Built for a client
Bill approvals outside QuickBooks
Give entry staff and approvers their own workspace. Pay in QuickBooks.
Discuss a similar projectUpload a bill and allocate its costs across jobs or work months. Keep the source invoice together in one workspace.
More about this project
Scope & timing guideThe business need
Different people need different parts of the bill process. The person entering a bill needs to capture the information. An approver needs to review it. The person paying needs the bill in QuickBooks. This project brings those roles together through a connected application.
How we approached it
Built within Metriaq, Fire & Forge’s business software platform, the workspace lets staff split costs across jobs and work months, then route the lines for approval. One invoice stays together on screen while its monthly portions post separately to QuickBooks. Entry staff and approvers can work without opening the books.
Current status
A new client implementation, built around the bill-entry and approval process. Early feedback has been positive. The application handles entry and review while payment remains in QuickBooks.
Would it fit your business?
A useful starting point when your bill-entry and approval process needs a dedicated interface connected to your books. We first compare your requirements with existing QuickBooks features and approval products, then scope any work that is still needed.