Approval decision policy (Xero)

Approval decision policy (Xero)

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 it can be set up:

  1. Select your Organisation in the main menu. Then, open the "Approval workflows" page under "Workflows and settings" section:


  2. Select the respective workflow and click on the gear icon:


  3. Scroll down 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.
  4. When done, save your changes and update the approval workflow.


    • Related Articles

    • Approval decision policy (QuickBooks Online)

      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. ...
    • Approval decision policy (NetSuite)

      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. ...
    • Approval decision policy (Cin7 Core)

      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. ...
    • Can the second approval step be bypassed if the Approvers are the same ones? (Cin7 Core)

      If the Approvers in the second step are the same ones as in the first step, go to the settings of the respective approval workflow and specify whether their decision should apply only to the current step, or to all other steps as well. Selecting "All ...
    • How can I set up approval steps?

      This is how you set up approval steps: Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. If disconnected, connect to your Xero organisation. Select one of the predefined workflows, or ...