequate authority and expertise. These measures would help ensure an efficient and effective approval process.

I'll include this article as future reference in customizing your address and forwarding images of receipts and bills. Then, you can review and categorize your bills and receipts: Email receipts and bills to QuickBooks Online.

If you have further questions about your workflow approval, you can always comment below. The Community is always available 24/7. Take care!

traceykellogg · ‎December 11, 2023

Thanks, Arielle. I appreciate the feedback.

I have a lot of experience with internal control requirements since I used to be an independent auditor.

I was interested in the ability to customize specific workflows if they didn't meet our needs. For example, starting from scratch and building out individual steps and triggers. The emailing process is more cumbersome than what we are currently doing.

Best,

Tracey

AldritchM · ‎December 11, 2023

You're most welcome, @traceykellogg.

I can see how beneficial for you and your business an ability to customize specific workflows if they don't meet our needs. However, this isn't a direct feature in QuickBooks Online Advanced.

Sending feedback to our Product Developers will help them consider improving this feature for you and other users.

Select Settings ⚙, then Feedback.
Enter your comments or product suggestions.
Select Next to submit feedback.

If you have more questions about your managing your QuickBooks, don't hesitate to reply. I'm always around to help!

traceykellogg · ‎December 11, 2023

Thanks, I will do that!

GenmarieM · ‎December 11, 2023

Hello, tracey.

I am happy to hear that your colleague was able to assist you with customizing workflows. Thank you for taking the time to express your appreciation towards my colleague. It is always a pleasure to know that our team's efforts have a positive impact on our customers.

I will make sure to convey your kind words to my colleague. Your feedback will inspire us to continue providing exceptional service to all our customers.

Please feel free to contact us if you require any further assistance.

4Gal · ‎December 11, 2023

@traceykellogg

You can signup for a free Melio account and use the approval feature. You can set up to 2 persons to approve a bill.

https://affiliates.meliopayments.com/quickbooks

You can also get $100 cashback to pay your first bill.

https://affiliates.meliopayments.com/cashback

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