Video: How to set up an approval matrix

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• 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)

  In the approval matrix, you can define the rules that determine which Approvers will be selected for each particular approval request. Such conditions are set based on the master data received from Xero: Suppliers, Tracking Categories, Accounts, etc. ...

• How can I set up an approval matrix? (NetSuite)

  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 workflow: Navigate to the step and open its ...