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
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, ...
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 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, ...
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 step, click on the icon “Approval matrix” If necessary, add Approvers for this step via the button Specify the conditions that will determine who approves what. ...
What happens if the Default Approver approves a request (QuickBooks Online)?
The Default Approver is a person specified in the approval step to cover cases where no Approver has been assigned based on the rules in the approval matrix. Consequently, the Default Approver's approval does authorise the step. However, the ...