Parallel and sequential approvals in Xero
ApprovalMax supports both parallel and sequential approvals for documents.
Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document.
Set sequential approvals if you have approvers from different departments.
- To set up parallel approvals, add several Approvers to the same step. All of them have to approve before the document moves on to the next step.
- To set up sequential approvals, add Approvers in several steps. The document moves on to the next step (and next Approver) once the Approver in the previous step has approved.
How alternative rules in the approval matrix work
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice or Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...
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, ...
How can I set up an approval matrix?
This is how you define the conditions for the selection of Approvers in a step: In the step, click on the icon “Approval matrix” If necessary, add Approvers for this step via the button Specify the conditions that will determine who approves what. ...
Video: How to set up an approval matrix
ApprovalMax product walk-through: how to set up an approval matrix in ApprovalMax https://www.youtube.com/watch?v=e5EwmMQEYdo
What is a Default Approver?
When a new tracking category, inventory item, or account code is added in Xero, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified ...