How to set up an auto-approval step (Xero)
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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":
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Open the workflow for which you want to specify an auto-approval step and click on the “+” button to add one:
Then click on "Add auto-approval step":
You can create this step either during the workflow setup, or later.
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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.
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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:
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Requester (Purchase Order, Bill workflow)
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Total amount
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Supplier/Contact
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Tracking categories
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Account
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Tax
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Item
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To delete a rule, click on the
icon and then "Remove rule":
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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.
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