How alternative rules in the approval matrix work (QuickBooks Online)
The rules that determine which Approvers will be selected for each particular request can be set in the approval matrix. The conditions are based on the master data received from QuickBooks Online: Vendors, Products/Services, Locations, etc.
This is how you add an alternative rule:
- In the main menu select your Organisation, and open "Approval workflows" page under "Workflows and settings" section.
- Select the respective workflow:
- There, navigate to the step and open the approval matrix by clicking on
.
- Then click on the three-dot button
next to the Approver for whom you want to add alternative rule and choose "Add an alternative rule" to specify the rule:
- To remove a rule, click on the symbol
next to the line you want to remove:
- When finished, save your changes by clicking on
in the upper right-hand corner of the matrix and save/update the workflow
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