Payments
You can add bill details to the email you'll send to your approver, LunaJohn.
You can choose to send an email to someone within the company. Define the subject and body or use the defaults. Let me show you the steps that you can soon use once you upgrade your subscription. I'll also be providing screenshots as references.
- Log in to your QuickBooks Online account.
- From the left menu, click Workflows.
- To use our built-in styles, select Templates > Create under Set up bill approval tile, or click the + Custom workflow button at the upper-right.
- Enter a Workflow name and assign the task to your team and then the Task name.
- Click the Send a company email box. Enter the message you want to send to your approver.
- If you want to add other details in the email you can type #.
- Enter the conditions and then Save and enable.
After you create your workflow, you'll want to know how to review your open tasks or manage your workflows.
If you have any more questions, please feel free to reply to this post. All of us here in the Community are eager to help!
