How can I set up approval steps?

How can I set up approval steps?

This is how you set up approval steps:

  • Navigate to the main menu  in the left upper corner.
  • Under your Organisation open Approval workflows:

  • If disconnected, connect to your Xero organisation.

  • Select one of the predefined workflows, or design a new one.
  • Create as many approval steps as you need using the  button.
  • Click to rename the approval steps to suit your workflow 
  • Add the Approvers for each step by selecting them from the list of users, or add new users by typing in their email address.
     
  • Activate your approval workflow via the button  

Feel free to watch our video on this topic.



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