Manage Approvals
Once you have submitted a sales or purchase transaction in Zoho Books, there are a host of actions that you can perform upon it.
Note: This help document is for the old version of Transaction Approvals. Read our help document on the new version of Transaction Approvals.
Bulk Approve
To approve multiple transactions at once,
- Go to Purchases > Bills.
- Select the transactions you’d like to approve.
- Click Approve.
Similarly, you’ll be able to approve multiple transactions for bills, vendor credits, purchase orders, invoices, sales orders, 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. To view all these transactions:
- Go to Purchases > Bills.
- Click the All Bills drop-down in the top left corner of the page.
- Select Pending Approvals.
Similarly, you’ll be able to view your pending approvals for bills, vendor credits, purchase orders, invoices, sales orders, 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 Purchases > Bills.
- Select a bill.
- Click Approval History under the Approval button.
Similarly, you’ll be able to view the approval history for bills, vendor credits, purchase orders, invoices, sales orders, quotes and credit notes.
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