Approvals
The approvals feature in Zoho ERP ensures that all business transactions go through the right review process. With approvals business owners can cross-check, eliminate errors, maintain control over spending, enforce company policies and ensure compliance at every level for the transactions created by their employees. The Various Approval types and the list of modules that support this feature are:
| Approval Type | Supported Modules |
|---|---|
| No Approval | Quotes, Sales Orders, Invoices, Credit Notes, Request for Quotes, Purchase Orders, Purchase Receives, Bills, Payments Made, Batch Payments, Vendor Credits, Expense Reports, Loan, Advances, Retainer Invoices, Inventory Adjustments, Transfer Orders, Journals |
| Simple Approval | Quotes, Sales Orders, Invoices, Credit Notes, Purchase Orders, Purchase Receives, Bills, Payments Made, Batch Payments, Vendor Credits, Pay Runs, Loan, Salary Revisions, Advances, Retainer Invoices, Inventory Adjustments, Transfer Orders, Journals |
| Multi-level Approval | Quotes, Sales Orders, Invoices, Credit Notes, Purchase Orders, Purchase Receives, Bills, Payments Made, Batch Payments, Vendor Credits, Pay Runs, Salary Revisions, Retainer Invoices, Inventory Adjustments, Transfer Orders, Journals |
| Hierarchical Approval | Purchase Requests, Expense Reports, Trips |
| Custom Approval | Request for Quotes, Purchase Requests, Bills, Purchase Orders, Purchase Receives, Batch Payments, Vendor Credits, Expense Reports, Pay Runs, Salary Revisions, Trips, Advances |