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Tim Rodman
Hello -
I read through the questions asking about Approval Maps and Company Trees but I'm still not sure how to create the criteria whereby:
Bills are created by our AP Coordinator then:
Bills<$10K require one approval; we have 5 different people who can do that one approval so if one person on vacation it can go to others
Bills $10K-$49,999.99 require two approvals; any two combo of the above 5 people
Bills>$50K require two signatures one of whom must be a board member (choice of three board members)
I'm new to Acumatica and I've been on Community and worked with an independent consultant but have been told it isn't possible for the email to go to more than one person and/or the same person could do the 2 approvals step
Thank you!
Anne
We have the exact same scenario for payment approval and I did get this to work, kind of. It would work just fine until one certain person jumped in and did an approval in the second tier. If that person approved a payment then everyone else in the group had to approve it. If anyone else approved it it was done unless it went to the next level. So, if you get this to work I would love an update.