# Set up approval workflows

Set up a single-step approval workflow and manage its active state.

Canonical: https://demo.qixcount.com/help/period-close-and-audit/approval-workflows

Who can do this: Owners, or people with *Manage business settings, roles & permissions*

Where: Settings, then Approvals

You'll need: Approval workflows turned on in Features

Approval settings hold the named workflows and their steps. You need **Manage business settings, roles & permissions** permission. An owner has this permission.

## Create a workflow

1. Open **Settings**.
2. Select **Approvals**. If it is hidden, turn on **Approval workflows** in **Features** first.
3. Select **Set up** beside a document type.
4. Enter **Workflow name**, up to 100 characters.
5. Check **Document type**. The form offers bills, payments made, journal entries, new vendors, vendor bank changes, and purchase orders.
6. Enter an optional **Description**, up to 500 characters.
7. Choose whether **Active** is on. Only one workflow can be active for each document type.
8. Choose **Specific User**, **Any of Selected Users** or **Business Owner** in **Approver type**. Keep one step for this workflow.
9. Enter **Minimum amount**, zero or greater.
10. Enter **Maximum amount** if needed, zero or greater. Leaving it blank means no upper limit.
11. For a user-based step, choose people in **Select approvers**. Hold Ctrl or Command to select more than one.
12. Select Create Workflow.

![Workflow form with an active switch and the first approval step](https://demo.qixcount.com/images/help/approval-workflow-form.webp)

The amount comparison includes both endpoints. A document outside every step's amount range does not require approval through that workflow. The list of document types is a settings list; it does not establish that every document screen submits a request.

## Change or remove a workflow

Finish pending requests before changing a workflow: saving replaces the steps those requests use too. Select **Edit** beside an active workflow, or expand the inactive workflow list and select its name. You can change the name, description and active state. Keep a single approval step with one of the approver types above. The document type cannot be changed. Select Update Workflow to save.

Use the three-dot menu to select **Deactivate**. Expand inactive workflows to select **Activate**. An existing active workflow for that document type blocks activation.

The edit form also has **Delete**. Deletion asks for confirmation and cannot be undone. A workflow with pending requests cannot be deleted.

See [Use approvals](https://demo.qixcount.com/help/period-close-and-audit/approvals-in-use) to review requests and the effects of approval.