What is the auto-approval step? (QuickBooks Online)

What is the auto-approval step? (QuickBooks Online)

The auto-approval step is an additional first step in workflows (except Vendor approval workflow) that's available during trial periods and Advanced feature trial periods and in 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 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 setup auto-approval step.

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


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