How to set up an auto-approval step (Stand-alone)
Please note: the rules in an auto-approval step will be checked first. If the rules in the auto-approval step are not met, the request will pass through the other approval steps. If one of the rules in the auto-approval step is met, the request will be auto-approved.
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What is the Auto-Approval step?
Xero QuickBooks Online NetSuite Cin7 Core Stand-alone Xero The auto-approval step is an additional first step in workflows that's available during trial periods and Advanced Feature trial periods as well as with Advanced/Premium plans. In this step, ...
How to set up an auto-approval step (QuickBooks Online)
In the main menu, select the Organisation for which you want to specify an auto-approval step. Then go to "Approval workflows" page under "Workflows and settings" section: Open the workflow for which you want to specify an auto-approval step and ...
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...
How to set up an auto-approval step (Xero)
In the main menu, select the Organisation for which you want to specify an auto-approval step. Then go to "Approval workflows" page under "Workflows and settings" section. Open the workflow for which you want to specify an auto-approval step and ...
How to set up an Auto-approval step (Cin7 Core)
In the main menu, select the Organisation for which you want to specify an Auto-approval step. Then go to Approval Workflows under Workflows and Settings: Open the workflow for which you want to specify an Auto-approval step and click on the “+” ...