Transaction Approval
Business owners often rely on their employees to create transactions for their business. If an employee makes a mistake in a transaction, it’s easy for others to overlook the error. Without a verification step, these mistakes could affect account balances, making it difficult to track discrepancies. Moreover, if the transaction copy with incorrect details is sent to customers, it could leave a negative impression on them.
To avoid such complications, a business needs a process that serves as a tool for verifying transactions. This is precisely what Approvals in Zoho Books accomplishes.
After you enable Approvals for a module, your employees can create transactions and send them for approval. Users with approval access (approvers) can check and edit the transactions if needed before approving them. This helps prevent any errors in the transactions.
Scenario: Patricia, a business owner, receives a phone call from a customer regarding an error in an invoice. Upon reviewing the invoice, Patricia notices that the employee who raised the invoice entered the quantity incorrectly. This mistake could have been avoided if there had been an approval process in place for Patricia to review the invoice before it was sent to the customer.
Note: Approvals is currently available in the Quotes, Sales Orders, Invoices, Retainer Invoices, Credit Notes, Purchase Orders, Purchase Receives, Bills, Payments Made, Vendor Credits, Transfer Orders, and Inventory Adjustments modules and Custom Modules.
Users & Roles in Transaction Approval
- Create a New Role for Approvers
- Add an Existing User to the Approver Role
- Invite a New User as Approver
- Provide Approval Access to an Existing Role
- Submit a Transaction for Approval
- Approve a Transaction
- Bulk Approve Transactions
- Reject a Transaction
- Resubmit a Rejected Transaction for Approval
Next >
Configure Approvals
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