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How do I notify the submitter when a transaction is approved?
To configure notification preferences for submitters:
- 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 Notify the submitter when a transaction is approved under Notification Preferences.
- Click Save.
Once you configure the notification preferences, Zoho Books will send automated emails to the submitters every time their transaction is approved.
Learn more about notification preferences for Simple, Multi-Level, and Custom approvals.