In order to save time, you have the option to set up automation rules.
You can establish rules based on the amount. For example: if the amount is €10,000 or more, the approver is [email protected]. Note that several approvers can be entered.
You can establish rules for each supplier. For example: if the supplier is Blé Doré, the payment method is direct debit.
You can establish rules for each category. For example: if the category is Marketing, the approver is [email protected].
To create and view rules:
Click on “Automation” from the left-hand menu. You will find a summary of the rules created;
These rules can be edited or deleted using the buttons displayed below each rule, and new rules can be added by clicking on “Add a new rule” in the top right;
Clicking on “Add new condition” allows you to create rules with several conditions.