My bill approval workflow works when I create a bill from the Expenses page but does not work when I create a bill from the Transactions - Receipts page, is there a fix?

Allow me to provide some information about the workflow and guide you on what to do, debbie131.

For now, since the Receipts page is a newly added feature, it doesn't follow the same workflow when creating a bill from the Expenses page. As a workaround, you can manually attach the receipt to your bill. I've added a screenshot for your reference so you'll be guided visually:

Please check this article for more information: Enter Bills And Record Bill Payments In QuickBooks Online. In addition, once you enter a bill payment, QuickBooks downloads the latest transactions automatically. You can check out this article for your reference: Categorize And Match Online Bank Transactions In QuickBooks Online. 

Keep me posted if you need further assistance about creating a bill and its' workflow. I'll be right here to help you. 

Thanks for the reply.  I do know how to add an attachment when creating a bill manually but was wanting to take advantage of the receipt/bill scan and extract to quickly create bills without doing all the manual steps.  Can you let me know when Workflows will work on the Receipts - Create Bill functionality?

Hello there, debbie131.

I'd like to share what I know about the Bill functionalities in QuickBooks Online.

After the bill is created, it will always post directly to your books. But since the receipt won't follow the workflow for the bills functionality. You can attach the receipt while creating the bill. This way, you can easily match the bill payment by checking the attachment you added.

I've added this article with the video tutorial in adding an attachment for Bills and Expense: How to Attach Documents To Transactions: Bills & Expenses.

I also suggest consulting an accountant for the best way to pay your bills or handle other vendor transactions. You can provide this link as their reference: Expenses and vendors.

Get back to us if you still have other questions about bills in QuickBooks Online. We are always here to help. Have a  nice day!

Hi,

I'm using the following standard QBO method to create the bill: https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/manage-your-receipts-in-the-rece... which has been around in QBO for a while now.  The issue is when I select "Create bill", the workflow for bill approval is not invoked:

Here's the Workflow which works when creating Bills using other methods:

When will the Workflows functionality be updated to work when bills are created on the Transactions - Receipts page?