The information in this article applies to administrations with the additional module Authorization management.
With conditional authorization, the authorization scheme of a transaction is automatically determined based on transaction data and it is no longer necessary to manually select the correct authorization scheme or manually forward an invoice.
Per authorizer, conditions and rules can be configured to determine when they must authorize a transaction.
Example: only authorize when general ledger account "5520 - Office expenses" is used and the amount (incl. VAT) is greater than € 50.00.
The desired conditions are defined in an authorization scheme and linked to one or more authorizers. For more explanation about this, read the section about conditional authorization in the article about authorization schemes.
Tip
To fully automate the authorization process of an administration, we recommend working with one authorization scheme and setting it as the default for the journals. This can be configured in the journal settings. In addition, you can choose to require authorization per journal to ensure that all transactions go through the authorization scheme.
please note: if a scheme is set as mandatory in the journal and the relevant transaction falls outside the conditions/criteria, the transaction will be processed automatically without authorization. In the archive it will then be marked as "authorized" without a scheme, since this applies to that transaction.