Can Approvers see only their Line Items in a request?
If requests contain multiple lines with different Tracking Categories/Accounts etc. that need to be
approved by different Approvers, it is possible to set up different approval
conditions for each Approver in the approval matrix.
Please see an example below:
An approval request created in/pulled from Xero with 3 lines for the Marketing, G&A and Sales departments will be routed to Kaitlyn, Lucy and Nikolas. However, each Approver will see the whole request. Unfortunately, it is not possible to split a request by Line Item for different Approvers in a way that each one can only see their line.
Please see an example below:
An approval request created in/pulled from Xero with 3 lines for the Marketing, G&A and Sales departments will be routed to Kaitlyn, Lucy and Nikolas. However, each Approver will see the whole request. Unfortunately, it is not possible to split a request by Line Item for different Approvers in a way that each one can only see their line.
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