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 open Approval workflows page under "Workflows and settings" section.
- Choose the approval workflow.
Inside, navigate to the step and open approval matrix by clicking on the icon “Approval matrix”.
- If necessary, add Approvers for this step via the button
- Specify the conditions that will determine who approves what.
Field in Approval Matrix Level in the document Workflow where applicable Total amount Header PO, Bill, Batch Payment, AP Credit Note, AR Credit Note, Sales Invoice, Airwallex Batch Payment Requester N/A PO, Bill, Batch Payment, Contact, Airwallex Batch Payment Supplier Header PO, Bill, Batch Payment, AP Credit Note, Airwallex Batch Payment Tracking Category Item PO, Bill, AP Credit Note, AR Credit Note, Sales Invoice Account Item PO, Bill, AP Credit Note, AR Credit Note, Sales Invoice Item Item PO, Bill, AP Credit Note, AR Credit Note, Sales Invoice Tax Item PO, Bill, AP Credit Note, AR Credit Note, Sales Invoice Branding Header PO Bank Account Item Batch Payment, Airwallex Batch Payment Customer Header AR Credit Note, Sales Invoice
A user will be selected as an Approver when the specified criteria are fulfilled, as illustrated in the example below:
- Olivia will be added as an Approver if the amount (USD) is over or equal to 1,000.
- Peter will approve requests with any amount and Olivia as a Requester.
Routing of the request to an approver will be done based on the values specified for the different fields. During approval matrix setup you can use either "match" condition/alternative rules or use negative conditions for each approver.
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