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 under Workflows and settings.

  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.

  4. Click on HIDE to collapse the Auto-Approval step. You can return to the setup later.

  5. To proceed with the settings, click on AUTO-APPROVAL SETTINGS.

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

  7. You can set Auto-Approval rules based on fields such as:
  1.   Requester (Purchase Order workflow, Bill workflow)
  2.   Total amount
  3.   Supplier/Contact
  4.   Tracking Categories
  5.   Account
  6.   Tax
  7.   Item
  8. To delete a rule, click on the icon and then on Remove rule.

  9. 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.


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