How do I notify approvers when transactions are submitted for approval?
It is a good practice to give timely updates to the approvers in your organization whenever a user creates a transaction. This helps them take relevant actions on the transaction. Zoho Books provides features to automate this process, allowing you to worry less about sending notifications and focus more on your business.
To configure notification preferences for transaction approvals:
- Go to Settings in the top right corner of the page.
- Navigate to the module for which you want to configure approval.
- Click the Approvals tab.
- Select the preferred approval type (Simple, Multi-Level, or Custom Approval).
- Check the box Send email and in-app notifications when transactions are submitted for approval under Notification Preferences.
- Click Save.
Once you configure the notification preferences, Zoho Books will send automated email and in-app notifications to the approvers every time a transaction is submitted for approval.
However, the notification preferences vary for each approval type.
If you select Simple Approval, you can choose any one of the following notification preferences:
- Notify all approvers when a non-approver submits a transaction
- Notify all approvers when an approver/non-approver submits a transaction
- Notify a specific email address
If you select Multi-Level Approval, the email and in-app notification will be sent to the Level 1 approver when a transaction is created. Once the Level 1 approver approves, the Level 2 approver will be notified. Likewise, the notifications will be sent to all the subsequent approvers.
If you select Custom Approval, the notification will be sent to the approver defined by the matching custom approval criteria.
Learn more about notification preferences for Simple, Multi-Level, and Custom approvals.
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