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 approval request. Conditions are set based on the master data received from Xero: suppliers, tracking categories, accounts, etc.
This is how you add an alternative rule:
- Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section.
- Choose the approval workflow.
Inside, navigate to the step and open approval matrix by clicking on. Click on the three dot button
next to the approver you want to add alternative rules:
- Select "Add an alternative rule" and specify the rule.
- To remove a rule, click on the symbol
next to the line you want to remove.
- When finished, save your changes by clicking on
in the right upper corner of the matrix and save/update the workflow:
Important note: Be careful not to use overlapping rules. In the example below, rules set in a way, that Nikolas should approve all requests except from Microsoft OR any requests from Accounts 310, 400,404. This means that if we receive a request from Microsoft with Account=310, it will be assigned to Nikolas despite he has a rule not to approve requests from Microsoft.Related Articles
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