How do I configure multi-level approval for transactions?

Getting approvals for transactions from multiple users helps your business avoid human errors. You may also need to set up an approval process based on your company’s hierarchy. In such cases, you can use the Multi-Level Approval type in Zoho Books.

To configure Multi-Level Approval for a module:

Go to Settings in the top right corner of the page.
Navigate to the module for which you want to configure approval.
Click the Approvals tab.
Select Multi-Level Approval under Approval Type.
Select an approver in the Level 1 Approver dropdown.
Click Add New Level to add another approver and continue until all required levels are added.
Click Save.

Insight: Zoho Books allows you to add a maximum of 10 levels of approval. Once configured, the Level 1 approver can approve the transaction first. Then, the Level 2 approver can approve it, and so on. However, admins can bypass the hierarchy and approve a transaction once and for all using Final Approve.

Learn more about Multi-Level Approval.

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