## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/sa/books/help/llms.txt

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

# Configure Approvals

In order to set up the approval process for your transactions, Approvals must be configured separately for each module. In this help document, you will learn how to configure approvals for a module and how to disable it.

## Configure Approvals for a Module

**Note:** Approvals is currently available in Quotes, Sales Orders, Invoices, Retainer Invoices, Credit Notes, Purchase Orders, Purchase Receives, Bills, Payments Made, Vendor Credits, Transfer Orders, Inventory Adjustments, and Custom Modules.

To configure Approvals for a module:

*   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.
*   By default, the approval type will be set to **No Approval**. You can select the preferred approval type.

Approval Type

Description

No Approval

Further actions can be performed on transactions without the need for approval.

Simple Approval

Any admin or approver can approve the transaction. Further actions can be performed only after the transaction is approved. [Learn more](/sa/books/help/transaction-approval/simple-approval.html).

Multi-Level Approval

Set up to 10 levels of approval. Further actions can be performed only when all the selected approvers approve the transaction.  
  
Click **Add New Level** to add another level of approver and select the approver. [Learn more](/sa/books/help/transaction-approval/multi-level-approval.html).

Custom Approval

Create approval flows tailored to your unique business needs by defining criteria that trigger specific approvers. [Learn more](/sa/books/help/transaction-approval/custom-approval.html).

![Select the Approval Type for the module](/books/help/images/transaction-approval-new-flow/configure-approvals/select-approval-type.png)

*   Configure the approvers, Approval Preferences, and Notification Preferences based on the selected approval type. Refer to the respective approval type help document for details.
*   Click **Save**.

Now, whenever a transaction is created, further actions can be performed on transactions only after they are approved.

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## Disable Approvals for a Module

You can disable Approvals for a module. Here’s how:

*   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.
*   Click **No Approval** under _Approval Type_.
*   Click **Save**.

![Click No Approval to disable Approvals for a module](/books/help/images/transaction-approval-new-flow/configure-approvals/disable-approval.png)

With this, approval will be disabled for the module.

**Next >**  
[Simple Approval](/sa/books/help/transaction-approval/simple-approval.html)

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**Related**

*   [Transaction Approval Workflow](/sa/books/help/transaction-approval/transaction-approval-workflow.html)