What is the Auto-Approval step?
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.
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.
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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 ...