Video: How to configure Auto-approvals? (Xero)

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• 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" page under "Workflows and settings" section. Open the workflow for which you want to specify an auto-approval step and ...

• What is the Auto-Approval step?

  Xero QuickBooks Online NetSuite Cin7 Core Stand-alone Xero The auto-approval step is an additional first step in workflows that's available during trial periods and Advanced Feature trial periods as well as with Advanced/Premium plans. In this step, ...

• Video: How to configure Auto-approvals? (Cin7 Core)

  ApprovalMax product walk-through: how to configure Auto-approvals:

• How to set up an auto-approval step (QuickBooks Online)

  In the main menu, select the Organisation for which you want to specify an auto-approval step. Then go to "Approval workflows" page under "Workflows and settings" section: Open the workflow for which you want to specify an auto-approval step and ...

• Can I set an Auto-approval rule for a Bill if it matches a Purchase Order that was already approved? (Xero)

  No, at the moment, it is not possible to set up Auto-approvals based on the matching or approval of the related Purchase Orders.