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:
![](https://support.approvalmax.com/galleryDocuments/edbsn1f2eff5159266fc1e6a77ad6815e124c53f89407c0f99712419bc3d49026ae03bc28b6b54150a2c18c8eab55956caf2a?inline=true)
Open the workflow for which you want to specify an auto-approval step and click on the “+” button, then click on "Add Auto-approval step":
![](https://support.approvalmax.com/galleryDocuments/edbsn53b005c9fc11204ed29121e51dd76036ed67c572a5a7ecac5097b531ae607b1f0f5d284475a84674e9e2a97f2a2a0c39?inline=true)
You can create this step either during the workflow setup, or later.
In the pop-up, click on “Enable” to start the auto-approval step setup:
![](https://support.approvalmax.com/galleryDocuments/edbsn1f2eff5159266fc1e6a77ad6815e124c4926eb932b1e18b5c6db831fa08fcf0d71da21accf66d27452fe957479a29c00?inline=true)
Click on “Hide” to collapse the auto-approval step. You can return to the setup later.
To proceed with settings, click on the "Auto-approval settings":
![](https://support.approvalmax.com/galleryDocuments/edbsnb6d43c168675ba7f298a9b1a47d6be56dfef3bf8f295e3457463bbfa6b6a0e68a4f6779309fdc1c1b8a71b528b5089b8?inline=true)
Add a rule description for auto-approvals and set up the rules:
![](https://support.approvalmax.com/galleryDocuments/edbsn4dd582aac4c7cdabf8ca4ca8b477c7ee40d2bffba97d5d522fe6385c7a3987a30b0ff3a162a02d32db24b797b737b6ea?inline=true)
You can set auto-approval rules based on fields such as:
Requester (Purchase Order, Bill workflow)
Total amount
Supplier/Contact
Tracking categories
Account
Tax
Item
To delete a rule, click on the
icon and then "Remove rule":
![](https://support.approvalmax.com/galleryDocuments/edbsncb44a3c7704d5a6f79a1a79a5cb9c0073e0f1198d5710c7571e7059a2337117b43f77e9ea64b3c224a2802bb3bce6557?inline=true)
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. ![](https://static.zohocdn.com/zoho-desk-editor/static/images/file.png)
If one of the rules in the auto-approval step is met, the request will be auto-approved.
Feel free to watch our
video on this topic.
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Video: How to configure Auto-approvals? (Xero)
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