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darrenclemente-o
Level 1

How do I setup an approval workflow for bills? For example, accountant enters the bill and it electronically routes to manage for approval.

 
2 Comments 2
jamespaul
QuickBooks Team

How do I setup an approval workflow for bills? For example, accountant enters the bill and it electronically routes to manage for approval.

Hello, darrenclemente-o. 

 

An accountant has full access to your company file. We're unable to set up an approval workflow for bills. 

 

After a bill is created, it will always post to your books directly. 

 

Though, your manager can check who created the bills in the Audit Log report. From there, they can scan through the events for unapproved bills.

 

I'd be happy to show you and your manager on how to view the report: 

 

  1. Click the Gear icon, then select Audit log.
  2. Click the Filter button.
  3. Check Transactions, then hit Apply

 

auditlog1.PNG

 

You can also check for a third-party app that can set up an approval workflow in QuickBooks Online. Simply go to the Apps tab then look for an app using specific keywords such as "workflow."

 

Our developers might add a workflow approval in QuickBooks Online in the future. For now, I suggest checking our QuickBooks Blog from time to time for updates and release notes. 

 

Need to pay your bills or handle other vendor transactions? Your accountant or your manager will surely find our help articles useful. Browse them in our Expenses and vendors topic page

 

I'm down to address any other concerns you might have in QuickBooks Online. I'll keep this thread open just in case. I'll see you real soon. 

Fiat Lux - ASIA
Level 15

How do I setup an approval workflow for bills? For example, accountant enters the bill and it electronically routes to manage for approval.

@darrenclemente-o 

Open a Melio account and set approval to pay your bills between your team. You will only be charged fees to pay your bills by credit cards. 

https:// melio.grsm.io/quickbooks

 

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