What happens if I miss an approval deadline?
A missed approval deadline is not a locking
factor. However, to avoid elapsed deadlines, Approvers are sent a reminder message both 24 hours prior to and on the actual deadline.
If a deadline is still not met, the respective request will be marked as Overdue in the list of requests.
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 ...
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 ...
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 can I set up an approval deadline? (NetSuite)
During the workflow setup, you can specify a point in time by which a particular approval step should be completed. To do so, click on the clock icon in the approval step and set the time by which the decision should be made. Save your changes by ...
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, ...