How can I set a "Does not match" condition in the approval matrix?
In the approval matrix, you can specify rules that determine which Approver will be selected for each particular Bill / Purchase Order. Conditions are set based on the master data received from QuickBooks Online: Vendors, Classes, Locations, etc.
Although positive rules are set by default, there is a way to add not only positive but also negative rules.
This is how you add a negative rule:
- In the main menu select your Organisation and open your "Approval workflows" page under "Workflows and settings" section:
- Open the respective workflow and click on the approval matrix icon
.
- Click on the
button next to the field you want to set.
- In the drop-down menu, select "Does not match".
- Save your changes by clicking on "DONE".
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