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 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:





    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.
Please note: auto-approval steps are not available in Vendor approval workflows for QuickBooks Online Organisations.
  1. To proceed with settings, click on the "Auto-approval settings" button: 

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





    You can set auto-approval rules based on fields such as:

    1. Requester (Purchase Order, 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 remove rule.

  3. 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.