What types of users can be selected as approvers?

In Zoho Books, the admins have approval access by default. Additionally, you can create custom roles and grant them approval access.

To enable approval access for the new role:

  • Go to Settings in the top right corner of the page.
  • Select Roles under Users & Roles.
  • Click New Role in the top right corner.
  • Enter a suitable Role Name and a Description if necessary.
  • Check the Approve boxes under Sales and Purchases to give the user the permission to approve transactions.
  • Click Save.

Now, the user will have the necessary permissions to approve transactions.

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