First, I will show you how to easily create a rule directly from the invoice editor.
(Norwegian language in Compello Process)
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(ENG)Produktnyheter; Opprette regel fra bilagseditor(Copy)
Marketing Compello
Updated: Dec 10, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Compello, powered by Supademo.
Steps
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First, I will show you how to easily create a rule directly from the invoice editor.
(Norwegian language in Compello Process)
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Video step
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First, I locate the invoice I want to work with from the task list.
Let's do this!
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Once you have finished posting a. invoice and assigned it to the approvers—Daria, Atle, and Håkon in this case—you can select the line you have posted and choose "Create new rule from invoice" from the menu bar above.
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You can find it here on the menu bar.
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Compello vil da komme med et forslag på regel for deg. Her kan du endre på kriterier ved og legge til eller fjerne, endre godkjennere og verdier.
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Remember to check "Can be overridden" so that the rule doesn’t apply during exceptions.
This means you decide, not the system.
If you are posting on multiple lines, remember to change from "on supplier line" to other lines under the "Then" criteria.
When you are satisfied, finish by clicking "Save."
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The new rule that you and the system have created now appears at the bottom of the list of rules.
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We can also look at how you can easily set up rules yourself. Click on the "+" sign.
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Fill in the information and select the values you want to set up rules for. In this case, I will demonstrate a distribution by project.
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Adjust which line the rule should apply to in the dropdown menu.
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Finish by clicking "Save."
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Here is the new rule you have created.
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While we're in the rule module, I thought I'd show you Distribution Rules.
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Under Distribution, click on the "+" sign to create a new distribution rule.
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Here, I set up a distribution rule with an amount limit greater than 10,000 kroner on the supplier line. For Eirik to be assigned as approver 2, the amount on the supplier line must exceed 10,000 kroner, and Atle must be approver 1.
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I hope this helps you feel more confident in automating the distribution!
If you have any questions, our excellent support team is happy to assist you. Feel free to email them at [help@compello.com](mailto:help@compello.com) :)