Sync approval status in Quickbooks
The accountants and owners need to see the approval status in QuickBooks as they do not use Dext. Currently this information does not transfer to QuickBooks and QuickBooks online has a spot for approval status. They should be able to open a bill in QB and see that it has been approved without any additional documentation.
Liliana Winffel
shared this idea
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Pam Aseltine commented
It would be great if, once the invoice is approved in Dext and satisfies the approval workflow and ultimately posted to QBO, it would show ) who approved the invoice and on what date. Perhaps this can show in the Memo field?
Alternatively, attach a note (stamp) to the invoice pdf showing who approved and on what date?
For any auditor who reviews the QBO file, this would indicate that any approval requirements are met and well documented.
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Rachael Black
commented
For our auditors we must show the history of invoices being approved, currently we have to save the history in DEXT as a file and attach into Xero as an attachment. It is a manual process unfortunately and takes up additional time.
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Courtney Esteban
commented
Have the approval workflow trail documentation uploaded into QBO online with invoice/expense reports, like what Approval Max does