Multi-Level Approval

Multi-Level Approval in Zoho Procurement allows organizations to set up a structured, hierarchical approval process for their business transactions. When a transaction is submitted for approval, it is first sent to the first-level approver. Once approved, it automatically moves to the next-level approver, and this continues until the final approver reviews and approves the transaction.

Set Up Multi-Level Approval

To direct records in a module through a predefined sequence of approvers, you can set up Multi-Level Approval. Here’s how:

• Go to Settings in the top right corner of the page.
• Click the module for which you want to set multi-level approval.
• Go to the Approvals tab.
• Click Multi-Level Approval.

Set Approval Hierarchy

Choose the approval hierarchy for the records of the module.

• Select the Level 1 approver from the Approver Name dropdown.
• If you want to add more approvers, click Add New Level and select the approver for that level. You can add up to 10 approval levels.
• Drag and reorder approvers based on your organization’s hierarchy. The Level 10 approver will be the final approver for the records in the module.
• You can remove an approval level by clicking the - icon next to it.
• Click Save.

Approval Preferences

You can configure the following approval preferences:

• Allow approvers to approve the transactions they create: Check this option if approvers can approver the records they create.

Notification Preferences

You can configure the following notification preferences:

• Send email and in-app notifications when transactions are submitted for approval: Check this option to notify approvers via email and in-app notifications when records are submitted to them for approval.
• Notify the submitter when a transaction is approved or rejected: Check this option to notify submitters when their records are approved or rejected.
  
  
• Click Save after configuring the approval.