Can I copy rules between Approvers? (NetSuite)

• Related Articles

• How to copy rules from one user to another

  Organisation Administrators can copy rules between users in the following matrices: Requester matrix – for copying rules between Requesters Approval matrix – for copying rules between Approvers Review and coding matrix – for copying rules between ...

• How can I copy rules from one user to another? (Xero)

  Organisation Administrators can copy rules between Requesters, Approvers (Editors) or Reviewers within the same step and matrix as well as between different steps of the same approval workflow. This is how it works: In the main menu, find the ...

• How can I copy workflow settings to another Organisation? (NetSuite)

  ApprovalMax supports a tool for copying a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the workflow ...

• How alternative rules in the approval matrix work (NetSuite)

  The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill. Conditions are set based on the master data received from NetSuite: Vendors, Items, Accounts, etc. This is how you add an ...

• Do Approvers need access the connected accounting platform for approving?

  No, Approvers who authorise requests don't need access to Xero, QuickBooks Online, or NetSuite in order to approve requests in ApprovalMax — this is one of the core benefits of ApprovalMax.