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 approval request. 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:
- Select your Organisation in the main menu and open the "Approval workflows" page under "Workflows and settings" section.
- Choose the workflow and open approval matrix
- Hover over the field and 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".
Related Articles
How can I set a "Does not match" condition in the approval matrix? (Stand-alone)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular request. Conditions are set based on the Requester/values for created custom fields. Although positive rules are set by default, ...
How can I set up an approval matrix? (Xero)
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 approval workflow. Navigate to the step and open ...
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 alternative rules in the approval matrix work (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular approval request. Conditions are set based on the master data received from Xero: suppliers, tracking categories, accounts, etc. ...