Approvals for Payments Made

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

Configure Approvals for Payments Made

If your business requires payments made to be approved by other employees, you can configure Approvals for the Payments Made 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 Payments Made module:

Go to Settings in the top right corner of the page.
(OR)
Click Settings on the left sidebar.
Click Payments Made 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 Payment Made for Approval

If Approvals is enabled for the Payments Made module in your organization, you need to submit the vendor payments you create for approval.

To submit a vendor payment for approval:

Click Payments Made under Payables.
Click the vendor payment 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.

Approve a Payment Made

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

To approve a vendor payment:

Click Payments Made under Payables.
Click the vendor payment you want to consider for approval.
Click Approve at the top.
Click Yes in the pop-up that appears to confirm your action.

Reject a Payment Made

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

To reject a vendor payment:

Click Payments Made under Payables.
Click the vendor payment you want to consider for approval.
Click the dropdown next to Approve at the top and select Reject.
Enter the reason for rejecting the vendor payment and Yes in the pop-up that appears.

Resubmit Rejected Payment Made for Approval

If your approver rejected a vendor payment due to reasons such as incorrect or missing information, you can make the necessary changes and resubmit the vendor payment for approval. Here’s how:

Click Payments Made under Payables.
Select the rejected vendor payment and click Edit at the top.
Make the necessary changes and click Save.
Click Resubmit at the top.
Click Yes in the pop-up that appears to confirm your action.

Disable Approvals for Payments Made

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

Go to Settings in the top right corner of the page.
(OR)
Click Settings on the left sidebar.
Click Payments Made under Payables.
Click the Approvals tab.
Click No Approval and click Save.