Approvals for Batch Payments

In this help document, you’ll learn how to configure Approvals for the Batch Payments module, and submit, approve, and reject batch payments.

Configure Approvals for Batch Payments

If your business requires batch payments to be approved by other employees, you can configure Approvals for the Batch Payments module in Zoho Spend. By default, the approval type will be No Approval and you can choose an approval type that suits your business requirements.

To configure an approval type for the Batch Payments module:

Click Settings in the top right corner of the page.
(OR)
Click Settings on the left sidebar.
Click Batch Payments under Payables.
Click the Approvals tab.
Select the preferred Approval Type and configure the required preferences. You can choose from Simple and Multi-Level approval.
Click Save.

Submit a Batch for Approval

If Approvals is enabled for the Batch Payments module, you need to submit your batches for approval. Here’s how:

Go to Batch Payments under Payables.
Click the batch you want to submit for approval.
Click Submit for Approval at the top.
Click Yes in the pop-up that appears to confirm your action.

Your batch will be sent for approval, and your approver will receive email and in-app notifications if the preference is enabled for the Batch Payments module. Similarly, you’ll be notified when your batch is approved or rejected.

Approve a Batch

If a batch is submitted to you for approval, you can review and approve or reject it.

To approve a batch:

Go to Batch Payments under Payables.
Click the batch you want to consider for approval.
Click Approve at the top.
Click Yes in the pop-up that appears.

The batch will be approved, and the submitter will receive a notification if the preference is enabled for the Batch Payments module.

Reject a Batch

If a batch is submitted to you for approval, you can review and approve or reject it.

To reject a batch:

Go to Batch Payments under Payables.
Click the batch you want to consider for approval.
Click the dropdown next to Approve at the top and select Reject.
Enter the reason for rejecting the batch and click Reject in the pop-up that appears.

The batch will be rejected, and the submitter will receive a notification if the preference is enabled for the Batch Payments module.

Disable Approvals for Batch Payments

If your business does not require approvals for the Batch Payments module, you can disable it. Here’s how: