How can I set up approval steps?

How can I set up approval steps?

This is how you set up approval steps:

  • Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section.

    If disconnected,
    connect to your Xero organisation.
  • Select one of the predefined workflows, or design a new one.

  • Create as many approval steps as you need using the  button.
  • Click to rename the approval steps to suit your workflow 
  • Add the Approvers for each step by selecting them from the list of users, or add new users by typing in their email address.
     
  • Activate your approval workflow via the button  

Feel free to watch our video on this topic.



    • Related Articles

    • How can I set up approval steps? (Cin7 Core)

      This is how you set up approval steps: In the main menu select your Organisation and open the "Approval workflows" page in the "Workflows and settings" section: Select a Purchase Order workflow, or design a new one: Create as many approval steps as ...
    • Approval decision policy (Xero)

      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 to set up an Airwallex Batch Payment approval workflow

      This is how you set up an Airwallex Batch Payment workflow: In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: Select the respective approval workflow: The first step is Payment Creation. Here you can ...
    • How to set up Batch Payment approval workflow

      This is how you set up Batch Payment workflow: In the main menu, select your Organisation and open the Approval Workflows page under Workflows and Settings: Click on the Batch Payment approval workflow: The first step is Payment Creation. Here you ...
    • How can I set up an approval matrix? (Xero)

      This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings: Select and open the approval workflow: Navigate to the step and open ...