What is the auto-approval step? (Xero)
The
auto-approval step is an additional first step in
workflows 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.
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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 (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 ...
I have a Standard plan, where can I find and set up an auto-approval step? (Xero)
Auto-approval steps are only available with an Advanced/Premium subscription. If you'd like to use the auto-approval feature, you can request a free Advanced feature trial for 14 days or upgrade your subscription. Please contact support team if you ...
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 ...