Skip to main content

How does the approval of Vendors work?

Updated over a month ago

In ApprovalMax you can configure a multi-step approval workflow for the creation of Vendors. This is a separate workflow that you need to set up and activate in order to use the Vendor approval process in ApprovalMax.


This is how it works

  • A new Vendor is created and submitted for approval in ApprovalMax:​



  • ApprovalMax starts the multi-step approval workflow as predefined for them in ApprovalMax:​

  • The respective managers get notified that their approval is required and make their decision.

  • When all approvals are in place, the Vendor status changes to Approved and the Vendor is confirmed in ApprovalMax:


​​

Learn how to set up the approval matrix for QuickBooks Online Vendors.

For more details please see our video How to perform Vendor approval.​





Did this answer your question?