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.



    • Related Articles

    • How to set up the Auto-approval step

      Overview How to set up the Auto-Approval step Configuring the Auto-Approval settings How to delete an Auto-Approval rule Overview The Auto-Approval step in ApprovalMax automatically approves requests that meet certain predefined conditions, ...
    • 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 ...
    • What is the difference between the Review step and the Editing on Approval feature?

      What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...
    • Auto-approve small-amount Bills despite mandatory settings

      You can set up an Auto-Approval step, which is part of the Advanced/Premium plans. In this step, you can define the conditions for an automated approval of requests regardless of any rules specified in other approval steps or the workflow settings. ...
    • Auto-Approval step on a Standard plan (QuickBooks Online)

      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 ...