What is a Default Approver? (Xero)
When a new tracking option, inventory item, contact or account code, etc. is added in Xero, chances are that this is not reflected in the approval matrix.
To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified for each step. Then, if nobody is defined as an Approver based on the approval matrix, the item will be assigned to the Default Approver.
To set a Default Approver, open the approval workflow settings and click in the respective step underneath “Default Approver” on “Add Approver”.
Please note: the option “Default Approver” is only available if there are no Approvers with the rule “Always approves”.
What is a Default Approver? (Cin7 Core)
When a new value such as location, product, or inventory account, etc. is added in Cin7 Core, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a Default Approver can be ...
What happens if the Default Approver approves a request?
The Default Approver is a person specified in the approval step to cover cases where no Approver has been assigned based on the rules in the approval matrix. Consequently, the Default Approver's approval does authorise the step. However, the ...
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 ...
Are Reviewers able to see and edit Bills if a Default Approver has been assigned?
A Reviewer is an Approver in the first step of a Bill Creation, Review and Approval workflow, who can review and edit Bills without sending them back to Xero. Please note: it's compulsory for Reviewers in ApprovalMax that they are also an Approver in ...
Can a Default Approver reassign requests? (Xero)
Yes, Default Approvers have several options. They can: Add other Approvers from their Organisation Remove the ones they have previously added Reassign requests to another Approver