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