How to set up an auto-approval step (Xero)

How to set up an auto-approval step (Xero)

  1. 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:

  2. 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.

  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.

  4. To proceed with settings, click on the "Auto-approval settings":

  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. Supplier/Contact
    4. Tracking categories
    5. Account
    6. Tax
    7. Item


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

  2. When ready, 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.
Feel free to watch our video on this topic.


    • Related Articles

    • What is the Auto-approval step?

      Xero QuickBooks Online NetSuite Cin7 Core Stand-alone Xero The auto-approval step is an additional first step in workflows that's available during trial periods and Advanced Feature trial periods as well as with Advanced/Premium plans. In this step, ...

    • Video: How to configure Auto-approvals? (Xero)

      ApprovalMax product walk-through: how to configure Auto-approvals:

    • 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 Xero Batch Payment approval workflow

      This is how you set up Xero Batch Payment workflow: In the main menu, find your Organisation and open the Approval Workflows page under Workflows And Settings: Click on the Xero Batch Payment approval workflow: The first step is Payment Creation. ...

    • 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 “+” ...