ApprovalMax allows you to restrict the data that Requesters can access when creating Batch Payments. For example, you can configure access so that a Requester can select only Bills for specific vendors or currencies.
The Requester matrix controls who can create Batch Payments and which Bills they can submit.
This is how you restrict a Requester:
Click on the Matrix icon in the first step of the workflow to open the Requester matrix.
In the Requester Matrix, each Requester is displayed in a separate row. For each Requester, you can configure which Wallets and Vendors they are permitted to use when creating Batch Payments.
For both the Wallet and Vendor fields, you can choose one of three conditions: Any, Matches, or Does not match.
In this example, the Wallet field is set to Matches with USD selected, meaning the Requester can only create Batch Payments using the USD Wallet. The Vendor field is set to Does not match, with Bluegum Wealth, Cal Telephone, and Computers by Jenni selected, preventing the Requester from creating Batch Payments that include those Vendors.
Once you have finished configuring the Requester matrix, click Done to save your changes, then activate/update the workflow to apply them.