How can I notify approvers when transactions are submitted for approval?

You can notify all the approvers every time a transaction is created through email. To notify your approvers:

  • Go to Settings > Preferences.
  • Select Approvals > Purchase Approvals/Sales Approvals.
  • Select Send email notifications when transactions are submitted for approval under Notification Preferences.

Based on your preferences, you can choose any one of the following options:

  1. Notify all approvers when a non-approver submits a transaction
  2. Notify all approvers when an approver/non-approver submits a transaction
  3. Notify a specific email address

Note: If you’ve configured multi-level approval under purchase approvals, the email notification will be sent to the first approver (Level 1 approver). Once he approves, another email notification will be sent to the next approver in line (Level 2 approver). Likewise, the email notification will be sent to all the subsequent approvers who are a part of the multi-level approval process.

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Zoho Books

VAT compliant accounting
software for small