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?

      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

      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, ...
    • 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 ...
    • Video: How to set up an approval workflow

      ApprovalMax product walk-through: how to set up an approval workflow in ApprovalMax  https://www.youtube.com/watch?v=aVOxw6QA0iY