transaction approval

How do I allow my users to approve transactions in Zoho Books?

By default, only admins of the organization have approval access. You can give approval access to users of your organization by providing approval access to the role they are associated with.

To provide approval access for a role:

  • Go to Settings in the corner of the page.
  • Under User and Roles, click Roles.
  • Click New Role or click Edit next to an existing role for which you want to modify approval access.

Note: You will not be able to edit a pre-defined role. Instead, you can clone it and make the required changes.

  • Navigate to the Sales and Purchases sections.
  • Check the boxes under the Approve column to provide approval permission for the required sales and purchases modules. Additionally, you can enable approvers to Edit and Delete approved transactions by clicking on More Permissions besides the approve column.
  • Click Save.

To assign the newly created role to an user:

  • Go to Settings in the corner of the page.
  • Under User and Roles, click Users.
  • Click the user for whom you want to modify the role.
  • Click Edit on the user’s Details page. A pop-up appears in which you can assign the desired role from the drop-down.
  • Click Save.

Your user preferences will be saved, and now, your users will be able to approve transactions.

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