Setting Up Tier Definitions for Journal Entries

Building Your Approval Rules

Go to Settings > Technical > Tier Validation > Tier Definitions (developer mode) → Create.

Defining a Tier

• Model – account.move for journal entries/vendor bills.
• Definition Domain – a filter deciding which records need this tier (e.g. only vendor bills over a certain amount, or only entries in a specific journal).
• Reviewer – a specific user, or a Reviewer Group (any member of the group can approve).
• Sequence – if a record needs multiple tiers, this sets the required order (e.g. Finance Manager first, then CFO).
• Notify Reviewer – whether the reviewer gets an automatic notification when their review becomes due.

A Typical Setup

• Vendor bills under a threshold: no tier required, posts normally.
• Vendor bills over the threshold: Tier 1 requires the Accounting Manager.
• Vendor bills over a much higher threshold: Tier 2 additionally requires the CFO/Owner.

Per-Vendor Approver

Beyond amount-based tiers, set a specific Approver directly on a vendor's contact record — enabling Require Approver in Vendor Bills (Settings) means every bill from that vendor specifically needs that named person's sign-off, regardless of amount. Useful when one person owns the relationship with a particular supplier and should always see their invoices before payment.