## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/es-mx/books/llms.txt

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

# Custom Approval

Custom Approval allows organizations to create approval flows tailored to their unique business needs, especially when the default approval flow isn’t suitable.

**Scenario:** Brandon is a Sales Manager at Zylker. Usually, he approves invoices for Zylker’s customers. However, if an invoice total is more than $10,000, Patricia, the Head of Sales, must approve it. Brandon sets up a custom approval in the Invoices module of Zoho Books by adding a criteria that invoices of $10,000 or more should be sent to Patricia for approval.

## Create a Custom Approval

To create a custom approval flow for a module:

*   Go to **Settings** in the top right corner of the page.
*   Navigate to the module for which you want to add a custom approval.
*   Click the **Approvals** tab.
*   Click **Custom Approval** under _Approval Type_.
*   Click **New Custom Approval**. You’ll be redirected to the _New Custom Approval_ page.
*   Enter the **Approval Name** and provide a **Description** if required.
*   Add the criteria based on which the custom approval should be triggered. Click **\+ Add Criterion** to add more criteria.
*   Select the approval flow. You can configure an approval flow, or choose to auto accept or auto reject records.
*   Click **Save**.

![Fill in details in the New Custom Approval page](/books/help/images/transaction-approval/custom-approval/new-custom-approval-page.png)

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## Prioritize Approvals

If you’ve created multiple custom approvals for a module, in some cases, transactions can fulfill the criteria of more than one custom approval. In such cases, you can prioritize which custom approval should be triggered first. Here’s how:

*   Go to **Settings** in the top right corner of the page.
*   Navigate to the module for which you want to prioritize custom approvals.
*   Click the **Approvals** tab.
*   Click **Custom Approval** under _Approval Type_.
*   Click the **Edit** icon next to _PRIORITY_.
*   Drag and drop to reorder the custom approvals as per priority. The approval with priority 01 will be prioritized over the other approvals.
*   Click **Save Priority Changes**.

![Drag and reorder the custom approvals as per priority](/books/help/images/transaction-approval/custom-approval/custom-approvals-priority.png)

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## Edit or Delete a Custom Approval

You can edit and delete the custom approvals created. Here’s how:

*   Go to **Settings** in the top right corner of the page.
*   Navigate to the module for which you created the custom approval.
*   Click the **Approvals** tab.
*   Click **Custom Approval** under _Approval Type_.
*   Hover over the custom approval you want to edit or delete.
*   Click the dropdown and select **Edit** or **Delete**.
*   If you want to edit a custom approval, click **Edit**. Make the necessary changes and click **Save**.
*   If you want to delete a custom approval, click **Delete**.

![Click Edit or Delete from the dropdown](/books/help/images/transaction-approval/custom-approval/edit-or-delete-custom-approval.png)

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## Approval and Notification Preferences

The approval and notification preferences for Custom Approval apply to all the custom approvals you create for the module. To configure them:

*   Go to **Settings** in the top right corner of the page.
*   Navigate to the module for which you created the custom approval.
*   Click the **Approvals** tab.
*   Click **Custom Approval** under _Approval Type_.
*   Click **Configure Approval Preferences** at the top right of the custom approvals list.

**Approval Preferences**

*   Check **Allow approvers to approve the transactions they create** if you want approvers to be able to approve transactions they have submitted themselves.

**Notification Preferences**

*   Check **Send email and in-app notifications when transactions are submitted for approval** to notify approvers.
*   Check **Notify the submitter when a transaction is approved or rejected** to notify the submitter of the approval outcome.

Click **Save** to apply the changes.