Lightyear's Auto Approve feature allows for the smooth and fast progression of bills through Lightyear, while maintaining the operational and approval controls needed by your business.

When Auto Approve is enabled, whenever a Bill Task is approved, or the final Executive Approval is given, the bill moves to the next step in the approval flow, until the Sign-Off tab.

Before enabling Auto Approve, ensure that user permissions are configured appropriately. For example, setting permissions to "Approval Task Only" restricts users to approving only the bills assigned to them, ensuring proper workflow adherence.

To switch Manager Approval on, head over to Settings > Company Settings. Scroll down to Send Approval Task Customisation > Yes next to Auto Approve. Finally, select "Update Settings" in the bottom right-hand corner to save this change.

In this section, you can also configure other approval-related settings, such as user permissions and default approvers. You can enable the "Auto Trigger Approval by Value" setting here to automate workflows based on predefined value thresholds.

In this example we have a task assigned to a user from the Approvals tab.

The approval task is then actioned under "My Tasks" (in this case, the same user).
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Going back to the Approvals tab, you'll see it has then transitioned to the Review tab upon completion of the Task.
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Similarly, in this example we have a document awaiting Executive Approval in the Review tab.

Once the Executive Approver has approved the bill, you'll notice it then automatically transitions to the Signed Off tab without an additional person clicking on the Sign Off button.
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There's no right or wrong in these settings, just what efficiencies and security you want in place. Consider leveraging features like keyword rules, value-based triggers, and user permission configurations to further optimize your approval workflows.