How can I enable transaction approval for my sales and purchase transactions?

Transaction approval must be enabled for your sales and purchase transactions separately.

Enable Sales Approvals

To enable transaction approval for sales transactions (Invoices, Estimates, Sales Orders and Credit Notes):

  • Go to Settings > Preferences.
  • Select Approvals in the left sidebar.
  • Click the Sales Approvals tab on top of the page.
  • Click Enable Sales Approval.
enable-sales-approval
  • Select All approvers can approve.
enable-sales-approval

Enable Purchase Approval

To enable transaction approval for purchase transactions (Bills, Purchase Orders and Vendor Credits):

  • Go to Settings > Preferences.
  • Select Approvals in the left sidebar.
  • Click the Purchase Approvals tab on top of the page.
  • Click Enable Purchase Approval.
enable-purchase-approval
  • Select All approvers can approve.
enable-purchase-approval

You can also choose to set up a multi-level approval process for the transactions that should be approved by two or more people. To configure a multi-level approval process:

configure-multi-level-approval
  • Select Configure multi-level approval with specific approvers.
  • Select the approvers from the drop-down.
  • Click + Add New Level to add more approvers, if needed.

Note: You can add up to 10 approvers.

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