What is an auto-approval step?

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 conditions for the automated approval of requests regardless of any rules specified in other approval steps or the workflow settings. If a request meets the criteria 
stated in the Auto-Approval step, it will be automatically approved right away.

Here is how to set up the Auto-Approval step.

Feel free to watch our video on How to configure Auto-Approvals.

QuickBooks Online

The Auto-Approval step is an additional first step in workflows (except for the Vendor approval workflow) that's available during trial periods and Advanced Features trials as well as with Advanced/Premium plans.
In this step, you can enter conditions for the automated approval of requests regardless of any rules specified in other approval steps or the workflow settings. If a request meets the criteria stated in the Auto-Approval step, it will be automatically approved right away.





NetSuite
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 conditions for the automated approval of requests regardless of any rules specified in other approval steps or the workflow settings. If a request meets the criteria 
stated in the Auto-Approval step, it will be approved automatically right away.

Here is how to set up the Auto-Approval step.



Stand-alone
The Auto-Approval step is an additional first step in workflows (except for the Vendor approval workflow) that's available during trial periods and Advanced Features trials as well as with Advanced/Premium plans.
In this step, you can specify rules for the automatic approval of requests despite any rules specified in other approval steps or the workflow settings. If a request meets the criteria specified in this step, it will be automatically approved right away.


Feel free to watch our video on How to configure Auto-Approvals.



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    • 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 ...
    • 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 + ...
    • 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 ...
    • How to set up an Auto-Approval step (Stand-alone)

      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: ...
    • How to set up an Auto-Approval step (NetSuite)

      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. Select the respective workflow: Open the workflow for which you want to set up an Auto-Approval ...