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? (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 open Approval Workflows under Workflows And Settings: Select an approval workflow, or create a new one: Then, navigate to ...
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 ...