How to route purchase invoice records by amount, supplier or project in Sage 200

Routing bills means sending each bill to a different approver depending on its amount, supplier or job. What is approval matrix?

Before you start

Where to find it: Setting up > Purchase Order Processing > Purchase order authorisation

Set up authorisation rules based on order value and the order originator, each naming who can authorise.
Use rule groups, alternative (out of office) authorisers and a Super Authoriser as needed.
Orders needing authorisation show in Authorise Orders.

Open Approvals in Pulsify and add a step.
Add rows to the step. Each row can match a supplier, an amount range, an account or a tracking category.
Choose who approves each row: a person, a role or a team.
Add a second step for large amounts, or a review step for coding checks.
Set an auto-approve rule for trusted, small bills.
Use Try an invoice to see where a real bill would go.

Pulsify connects to Sage 200. We set up the connection for you.

What Pulsify does not do here

Setting up purchase order rules and expecting them to cover Purchase Ledger invoices.
Not naming an alternative authoriser for when someone is out of the office.

Last checked 2026-10-19. Confidence: confirmed.

Not by the rules described. Rules use order value and the order originator, plus project managers for projects.

Not in the Purchase Ledger. Routing here is for purchase orders and requisitions, not purchase ledger invoices.

You can set up alternative (out of office) authorisers and a Super Authoriser. Orders needing authorisation show in Authorise Orders.

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Book a call to see how Pulsify handles supplier bills in Sage 200.