August 24, 2021
Read about the latest new features and improvements in QuickBooks® Online this month.
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Smart Insights in performance center for QuickBooks Online Advanced
The new Smart Insights section located in the QuickBooks® Online Advanced performance center analyzes KPI trends and highlights what’s driving them in a prominent place on your dashboard. You can also get alerts on critical KPIs, including revenue, gross profit, and expenses.
Changes coming to bill approval workflows in QuickBooks Online Advanced
New bill approver permissions will let you create custom user roles with the ability to approve bills by the end of August.
Currently, only admin users can approve bills in QuickBooks Online Advanced. Combined with bill approval workflows, this update will allow companies to direct bills to the appropriate person for approval without giving them access to data and features they don’t need.
Admin users can now easily delegate approval decisions. The new workflow allows admins to implement better controls around their bill approval processes, without slowing down payments.
Sources & Disclosures
Some content and images adapted from Intuit / QuickBooks source materials, including support websites; QuickBooks Blog; Firm of the Future, & Intuit Developer Blog. Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.