Tradogram includes a built-in tool to test approval rules and confirm whether they will trigger correctly before you roll them out.

Accessing the Test Approvals Tool

1. From the top-right corner of the screen, click the dropdown arrow.
   
   
2. Select Manage Branch.

3. Navigate to the Approvals tab.
   
   
4. Click Test Approvals.

Running a Test

In the Test Approvals window, you can simulate a transaction by selecting criteria such as:

• Transaction Type (required)
  
  
  
  • Requisitions
    
    
  • Expenses
    
    
  • Contracts
    
    
  • Requests
    
    
  • Purchase Orders
    
    
  • Invoices (PO and Non-PO)
    
    
  • Budgets
    
    
• Created By – the user who creates the transaction (required)
  
  
• Department – the department associated with the transaction
  
  
• Category – the item category on the transaction
  
  
• GL Account – account linked to the items
  
  
• Supplier – supplier linked to the transaction
  
  
• Amount – the transaction value
  
  

Note: You do not need to fill in all options. At minimum, select a Transaction Type, Created By, and at least one additional criterion.

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Results

After entering your criteria, the system will show:

• Which approval rules will be triggered at the bottom of the screen.
  
  
• Which approvers will be required.
  
  
• If no approval rules are triggered, you’ll know to adjust the criteria or approval rule settings.

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