What is auto-approval step? (Stand-alone)
Auto-approval step is an additional first step in workflow (except Vendor approval workflow) available during Trial period and Advanced feature trial period and in Advanced/Premium plans. With this step you can specify rules for automatic approval of request despite rules specified in other approval steps or workflow settings. If the request met criteria specified in this step, it will be automatically approved right away.
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Why are requests getting auto-rejected or auto-approved?
Approval requests are getting auto-rejected (or auto-approved) if there are no Approvers for them according to the approval workflow settings. The setting that defines whether a request will be auto-rejected (set by default) or auto-approved, is ...
How to set up an auto-approval step (Stand-alone)
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 “+” ...
Can I set an Auto-approval rule for a Bill if it matches a Purchase Order that was already approved? (QuickBooks Online)
No, at the moment, it is not possible to set up Auto-approvals based on the matching or approval of the related Purchase Orders.
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.
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...