## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Transaction Approval Workflow

Once Approvals is configured for a module, users of your organization can submit transactions created in that module for approval. Approvers can either accept or reject transactions submitted for approval. In this help document, you’ll learn how to perform these actions in Zoho Books.

## Submit a Transaction for Approval

You can create a transaction and submit it for approval. Here’s how:

*   Create a transaction and fill in the required details.
*   Click the dropdown next to _Save and Send_ and select **Save and Submit**.

![Click Save and Submit to submit the transaction for approval](/books/help/images/transaction-approval-new-flow/transaction-approval-workflow/save-and-submit.png)

You can also submit an existing transaction for approval, provided it is in the Draft status. Here’s how:

*   Go to the module in which you created the transaction.
*   Click the transaction that has to be submitted for approval.
*   Click **Submit for Approval** on the transaction’s _Details_ page.

![Click Submit for Approval to submit the transaction for approval](/books/help/images/transaction-approval-new-flow/transaction-approval-workflow/submit-for-approval.png)

The transaction will be sent to the approvers for approval. If notifications are enabled in the module’s Notification Preferences, approvers will receive in-app and email notifications, and the submitter will be notified when the transaction is approved or rejected. Notification Preferences are configured per approval type — see [Simple Approval](/en-fr/books/help/transaction-approval/simple-approval.html#notification-preferences), [Multi-Level Approval](/en-fr/books/help/transaction-approval/multi-level-approval.html#notification-preferences), or [Custom Approval](/en-fr/books/help/transaction-approval/custom-approval.html#preferences).

## Approve a Transaction

Users with permission to approve records of the module can approve transactions submitted for approval. The approval behavior depends on the approval type configured for the module:

*   **Simple Approval** — Any one admin or approver can approve the transaction.
*   **Multi-Level Approval** — Transactions move through the configured hierarchy. Each level’s approver must approve in turn. Admins can also [Final Approve](#final-approve) to override the hierarchy.
*   **Custom Approval** — Transactions are routed to the approver defined by the matching custom approval criteria.

To approve a transaction:

*   Open the transaction that has to be approved.
*   Click **Approve** on the transaction’s _Details_ page.

![Click Approve to approve the transaction](/books/help/images/transaction-approval-new-flow/transaction-approval-workflow/approve-transaction.png)

## Bulk Approve Transactions

To approve multiple transactions at once:

*   Go to the module in which you want to bulk approve transactions.
*   If the module’s approval type is _Simple Approval_, select the transactions you want to approve.
*   If the module’s approval type is _Multi-Level Approval_, click _All_ at the top of the page, select **My Approvals**, and select the transactions you want to approve.
*   Click **Approve** at the top of the page.

![Select the transactions and click Approve at the top to approve them](/books/help/images/transaction-approval-new-flow/transaction-approval-workflow/bulk-approve.png)

## Final Approve a Transaction

In **Multi-Level Approval**, admins can bypass the approval hierarchy and approve a transaction once and for all using **Final Approve**.

To Final Approve a transaction, admins should:

*   Select the transaction that has to be approved.
*   Click _Approve_ and select **Final Approve** from the dropdown.

![Click Final Approve to approve the transaction](/books/help/images/transaction-approval-new-flow/transaction-approval-workflow/final-approve.png)

If an admin is not the current approver for the module or not part of the approval flow, they can still Final Approve transactions:

*   Select the transaction that has to be approved.
*   Click the _More_ button and select **Final Approve** from the dropdown.

## Reject a Transaction

Admins and approvers can reject transactions submitted for approval if they have incorrect details. By doing so, the submitter can make the necessary changes and resubmit the transaction for approval if required.

To reject a transaction, the admins or approvers should:

*   Select the transaction.
*   Click **Reject** on the transaction’s _Details_ page.

![Click Reject to reject the transaction](/books/help/images/transaction-approval-new-flow/transaction-approval-workflow/reject-transaction.png)

*   Enter a reason for rejecting the transaction.
*   Click **Reject**.

**Pro-tip:** If you do not want to reject a transaction, you still want the submitter to edit the transaction, you can convert a transaction to a draft by entering a reason.

**Note:** In Multi-Level Approval, if any of the approvers rejects the transaction, it will be rejected even if previous approvers approved it.

## Resubmit a Rejected Transaction for Approval

If your approver rejects a transaction due to missing or incorrect details, you can correct these details and resubmit the transaction for approval. Here’s how:

*   Open the transaction that was rejected.
*   Click **Resubmit** at the top of the transaction’s _Details_ page.

![Click Resubmit to resubmit the transaction for approval](/books/help/images/transaction-approval-new-flow/transaction-approval-workflow/resubmit-transaction-for-approval.png)

*   Click **Yes** in the pop-up that appears.

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## View Transactions Pending Approval

To view the transactions pending approval:

*   Go to the module containing the transactions pending approval.
*   Click _All_ at the top and select **Pending Approvals**.

![Transactions pending approval](/books/help/images/transaction-approval-new-flow/other-actions/transactions-pending-approval.png)

## View Approval History

The admins and approvers who are associated with a transaction can view the details of the approval process and approval history. Here’s how:

*   Select a transaction.
*   Click **View Approval Details** on the transaction’s _Details_ page.

![Approval history of a transaction](/books/help/images/transaction-approval-new-flow/other-actions/approval-history.png)

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**Related**

*   [Users and Roles](/en-fr/books/help/transaction-approval/users-and-roles.html)
*   [Configure Approvals](/en-fr/books/help/transaction-approval/configure-approvals.html)