Transaction Approval

When you use transaction approvals, your employees can create transactions and submit them for approval. The user who has approval access can verify the transactions and edit them (if required) before approving the transaction, thus preventing any errors that could occur in the transaction.

Scenario: Patricia is a business owner who receives a phone call from her customer over an error in a sales order. On reviewing the sales order, Patricia notices that the employee who had raised the order entered the quantity incorrectly. This mistake could have been avoided had there been an approval process in place for Patricia to review the sales order before it was sent out.

Business owners will have employees who create transactions for their business. If an employee makes a mistake in a transaction, it’s easy for the other employees to overlook the error because they’re focusing on their own transactions. Without a verification step, the mistake could be reflected in the account balances and it will be difficult to track the discrepancy.

To avoid all such complications, a business would need a process in place which would act as a verification tool for all transactions your employees create in your organization, and also approvers who can verify the transactions. This is what Transaction Approval in Zoho Books does.

Enable Transaction Approval

Users & Roles in Transaction Approval

Manage Approvals

Transaction Approval Workflow


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Enable Transaction Approval


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