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Documentation Index

Fetch the complete documentation index at: https://docs.tesouro.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

On this page, we delve into a variety of real-world scenarios of conditions for triggering approval policies. These scenarios are designed to help you understand how approval policies can be automatically set to specific invoices and how to customize these conditions to address specific operational, compliance, and governance needs within your organization.
  • The conditions mentioned on this page are designed using the TesouroScript and must be inserted into the trigger field. Check the Evaluated string section for further information about the syntax. - The "{event_name == "submitted_for_approval"} " condition is mandatory in triggers. - The if, then, and else statements are not allowed in triggers. - When a payable has enforce_approval_policy_id set, the TesouroScript trigger conditions are ignored.

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By invoice amount

Set an approval policy for all invoices worth more than 300 USD: 
{
  "name": "Invoices worth more than 300 USD",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      "{invoice.currency == 'USD'}",
      "{invoice.amount > 30000}"
    ]
  },
  "script": [
    ...
  ]
}
If you receive invoices in multiple currencies, you can convert the amount to some base currency to use the same threshold for all invoices: 
{
  "name": "Invoices worth more than 300 USD (after currency conversion)",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      {
        "left_operand": {
          "call": "Currency.convert",
          "params": {
            "amount": "{invoice.amount}",
            "from_currency": "{invoice.currency}",
            "to_currency": "USD"
          }
        },
        "operator": ">",
        "right_operand": 30000
      }
    ]
  },
  "script": [
    ...
  ]
}

​
With specific currencies

Set an approval policy for all invoices with specific currencies, in this case, USD and CAD: 
{
  "name": "USD and CAD invoices",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      "{invoice.currency in ['USD', 'CAD']}"
    ]
  },
  "script": [
    ...
  ]
}

​
With specific tags

Set an approval policy for all invoices containing one of the specific tags: 
{
  "name": "Invoices with specific tags",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      {
        "any": [
          "{'Marketing' in invoice.tags.name}",
          "{'Urgent' in invoice.tags.name}",
          "{'d566f374-463a-4a07-b252-2eb0200d62ce' in invoice.tags.id}",
          "{'398b2748-b255-46da-b8dc-a01219539ec9' in invoice.tags.id}"
        ]
      }
    ]
  },
  "script": [
    ...
  ]
}

​
From a specific project

Set an approval policy for all invoices related to specific projects: 
{
  "name": "Invoices from a specific project",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      "{invoice.project_id == 'd566f374-463a-4a07-b252-2eb0200d62ce'}"
    ]
  },
  "script": [
    ...
  ]
}

​
For specific counterparts

Set an approval policy for all invoices from a specific list of counterparts: 
{
  "name": "Invoices from specific counterparts (vendors)",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      "{invoice.counterpart_id in ['398b2748-b255-46da-b8dc-a01219539ec8', '4d0ff737-070b-427a-980c-c8ee7961577d']}"
    ]
  },
  "script": [
    ...
  ]
}

​
For specific users

Set an approval policy for all invoices from a specific list of organization users: 
{
  "name": "Invoices uploaded by specific organization users",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      "{invoice.was_created_by_user_id in ['d566f374-463a-4a07-b252-2eb0200d62ce', '398b2748-b255-46da-b8dc-a01219539ec9']}"
    ]
  },
  "script": [
    ...
  ]
}

​
By amount, currency, tags, AND specific counterpart

Set an approval policy for all invoices worth more than 1000 USD, from a specific counterpart AND with specific tags: 
{
  "name": "By amount, currency, tag, AND specific counterpart",
  "description": "Invoices worth more than 1000 USD, from a specific counterpart AND with specific tags",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      "{invoice.amount > 100000}",
      "{invoice.currency == 'USD'}",
      "{invoice.counterpart_id == '398b2748-b255-46da-b8dc-a01219539ec8'}",
      "{'d566f374-463a-4a07-b252-2eb0200d62ce' in invoice.tags.id}",
      "{'398b2748-b255-46da-b8dc-a01219539ec9' in invoice.tags.id}"
    ]
  },
  "script": [
    ...
  ]
}

​
By counterpart, plus amount OR specific tag

Set an approval policy for all invoices from a specific counterpart worth more than $300 OR with a specific tag: 
{
  "name": "By counterpart, plus amount OR specific tag",
  "trigger": {
    "all": [
      "{event_name == 'submitted_for_approval'}",
      "{invoice.counterpart_id == '398b2748-b255-46da-b8dc-a01219539ec8'}",
      {
        "any": [
          "{invoice.amount > 30000}",
          "{'d566f374-463a-4a07-b252-2eb0200d62ce' in invoice.tags.id}"
        ]
      }
    ]
  },
  "script": [
    ...
  ]
}