This is how you specify the conditions for Approver selection in a step
In the main menu, find your Organisation and go to Approval workflows under Workflows and settings. Then open the respective workflow:
Navigate to the step and open its approval matrix by clicking on the
icon:
If necessary, add Approvers to this step via the
button.
Specify the conditions that will determine who approves what:
Field in the approval matrix | Level in the document |
Total Amount | Header |
Requester | N/A |
Vendor | Header |
Account | Expense Lines |
Expense Category | Expense Lines |
Item | Item Lines |
Department | Expense Lines and Item Lines |
Class | Expense Lines and Item Lines |
Location | Expense Lines and Item Lines |
A user will be assigned as an Approver when a request fulfils the specified criteria. In this example:
Joanna will be added as an Approver if one of the Accounts in the Bill matches Expenses
Nicolas will approve requests with a total amount of or over 5000 GBP, or if the Account matches Rounding Gain/Loss irrespective of the amount
Requests will be routed to the Approvers based on the values specified for the different fields. During the approval matrix setup, you can use either the "match" condition/alternative rules, or negative conditions for each Approver.
For the Total Amount you can apply the following conditions
Under (<): no value is included in the rule
For example: Amelia approves all requests with a total amount under 1000 USD, so all requests with a total amount up to 999.99 USD will be routed to her. Requests with a total amount of or over 1000 USD will be routed to Beverly.
Over or equal (>=): the rule includes a value
As per the above example, Beverly approves all requests with a total amount of or over 1000 USD.
Between (<= N<): the rule includes a lower limit but no upper limit
For example: Daniel approves requests with a total amount between 1000 and 5000 USD; Beverly approves all requests with a total amount of or over 1000 USD. Any request with a total amount of 1000 USD and up to 4999.99 USD, will be routed to both Daniel and Beverly. Requests with a total amount of or over 5000 USD, will only go to Beverly.