How to add the Auto-Approval step
How to add the Auto-Approval step
In the main menu, select your Organisation.
Go to Approval workflows under Workflows and settings:
Open the workflow where you want to add the Auto-Approval step.
Click on the + button, then select "Add Auto-Approval step":
In the pop-up, click on ENABLE.
Alternatively, you can click on HIDE to collapse the step and return to it later.
Next, click on AUTO-APPROVAL SETTINGS:
Configuring the Auto-Approval settings
Configuring the Auto-Approval settings
Clicking on AUTO-APPROVAL SETTINGS will redirect you to the Auto-Approval matrix, where you can define the conditions that determine which requests are to be approved automatically.
Click on + Add Auto-Approval rule at the bottom of the matrix:
Add a meaningful name for the rule:
Select one or more field-based conditions – for example:
Requester
Total amount
Supplier/Vendor
Account
Tracking Category
Region, Class, Location (depending on the platform)
Custom fields (for stand-alone workflows)
Click on DONE to save your changes, and return to the workflow view:
You can add multiple rules in the same matrix.
Please note: The rules in an Auto-Approval step will be checked first. If one of the rules in the Auto-Approval step is met, the request will be auto-approved. If none of the rules in the Auto-Approval step is fulfilled, the request will be routed through the other approval steps.
How to delete an Auto-Approval rule
How to delete an Auto-Approval rule
Open the Auto-Approval matrix.
Click on the Three-dot icon (...) next to the respective rule.
Select "Remove rule":
Click on DONE to save your changes.
Please note: For QuickBooks Online and NetSuite the Auto-Approval step is not available in Vendor approval workflows. For Xero the Auto-Approval step is not available in Airwallex Batch Payment approval workflows.
Please note: It is not possible to set up Auto-Approval rules which are based on the matching or approval of the related Purchase Orders.