TRANXACT.AI Training

Approval Rules, Ladders and Whose Turn It Is

A duplicate approval rule is refused and an overlapping one asks first, Build approval ladder saves a rule with all its levels at once, and My approvals shows documents that are coming to you.

Every approval rule that matches a document applies, so two rules with the same conditions make every document collect both sets of signatures.

Practical · 7 minutes · 8 steps · 3 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

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