How can I copy rules from one user to another? (Xero)

How can I copy rules from one user to another? (Xero)

Organisation Administrators can copy rules between Requesters, Approvers (Editors) or Reviewers within the same step and matrix as well as between different steps of the same approval workflow.

This is how it works:
  1. In the main menu, find the Organisation in which you want to copy rules between users. Then go to Approval workflows under Workflows and settings.
  2. Open the approval workflow in which you want to copy rules.
  3. Select the step in which you want to copy rules and click on the Matrix icon.
  4. In the three-dot menu next to the user you want to copy rules from, select "Copy rule to user".
  5. In the pop-up, choose the columns you want to copy and click on NEXT.
  6. Tick the checkboxes next to those users you want to copy the rules to and specify the steps:
    You can add users to the matrix from this window by clicking on the  icon. Type in a user's email address and then click on the ADD A USER button.
NotesPlease note: If you have added a user in the "Step 2: Choose users & steps to copy to" window but did not tick the checkbox next to this user to copy rules, they will be added to the matrix without any restrictions.
  1. When finished, click on the COPY RULE button. The rules from the previously specified user will now be replicated to all selected users.
NotesPlease note: The copied rules will overwrite the existing rules in the Requester/Approver/Editor/Reviewer matrix.
NotesPlease note: Auto-Approval rules cannot be copied.



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