Authority Limits Example

Question

Does anyone have an example of a workflow where you have a list of people and their approval authority limits (i.e, person with level 1 limit can only approve claims under 75,000) and compare to a list of payments made (i.e a list of all claim payments) to ensure that every payment made was within the authority limit of each individual? This would be a quick way to automate a control test for a full population.

danilang · Answer

Hi @tgarf12

Here's a simple example

The top input contains the limits for each person and the bottom one, the transactions.  Join the limits to the transactions on Person and use a formula to check if the transaction is over the person's limit

Dan

AuthorityLimits.yxmd

gabrielvilella · Answer

This would be easy to demonstrate with some sample data if you could share that.