Features

Multi-level approvals

Approval Matrix allows defining multiple approval rules based on various conditions, such as transaction value, initiating department, or transaction type, to determine when an approval is required.

Company-specific rules

This feature allows you to define different approval rules for each company within your organisation, ensuring that each company's unique needs are met.

Customer approval rules

By allowing you to set the required number of approvers and define specific authorised users for each level, Approval Matrix ensures accuracy, consistency, transparency, and accountability in the approval process.

How to use Approval Matrix

• E.g. to use it on Sales Order, download & install the Sales Order Approval Matrix module
• Go to Settings → Users & Companies → Users.
• Choose which user to grant the access to the Approval Matrix.
• In the Other section inside the Users view, fill in the Approval Matrix and Rejection Message part, then Save & Refresh.
  


• Define your rules and users to approve the request
  
  
  

Why you should use Approval Matrix

Increased efficiency

You can save time and effort by automating the approval process and streamlining the routing of approval requests.

Expenditure and budget management

Allows predefined approval rules and limits for purchases, ensuring that expenses are within budget and approved by the appropriate parties.

Improved decision making

Improves accuracy and consistency in decision-making by ensuring that all decisions are made according to predefined rules and guidelines.

Greater transparency and accountability

Provides a clear and documented trail of approvals, including who initiated the request, who approved it, and when it was approved.

Contact & Support

Having trouble with the module or need additional features?
Contact us at:
Email : modules@portcities.net
Website : https://www.portcities.net