Transaction Approval
- What is transaction approval and when is it useful?
- How do I enable approvals for my sales transactions?
- How do I enable approvals for my purchase transactions?
- How do I notify approvers when transactions are submitted for approval?
- How do I notify the submitter when a transaction is approved?
- How do I configure multi-level approval for transactions?
- How many levels of approval can I set up?
- Who is a final approver and what can they do?
- What happens to the approval process if an approver is inactive or gets deleted from the organisation?
- What type of users can be selected as approvers?
- How do I view all the transactions which are awaiting my approval?
- How will the email be sent in multi-level approval?
- How do I approve multiple transactions at once?
- A transaction that requires multi-level approval has been approved by one of the approvers. However, the transaction has to be edited. Can I edit the transaction?
- How do I reject a transaction that has been submitted for approval?
- How do I reject a transaction that’s submitted for approval?
- What is multi-level transaction approval in Zoho Books?
- How do I submit my expenses for approval?
- How do I reject an already approved transaction in my organisation?
- How do I allow my users to approve transactions in Zoho Books?
- Is it possible to set up customised approvals in Zoho Books?
- Is it possible to enable approvals only for a particular module in Zoho Books?
- Is it possible to submit payments made or payments received for approvals in Zoho Books?
- I have submitted a bill for approval, and later, I found out that there are changes to be made. What should I do?
- Is it possible to cancel a purchase order if I’ve not submitted it for approval?
- I tried converting an invoice into a credit note and received the following error “Credit note has not been approved”. How do I resolve this?
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