How can I set up an approval matrix? (Cin7 Core)
For the Total Amount, you can apply the following conditions:
- 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.
- 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.
- 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.
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Video: How to set up an approval matrix
ApprovalMax product walk-through: how to set up an approval matrix in ApprovalMax https://youtu.be/KSi_nhmf7vU?si=NKJ5oK2KNEIsKyZI
How can I set up an approval matrix? (Stand-alone)
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 an approval workflow, or create a new one: Navigate to the ...
How can I set up an approval matrix? (QuickBooks Online)
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 the workflow: Navigate to the step and open its approval ...
How can I set up approval steps? (Cin7 Core)
This is how you set up approval steps: In the main menu select your Organisation and open the "Approval workflows" page in the "Workflows and settings" section: Select a Purchase Order workflow, or design a new one: Create as many approval steps as ...
How can I set up an approval matrix? (NetSuite)
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 ...