How can I set up editing rules for Approvers?
Currently, Editing on Approval is available for Xero Purchase Order, Bill, Sales Invoice and Quote workflows.
An Organisation Administrator/Workflow Manager can set up editing rules for Approvers in any step.
This is how you set up editing rules for Approvers:
- Find your Organisation in the main menu and open Approval Workflows under Workflows And Settings:
- Click on the Purchase Order/Bill workflow:
- Click on the approval matrix icon
in any workflow step to add editing permissions for its Approvers:
- In the approval matrix, click on EDITING MATRIX:
- To grant editing permissions, tick the checkboxes next to the fields you want to allow Approvers to modify:
- When finished, click on SAVE in the editing matrix. Then on DONE in the approval matrix and, finally, on Update/Activate the Workflow to apply your settings.
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