Enable Transaction Approval

In order to set up the approval process for your transactions, transaction approval must be enabled for your sales and purchase transactions separately.

In this page…

Enable Sales Approvals

If you enable sales approval, you can provide your users with the ability to submit and approve the Invoices, Sales Orders, Estimates and Credit Notes.

Transaction Approval Transaction Approval
Field Description
Don’t configure Sales Approval Transaction Approval will not be configured for the Sales module.
All the approvers can approve Users who have been granted permission by the admin will be able to approve the Sales module transactions.

Enable Purchase Approval

If you enable purchase approval, you can provide your users with the ability to submit and approve the Bills, Vendor Credits, and Purchase Orders.

Transaction Approval Transaction Approval
Field Description
Don’t configure Purchase Approval Transaction Approval will not be configured for the Purchase module.
All the approvers can approve All the approvers who have been granted permission by the admin to approve the purchase module transactions.
Configure multi-level approval with specific approvers Set up a multi-level approval where the transactions will be submitted and approved based on the reporting hierarchy of the company.

Enable Multi-Level Approval for Purchase Approval

You can also choose to set up a multi-level approval process for the transactions that should be approved by two or more people. To set up a multi-level process for your organization:

Transaction Approval

Note: You can add up to 10 approvers. Users with approval permission for the Bills, Vendor Credits, Purchase Orders modules will only be listed will be configured for Multi-level approval.


Next >
Users and Roles in Transaction Approval


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