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!
