How alternative rules in the approval matrix work

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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