How do I enable approvals for my purchase transactions?

To enable approval for purchase transactions, such as purchase orders, bills, and vendor credits:

  • Go to Settings in the top right corner of the page.
  • Select Approvals under Organization.
  • Click Enable Purchase Approval under the Purchase Approval tab.

Purchase approval will now be enabled with the default purchase approval preference as All the approvers can approve. If you want to, you can change this preference.

Purchase Approval Preferences Description
Don’t configure Purchase Approval Removes transaction approval for the applicable purchase modules.
All the approvers can approve Grants access to all active admins to approve sales transactions.
Configure multi-level approval with specific approvers Add up to 10 levels of approval and select the approver for each level.

Learn more about customizing notification preferences for approvers and submitters.

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