How can I set a "Does not match" condition in the approval matrix?

How can I set a "Does not match" condition in the approval matrix?

The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note. Conditions are set based on the master data received from Xero: suppliers, tracking categories, accounts, 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:
  • Go to the main menu  in the upper left-hand corner and select your Organisation. Then, open the "Approval workflows" page under "Workflows and settings" section:


  • Choose the workflow and open approval matrix 

  • Click on the   button next to the field you want to set up.
  • In the drop-down menu, select "Does not match".
  • Save your changes by clicking on "Done".




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