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.


    • Related Articles

    • How to set up an auto-approval step (QuickBooks Online)

      In the main menu, select the Organisation for which you want to specify an auto-approval step. Then go to "Approval workflows" page under "Workflows and settings" section: Open the workflow for which you want to specify an auto-approval step and ...

    • Can I set an Auto-approval rule for a Bill based on the matched PO? (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.

    • 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" page under "Workflows and settings" section: Open the workflow for which you want to specify an auto-approval step and ...

    • How to set up an Auto-approval step (Cin7 Core)

      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 “+” ...

    • What is an Auto-approval step (Cin7 Core)

      The Auto-approval step is an additional first step in workflows that's available during trial periods, Advanced Feature trial periods and in Advanced/Premium plans. In this step, you can enter conditions for the automated approval of requests ...