Can Budget Checking be used as an additional approval condition in the matrix?

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• Can I use Budget Checking as a condition in workflows?

  No, at the moment, it is not possible to use Budget Checking as a condition in approval workflows.

• How can I set up an approval matrix? (QuickBooks Online)

  This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings: Select the workflow: Navigate to the step and open its approval ...

• What is the Budget Checking feature?

  The Budget Checking feature makes sure that an Organisation does not overspend, i.e. does not spend more money than intended: Budgets are prepared either in Xero or some other 3rd-party system, and then uploaded/synced to ApprovalMax where Bills and ...

• How can I set up an approval matrix? (Xero)

  This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings: Select and open the approval workflow: Navigate to the step and open ...

• How can I set up an approval matrix? (Cin7 Core)

  This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings: Select and open the approval workflow: Navigate to the step and open ...