Knowledge Base ApprovalMax ApprovalMax Administration Setting up approval workflows

            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. Conditions are set based on the master data received from Xero / QuickBooks Online: suppliers, tracking categories, accounts, etc.


            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   .




            Updated: 03 Mar 2019 07:12 PM
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