Features

Rule Definition

Set rules and designate approvers for each Sales Order to ensure proper review and approval.

Approver Tracking

Track the progress of the approval process and see who still needs to approve.

Notifications

Send automated notifications to approvers once a Sales Order is confirmed.

Approve/Reject

Approvers can approve or reject a Sales Order directly from the Sales Order view.

How to use Invoice Approval Matrix

• Purchase & install the core module of Approval Matrix
• Install this 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
• Go to Approval Matrix and create a new rule for Invoice
• Define your rules and users to approve the request
• Once a Invoice is confirmed, it will sent request(s) to your defined Approvers
  


• To approve/reject, go to the Purchase Order and click on the Approve / Reject button
  

Contact & Support

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