Maintaining Conditions and Providers

Owned by Anastasia Medovkina
May 29, 2023
2 min read

You may edit or delete individual conditions or delete all conditions at once. 

If you do not see all condition fields, edit/delete buttons at the bottom of the page, scroll the page to the right.  

Maintaining Conditions 


⦿ How to Edit a Condition
  1. On the desired condition, click Edit.  

    Screenshot showing the edit button

  2. Make any desired changes, and then click Save.  
    The invoice attributes will be updated on the list. 
  3. Click Save at the bottom of the page.  
    A green box appears confirming that your changes are saved. 
⦿ How to Delete a Condition
  1. On the desired Condition, click Delete.
    The condition has been removed from the list. 

    Screenshot showing the delete button

  2. Click Save at the bottom of the page.  

    A green box appears confirming that your changes are saved. 
⦿ How to Delete All Conditions
  1. Under the invoice attributes table click Clear.  
    All conditions will be removed from the list. 

    Screenshot showing the clear button

  2. Click Save at the bottom of the page.  
    A green box appears confirming that your changes are saved. 
⦿ How to Delete a Rule
  1. Under the invoice attributes table click Delete Rule.  
    The rule will be removed from the list. 

    Screenshot showing the delete rule button

  2. Click Save at the bottom of the page.  
    A green box appears confirming that your changes are saved. 

Maintaining Providers 

You may edit the list of providers who are either included in or excluded from the auto-approval process.  

Screenshot showing where to configure the provider list

You must have at least one provider selected to run auto-approvals. 


⦿ How to Edit Inclusion or Exclusion of a Provider
  1. Change the inclusion or exclusion criteria to All, Only these, or All, with the exception of these. 
  2. Review the list of providers to ensure that your inclusion/exclusion criterion fits the providers listed. 
  3. Click Save at the bottom of the page.  
    A green box appears confirming that your changes are saved. 
⦿ How to Remove a Provider
  1. Click the “x” next to the desired provider’s name.  
    The provider will be removed from the list. 
  2. Click Save at the bottom of the page.  
    A green box appears confirming that your changes are saved. 
⦿ How to Remove All Providers
  1. Click Clear next to the provider field.  
    All listed providers will be removed from the list. Select at least one provider to enable the auto-approval process. 

    Screenshot showing the clear button

  2. Add the desired provider(s) to the field or click All to include all providers. 
  3. Click Save at the bottom of the page.  
    A green box appears confirming that your changes are saved. 

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