What is transaction approval and when is it useful?

When you set up transaction approvals for your organization, your employees can create transactions and submit them for approval. The user who has approval access can verify the transactions and edit them (if required) before approving the transaction, thus preventing any errors that could occur in the transaction.

Scenario: Patricia is a business owner who receives a phone call from her customer over an error in the sales order. On reviewing the sales order, Patricia noticed that the employee who had raised the order entered the quantity incorrectly. This mistake could have been avoided had there been an approval process in place for Patricia to review the sales order before it was sent out.

To avoid these errors, a business would need a process in place which would act as a verification tool for all the transactions your employees create in your organization. This tool in Zoho Books is the Transaction Approval.

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