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 click on the “+” button, then click on "Add Auto-approval step":
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:
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":
Add a rule description for auto-approvals and set up the rules:
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":
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.
Feel free to watch our
video on this topic.
Related Articles
Video: How to configure Auto-approvals? (Xero)
ApprovalMax product walk-through: how to configure Auto-approvals:
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 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 “+” ...
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 ...