Manage Approvals
Once you have submitted a transaction in Zoho Billing, there are a host of actions that you can perform upon it.
IN THIS PAGE
Bulk Approve
Here’s how to approve multiple transactions at once:
- Go to a module, for example Quotes, under Sales.
- Select all the transactions you’d like to approve.
- Click the More icon at the top.
Select Approve.
Similarly, you’ll be able to approve multiple transactions for invoices, retainer invoices, quotes, and credit notes.
View Pending Approvals
If you’re an admin or an approver, you will have transactions that are pending for your approval. Here’s how to view all these transactions:
- Go to a module, for example Quotes, under Sales.
- Click All Quotes dropdown in the top-left corner.
Select Pending Approval.
Similarly, you’ll be able to view your pending approvals for invoices, retainer invoices, quotes, and credit notes.
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:
- Go to a module, for example Quotes, under Sales.
- Select the invoice for which you want to view the approval history.
Click View Approve Details next to Approvers.
Similarly, you’ll be able to view the approval history for invoices, retainer invoices, quotes, and credit notes.
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