How can small-amount Bills get auto-approved regardless of the mandatory matching settings in my workflow?
You can set up an auto-approval step, which is part of the Advanced/Premium plans. In this step, you can define the conditions for an automated approval of requests regardless of any rules specified in other approval steps or the workflow settings. If a request meets the criteria stated in the auto-approval step, it will be automatically approved right away.
This is how it works:
- Set up an auto-approval step:
- Create a request that meets the auto-approval conditions:
- Such requests will now get approved automatically in ApprovalMax regardless of any setting in the workflow:
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