Configure Approval Matrix

What is an Approval Matrix?

Depending on the Journal amount, a Journal Entry may require approval from different approvers. The Approval Matrix consists of conditions that define approvers for different Journal amounts. Users can configure the approval conditions from the Approval Matrix page.

The Approval Matrix for a Account consists of the following:

• First Approver: Email ID The unique identifier of an item. for the first approver

• First Threshold: The amount for which new Journal uploads get flagged for review from the First Approver

• Second Approver: Email ID for the second approver

• Second Threshold: The amount for which new Journal uploads get flagged for review from the Second Approver

Example Use Cases for Approval Matrix:

These are some of the examples for configuring Approval Matrix in your organization:

• Configure medium-sum Journal uploads to require approval from a division head

• Configure large-sum Journal uploads to require approval from the CFO

Add a New Approval Condition

Follow these steps to add a new Approval condition:

1. Go to Journal Entry > Approval Matrix from the sidebar. The Approval Matrix table displays existing approval conditions.
   

2. Click the Plus (+) button below the last row.
   

3. Fill in the following fields:

   • Key: A record identifier

   • CompanyCode: SAP Company Code

   • Account: SAP Account number for the company code

   • FirstThreshold: The first threshold amount

   • FirstApprover: The first approver email

   • SecondThreshold: The second threshold amount (Optional)

   • SecondApprover: The second approver email (Optional)

4. Click Save.