Delegate with confidence, manage cash flow, and boost transparency with customizable bill workflow approvals.

• Delegate accounts payable tasks confidently.
• Maintain cash flow oversight with a dashboard that tracks bills that need approval.
• Employees get timely reminders so they don’t miss a bill approval deadline.

To set up as Admin:
1. Select the Company tab in the QuickBooks Desktop main menu.
2. Select Set Up Approval Processes.
3. Click Get Started.
4. Click on Bills.
5. Enter the Details and Conditions.
6. Click Save & Activate.
7. Review conditions and click OK.
8. Click OK in confirmation widow.

To set up as Requester:
1. Select the Vendors tab in the QuickBooks Desktop main menu.
2. Select Enter Bills.
3. Enter the Address, Amount and other information on the bill.
4. Click Save & Close or Save & New.
5. Click Yes, Send for Approval in the pop-up window.
6. Click OK.

To set up as Approver:
1. Select the Company tab in the QuickBooks Desktop main menu.
2. Select Track and Approve Transactions.
3. Click Select on the right side of a transaction.
4. Choose Approve or Reject in drop-down menu on the right.