Enable approval workflows (advanced)

I. Summary

Enable 1-level or 2-level workflows

• Go to Settings > Approval & Expenses > Approval Workflow Settings > “Enable Approval Workflow “(screenshot). Click Save Settings. find out more

Enable 3-level or 4-level workflows

• set up the workflows directly on the “Workflow” page.

II. Set up 3rd or 4th level Approval Workflow

1. Login to EzzyBills. Click Settings > Approval & Expenses > Approval Workflow Settings and enable two-level approval workflow. Click Save.  

2. Click “Workflow” main menu. Verify both level-1 and level-2 approval tasks are in the active workflow. If they are not there, you can bring them in step 6 along with level 3 and level 4 approvals

3. Click New Workflow.

4. Click Duplicate Existing Workflows – choose the active workflow (which has two-level approval already) from the dropdown list,  and click Create.

5. Click the Pen icon to rename the new workflow.

6. In the search box for “Tasks”, enter “Submit Approval3” and drag-drop it into your desired position in the workflow figure. Repeat the same thing but for level 4 if you need 4th-level approval as well. 

Note: two workflow tasks are required for each-level of approval. “Submit Approval3” and “Approved3” for the 3rd level of approval.  “Submit Approval4” and “Approved4” for the 4th level of approval.

7. Connect the workflow tasks (as shown on the screenshots 7a and 7b below)

• Delete: you can delete any task by clicking on the Trash icon inside the task
• Connect any two tasks: drag and drop into places where you want it.
• Click “Save” to apply your changes (screenshot 7c below).
• Click “Set as active workflow” (screenshot 7d below) if you want approval to be the default behavior.

[screenshot 7a: three-level approval workflow for Xero]

[Screenshot 7b: four-level approval workflow for Xero]

[screenshot 7c: button to save the new workflow]. Option to Rename

[screenshot 7d: button to set as Active Workflow].

III. Use approval rules

Use approval rules to specify approvers and approval conditions.

IV. Create multiple approval workflows

You can create multiple approval workflows. Only one of them will be the set as the “active” (default) workflow.

During approval, the approver can switch to another workflow, for example, for the purpose to determine the next approver.

Need help?

Email to support@ezzydoc.com, describing your company’s approval process and requirements in detail.