Configure Approvals
The Approvals feature in Zoho Spend ensures that all business transactions go through the right review process before being finalized. With a well defined approval system, organizations can maintain control over spending, enforce company policies, and ensure compliance at every level.
| Approval Type | Applicable Records |
|---|---|
| Simple Approval | Advances, Purchase Orders, Purchase Receives, Bills, Vendor Credits, Payments Made |
| Multi-level Approval | Purchase Orders, Bills, Vendor Credits, Payments Made |
| Hierarchical Approval | Trips, Reports, Purchase Requests, Request for Quotes |
| Custom Approval | Trips, Reports, Advances, Purchase Requests, Request for Quotes, Purchase Orders, Purchase Receives, Bills, Vendor Credits |
| No Approval | Advances, Request for Quotes, Purchase Orders, Purchase Receives, Bills, Vendor Credits |