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 are interested in giving it a try.
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 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 ...
Which subscription plan is the right one for me?
Each ApprovalMax product (ApprovalMax for Xero and ApprovalMax for QuickBooks Online) has three plans (Standard, Advanced, Premium) that differ regarding the available features. The best option depends on your needs. If you want to use only the ...
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 “+” ...
How do I set up the "Pulling from Xero" step for AR Credit Notes?
All Credit Notes in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. For setting up the step "Pulling from Xero" for Credit Notes, navigate to the main menu , select your ...