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What is the auto-approval step? (Xero)

Updated over a month ago

The auto-approval step is an additional first step in workflows that's available during trial periods, Advanced feature trial periods, and in Advanced/Premium plans.

In this step, you can enter conditions for the automated approval of requests regardless of any rules specified in other approval steps or workflow settings. If a request meets the criteria stated in the auto-approval step, it will be automatically approved right away.

Here is how to setup auto-approval step.

Feel free to watch our video on How to configure Auto-approvals.​



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