Organization Rules

The Organization Rules page shows customized conditional approval rules that add an Approver when an invoice meets a threshold or value.

There are four rule types:

Billed to Date
Contract Value
Net Invoice Value
Percent Complete.

The Organization Approval Rules can be selected and further customized when setting up Conditional Approval Rules on a project.

See Project Approval Rules.

Conditional Approval Rules only apply to subcontracts using Serial Approval, which requires multiple Approvers to approve an invoice in a specific order. Contact your Textura implementation team for help creating and managing Conditional Approval Rules.

Creating an Organization Approval Rule

Navigate to the Organization Approval Rules Page