How alternative rules in the approval matrix work (NetSuite)
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How alternative rules in the approval matrix work (Xero)
In the approval matrix, you can define the rules that determine which Approvers will be selected for each particular approval request. Such conditions are set based on the master data received from Xero: Suppliers, Tracking Categories, Accounts, etc. ...
How to add alternative rules in the approval matrix
You can set up alternative rules to choose an Approver based on multiple conditions. This means the Approver will be notified if any of the criteria are met. Alternative rules are helpful for handling exceptions or for Approvers working with ...
How to apply AND/OR conditions in QuickBooks Online approval rules
In ApprovalMax for QuickBooks Online, you can define how Product/Service and Category conditions behave in the approval matrix by choosing whether they should work together (AND) or separately (OR). If you're not familiar with setting up approval ...
How can I set up an approval matrix? (NetSuite)
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 workflow: Navigate to the step and open its ...
How to set up an approval matrix
Accessing the approval matrix and adding Approvers In the main menu, select your Organisation. Go to Approval workflows under Workflows and settings: Open the relevant approval workflow, or create a new one. Navigate to the step and click on the icon ...