Approvals for Bills

In this help document, you’ll learn how to configure Approvals for the Bills module, and submit, approve, and reject bills in Zoho Procurement.

Configure Approvals for Bills

If your business requires bills to be approved by other users, you can configure Approvals for the Bills module in Zoho Procurement. By default, the approval type will be No Approval and you can choose an approval type that suits your business requirements.

To configure an approval type for the Bills module:

Go to Settings in the top right corner of the page.
Click Bills under Payables.
Click the Approvals tab.
Select the preferred Approval Type and configure the required preferences. You can choose from Simple, Multi-Level, and Custom approval.
Click Save.

Submit Bills for Approval

If Approvals is enabled for the Bills module in your organization, you need to submit the bills you create for approval.

To submit an individual bill for approval:

Go to Bills under Payables.
Click the bill you want to submit for approval.
Click Submit for Approval at the top.
Click Yes in the pop-up that appears to confirm your action.

You can also send multiple bills for approval at once. Here’s how:

Go to Bills under Payables.
Select the bills you want to submit for approval.
Click Submit for Approval at the top.
Click Yes in the pop-up that appears to confirm your action.

Your bills will be sent for approval, and your approver will receive email and in-app notifications if the preference is enabled for the Bills module. Similarly, you’ll be notified when your bills are approved or rejected.

Approve Bills

If a bill is submitted to you for approval, you can review and approve or reject it.

To approve an individual bill:

Go to Approvals on the left sidebar.
Select Bills from the Transaction Type dropdown.
Click the bill you want to consider for approval.
Click Approve at the top.
Click Yes in the pop-up that appears to confirm your action.

The bill will be approved, and the submitter will receive a notification if the preference is enabled for the Bills module.

Reject a Bill

If a bill is submitted to you for approval, you can review and approve or reject it.

To reject a bill:

Go to Approvals on the left sidebar.
Select Bills from the Transaction Type dropdown.
Click the bill you want to consider for approval.
Click the dropdown next to Approve at the top and select Reject.
Enter the reason for rejecting the bill and Yes in the pop-up that appears.

The bill will be rejected, and the submitter will receive a notification if the preference is enabled for the Bills module.

Resubmit a Rejected Bill

If your approver rejected a bill due to reasons such as incorrect or missing information, you can make the necessary changes and resubmit the bill for approval. Here’s how:

Go to Bills under Payables.
Select the rejected bill and click Edit at the top.
Make the necessary changes and click Save.
Click Resubmit at the top.
Click Yes in the pop-up that appears to confirm your action.

Disable Approvals for Bills

If your business does not require approvals for the Bills module, you can disable it. Here’s how:

Go to Settings in the top right corner of the page.
Go to Bills under Payables.
Click the Approvals tab.
Click No Approval and click Save.