How to set up an Auto-approval step (Cin7 Core)

How to set up an Auto-approval step (Cin7 Core)

  1. 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:

  2. Open the workflow for which you want to specify an Auto-approval step and click on the “+” button to add one:

     

    Then click on "Add Auto-approval step":
    You can create this step either during the workflow setup, or later.
  3. In the pop-up, click on ENABLE to start the Auto-approval step setup:

  4. Click on HIDE to collapse the Auto-approval step. You can return to the setup later.
  5. To proceed with the settings, click on "Auto-approval settings":

  1. Add a rule description for Auto-approvals and set up the rules:


  2. You can set Auto-approval rules based on fields such as:

    1. Total amount
    2. Supplier
    3. Inventory Account
    4. Product
    5. Location




  1. To delete/rename a rule, click on the icon and then "Remove rule"/ "Rename" accordingly:


  2. When ready, click on Done to save your workflow settings.
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.



    • Related Articles

    • What is an Auto-approval step (Cin7 Core)

      The Auto-approval step is an additional first step in workflows that's available during trial periods, Advanced Feature trial periods and in Advanced/Premium plans. In this step, you can enter conditions for the automated approval of requests ...

    • 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 ...

    • How can I set up approval steps? (Cin7 Core)

      This is how you set up approval steps: In the main menu select your Organisation and open the "Approval workflows" page in the "Workflows and settings" section: Select a Purchase Order workflow, or design a new one: Create as many approval steps as ...

    • 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 ...

    • I have a Standard plan, where can I find and set up an auto-approval step? (Xero)

      Auto-approval steps are only available with an Advanced/Premium subscription. If you'd like to use the auto-approval feature, you can request a free Advanced feature trial for 14 days or upgrade your subscription. Please contact support team if you ...