Video: How to set up an approval matrix

Video: How to set up an approval matrix

ApprovalMax product walk-through: how to set up an approval matrix in ApprovalMax



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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 open Approval workflows page under "Workflows and settings" section. Choose the approval workflow. Inside, navigate to the ...
    • How can I set up an approval matrix? (Standalone)

      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 or create a new one. ...
    • 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 open Approval workflows page under "Workflows and settings" section. Choose the approval workflow. Inside, navigate to the ...
    • 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 Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...
    • 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 open the Approval Workflows page under Workflows and Settings: Choose the approval workflow: In the workflow, navigate to ...