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How can I restrict the Requesters of Bills? (NetSuite)

Updated over a month ago

ApprovalMax allows restricting Requesters in terms of what data they can see and use when creating Bills. For example, access rights for Bills creation can be configured so that a particular Requester is allowed to select only particular Vendors or a particular Account.


This is how you restrict a Requester

  1. Click on the Matrix iconin the first step of the workflow to open the Requester matrix:​

  2. Add the Requesters who will be allowed to create Bills.

  3. Specify the restriction criteria, such as: Vendor, Account, Expense Category, Department, Class, Location, Item.

  4. Click on DONE and save your changes:​




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