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Results for “approval” — 20 results

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Settings explained: Notifications

Configure alerts for important business events.

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Refund statuses: draft, pending, completed, cancelled

Track the lifecycle of a refund from creation to completion.

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Editing and deleting a refund

Correct or remove a refund depending on its current status.

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Filters and options in the Expenses by Category report

Complete reference for all available filters when generating the Expenses by Category report.

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Submitting and approving leave requests

How employees request leave and how managers approve or reject those requests.

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FAQ: Troubleshooting Purchase Orders

Quick answers to common questions about purchase order problems and solutions.

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Filters and options in the Expense Summary report

A complete reference to every filter available when running the Expense Summary report.

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FAQ: Refunds & Returns on Invoices

Quick answers to common questions about processing refunds and returns.

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Bill fields explained

Reference guide to every field on a bill: vendor, dates, items, amounts, and taxes.

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Running payroll

Calculate and process employee salaries for the current pay period.

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Owner/partner drawings

Record cash or equity withdrawals by business owners or partners.

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Handling expired stock

Remove or adjust inventory for products that have passed their expiry date.

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Bill shows unpaid after a payment

Understand why a bill's status doesn't update after you record a payment.

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Deleting a purchase order and its cascading impact

Learn when you can delete a purchase order and what happens to related goods and bills.

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FAQ: Refunds & Returns on Bills

Quick answers to common questions about returning goods and refunding bills.

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FAQ: Recording Expenses

Quick answers to common questions about entering and managing expenses.

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Leave types

Create and manage different categories of leave (vacation, sick, unpaid, etc.) for your organization.

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Deleting an invoice and its cascading impact

Understand what happens when you delete an invoice and when it is safe to do so.

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Buying and receiving raw materials

Purchase and receive components that will be used in production.

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Document-level discounts and discount templates on a purchase order

Apply a discount to the entire purchase order using templates or manual entry.