Route sales and purchase documents, journal batches and master-data changes by amount, dimension, field value or margin to users, groups, dimension owners or a manager chain. It writes standard approval entries, so Requests to Approve and the mobile app keep working, and approval-neutral edits don't restart the approval.

See an order routed

Purchase orderPO-2031Amount 48,200.00
Department OPSReleased

Matrix ruleAmount over 25,000 and Department OPSMatched · 2 steps

Step 1Department owner, OPSApproved

Step 2ControllerApproved

Expected Receipt Date changed. Approval-neutral field, so the approval continues.

ResultReleasedReady to receive

Writes standard approval entries, so Requests to Approve and the mobile app keep working.

What it does

Versioned matrices: Draft, activate and close matrix versions with prioritized rules on amount, fields, dimensions, margin and discount.
Real approver structures: Single users, quorum groups, sequential limits, dimension owners, manager chains and backups.
No re-approval loops: Define which changes are approval-neutral so a corrected date or comment doesn't send the document back.
Safety checks: Fallback approver, segregation of duties and a health check that blocks a faulty matrix. Nothing is approved without an approver.
Audit history: A hash-chained audit trail from quote to posted invoice, with an approval history on every document.

Approval Matrix

See an order routed

What it does

Get Approval Matrix when it launches