How alternative rules in the approval matrix work (QuickBooks Online)
The rules that determine which Approvers will be selected for each particular Bill / Purchase Order or Expense 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
. Select your Organisation, and open "Approval workflows" page under "Workflows and settings" section.
- 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:
Related Articles
How alternative rules in the approval matrix work (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...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 ...How can I set a "Does not match" condition in the approval matrix?
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...How alternative rules in the approval matrix work (Stand-alone)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular request. Conditions are set based on the master data created in the approval matrix. This is how you add an alternative rule: ...How can I set up an approval matrix?
This is how you define the conditions for the selection of Approvers in a step: In the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section. Choose the approval workflow. Inside, navigate to the ...