The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular
Bill / Purchase Order / Sales Invoice. Conditions are set
based on the master data received from Xero / QuickBooks Online: suppliers, tracking categories, accounts,
This is how you add an alternative rule:
Click on the "three dot" menu highlighted in the illustration below.
Specify the rule.
In the example above, Mike will approve:
If the Requester is Emma Ryan OR If the business unit equals to Business Unit 1 or Business Unit 2 AND the cost centre equals to Cost Centre 3 OR If the account equals to Account 310, 320, 325
To remove a rule, click on the red X symbol next to the line you want to remove.
When finished, don't forget to save your changes by clicking on .