Manage Approvals

Once you have submitted a sales or purchase transaction in Zoho Books, there are a host of actions that you can perform upon it.

In this page…

Bulk Approve

To approve multiple transactions at once,

Transaction Approval

Similarly, you’ll be able to approve multiple transactions for bills, purchase orders and vendor credits.

Final Approve

All users who are admins in Zoho Books are considered as final approvers. Final approvers will be able to override other approvers and approve a transaction if it requires multi-level approvals.

To override other approvers and approve a transaction (if you are not one of the approvers of transaction but an admin in the organization):

Open a transaction that has been submitted,

To override other approvers and approve a transaction (if you are one of the approvers with admin access):

Reject Transaction

Admins and approvers cannot reject a transaction that has been submitted to you for approval. However, you can convert a transaction to a draft by entering a reason. By doing so, the submitter of the transaction can make the necessary changes and re-submit the transaction for approval.

To convert a transaction to a draft status:

Transaction Approval

Other Actions for Transaction Approval

View Pending Approvals

If you’re an admin or an approver, you will have transactions that are pending for your approval. To view all these transactions:

Similarly, you’ll be able to view your pending approvals for bills, purchase orders and vendor credits.

View Approval History

The admins and approvers who are associated with a transaction can view the details of the approval process and approval history. Here’s how:

Transaction Approval

Related

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

MTD ready accounting
software for small
businesses.

Maybe Later