Approval Matrix

The Approval Matrix enables you to create a dollar-based amount matrix for invoice approvals. This enables an invoice to be automatically routed through the hierarchy of approvals based on the Approver, their dollar limit, and the Next Approver.

How to Access

The Approval Matrix is accessed by selecting the Configuration Option in the upper right corner of the Dashboard.

Within the Configuration Option you can select the Approval Matrix.

From the Approval Matrix screen, you can add, edit, or delete rows within the matrix. Each user listed in the Approval Matrix should have a hierarchy that ends with a Final Approver and an Unlimited Approval Limit.

To add a row to the matrix, click 'Add User'.
- From the drop-down, click the user to add, The new user row will be added to the bottom of the matrix.
- Enter the Approval Limit and Next Approver into the corresponding fields.
- The last Approver in the hierarchy for each user should be set to "Final Approver" and the Approval Limit should be set to "Unlimited".
  - Note: To update the Approval Limit for a "Final Approver" you will need to remove 'Final Approver' and replace it with an actual user, then you will be able to update to an actual $ amount.
To delete a row from the matrix, click the 'minus' sign to the left of the user name.
To edit the Approval Limit or Next Approver for a user, click on the corresponding field for that user and enter the updated value.

The matrix includes a Status column to indicate the user's current status.

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