This is how you define the conditions for the selection of Approvers in a step:

• In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings.
  Select and open the workflow:
  
  
  
  
• Navigate to the step and open its approval matrix by clicking on the  icon:
  
• If necessary, add Approvers to this step via the button.
  
  
• Specify the conditions that will determine who approves what.
  
  

  Field in the approval matrix	Level in the document
  Total Amount	Header
  Requester	N/A
  Vendor	Header
  Account	Expense Lines
  Expense Category	Expense Lines
  Item	Item Lines
  Department	Expense Lines and Item Lines
  Class	Expense Lines and Item Lines
  Location	Expense Lines and Item Lines

  
  A user will be assigned as an Approver when the request fulfils the specified criteria, for example:
  
  
  
  

1. Under (<): no value is included in the rule
   For example: Amelia approves all requests with a total amount under 1000 USD, so all requests with a total amount up to 999.99 USD will be routed to her. Requests with a total amount of or over 1000 USD will be routed to Beverly.
   
   
   
2. Over or equal (>=):  the rule includes a value
   As per the above example, Beverly approves all requests with a total amount of or over 1000 USD.
   
   
3. Between (<= N<): the rule includes a lower limit but no upper limit
   For example: Daniel approves requests with a total amount between 1000 and 5000 USD; Beverly approves all requests with a total amount of or over 1000 USD. Any request with a total amount of 1000 USD and up to 4999.99 USD, will be routed to both Daniel and Beverly. Requests with a total amount of or over 5000 USD, will only go to Beverly.