Does the Standard plan have the Auto-Approval step? (Xero)
The Auto-Approval functionality is only available with Advanced/Premium subscriptions.
If you'd like to try the Auto-Approval feature, you can request a free Advanced Features trial for 14 days, or upgrade your subscription.
Please contact our support team if you are interested in giving it a try.
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What is the Auto-Approval step?
Xero QuickBooks Online NetSuite Stand-alone Xero The Auto-Approval step is an additional first step in workflows that's available during trial periods and Advanced Features trials as well as with Advanced/Premium plans. In this step, you can enter ...
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 under Workflows and settings. Open the workflow for which you want to specify an Auto-Approval step and click on the + ...
What is the difference between the Review step and the Editing on Approval feature?
What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...
How to set up an Auto-Approval step (QuickBooks Online)
In the main menu, select the Organisation for which you want to add an Auto-Approval step. Then go to Approval workflows under Workflows and settings: Open the workflow for which you want to set up an Auto-Approval step and click on the + button: You ...
Which subscription plan is the right one for me?
Each ApprovalMax product - ApprovalMax for Xero and ApprovalMax for QuickBooks Online - comes in three plans (Standard, Advanced, Premium) that differ regarding the available features. The best option depends on your needs: If you want to use only ...