What is the auto-approval step? (QuickBooks Online)
auto-approval step is an additional first step in
workflows (except Vendor approval workflow) that's available
periods and Advanced feature trial periods and in Advanced/Premium
plans. Here is how to setup auto-approval step.
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
the auto-approval step, it will be automatically approved right away.
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 (QuickBooks Online)
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 “+” ...
Approval decision policy (QuickBooks Online)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
How alternative rules in the approval matrix work (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...
How can cost items from Dext bypass the approval workflow in ApprovalMax? (QuickBooks Online)
Transactions can bypass the approval workflow in ApprovalMax and get published directly to the connected QuickBooks Online Organisation as Expenses if the value “Cash”, “Check”, or “Credit Card” has been selected as the "Publish to" destination: The ...