How alternative rules in the approval matrix work
The rules that determine which Approvers will be selected for each particular Bill / Purchase Order 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:
- Navigate to the main menu in the upper left-hand corner
. Under your Organisation, open "Approval workflows". Select the respective Purchase Order or Bill Creation and Approval 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 rules:
- Select "Add an alternative rule" and 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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