Approval decision policy
This setting is relevant for Xero Purchase Order, Bill, AP/AR Credit Note, Xero Batch Payment, Airwallex Batch Payment, Sales Invoice, Quote, Contact and Manual Journal workflows.
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too.
This is how you set up the Approval Decision policy:
- Find your Organisation in the main menu and go to Approval workflows under Workflows and settings.
- Open the respective workflow and click on the gear icon:
- Within the General section, navigate to the Approval Decision policy setting and select your preferred option:
The setting All steps at once applies the first approval decision automatically to all steps – if the Approver has been selected for several steps and is the first to approve.
- Apply your settings by clicking on SAVE CHANGES in the upper right-hand corner of the Workflow Settings window and update/activate the workflow.
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