How to set up an Auto-Approval step (QuickBooks Online)

How to set up an Auto-Approval step (QuickBooks Online)

  1. In the main menu, select the Organisation for which you want to add an Auto-Approval step. Then go to Approval workflows under Workflows and settings:




  2. Open the workflow for which you want to set up an Auto-Approval step and click on the + button:





    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:



    Click on HIDE to collapse the Auto-Approval step. You can return to the setup later.
NotesPlease note: Auto-Approval steps are not available in Vendor approval workflows for QuickBooks Online Organisations.
  1. To proceed with the settings, click on Auto-Approval settings: 

  1. Add a rule description for Auto-Approvals and specify the rules:




    You can set Auto-Approval rules based on fields such as:

    1. Requester (Purchase Order workflow, Bill workflow)
    2. Total amount
    3. Vendor
    4. Product/Service
    5. Category
    6. Customer
    7. Location
    8. Class

  2. To delete a rule, click on the  icon and select "Remove rule":

  3. Click on DONE to save your workflow settings.
NotesPlease 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.
Notes
If one of the rules in the Auto-Approval step is met, the request will be auto-approved.

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