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Approval Workflow based on GL Code
Approval Workflow based on GL Code
Updated over 4 months ago

Prerequisites:

Before you begin, ensure you have the following:

  • Admin role on your account.

Step-by-Step Instructions

Step 1: Access "Manage Workflows"

  • Switch to the Admin section.

  • Click on "Configurations" in the admin panel.

  • Choose "Manage Workflows" from the configuration options.

Step 2: Create or edit a workflow

  • To edit an existing workflow, click on the workflow number. If you want to create a new workflow then click on "Action" > Add Workflow

  • Under the approval levels, select "Individual User" for Workflow Type and Click "Add Condition".

  • Select the user who should be the approver and select "Account" under Type > Pick the GL Code from the drop-down.

  • Click "Add Level" to add an approver for other GL Codes and follow the same process.

  • Save the changes and click on submit.

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