Other Actions for Client Approval

Let us take a look at some of the actions that can be performed in Client Approvals.

In this page…


Edit, Print, Download and Delete Client Approvals

Here are the list of actions that can be performed upon a client approval:

Other Actions in Client Approvals

Client Approval Filters

We have a set of filters based on which you can filter your client approvals and list them.

Client Approvals can be listed based on their status and the customer names. The status can be chosen from the Status dropdown and the customer name can be chosen from Select Customer dropdown. The following are the status filters that are available in Zoho Books for Client Approvals:

Other Actions in Client Approvals

These filters can also be used by your clients from the Client Portal.


Disable Client Approval

Prerequisite: To disable the Client Approvals feature for your organization, you will have to disable Client Approvals for every individual project for which you have enabled client approvals. To do so:

Next, to disable Client Approvals for your organization:

Other Actions in Client Approvals
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