Approvals for Zoho Spend

In this help document, you’ll learn how to configure Approvals for the Vendor Credits module, and submit, approve, and reject vendor credits in Zoho Spend.

Configure Approvals for Vendor Credits

If your business requires vendor credits to be approved by other employees, you can configure Approvals for the Vendor Credits 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 Vendor Credits module:

Go to Settings in the top right corner of the page.
(OR)
Click Settings on the left sidebar.
Click Vendor Credits 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 Vendor Credits for Approvals

If Approvals is enabled for the Vendor Credits module in your organization, you need to submit the vendor credits you create for approval.

To submit an individual vendor credit for approval:

Go to Vendor Credits under Payables.
Click the vendor credit 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.

You can also submit multiple vendor credits for approval at once. Here’s how:

Go to Vendor Credits under Payables.
Select the vendor credits 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 vendor credits will be sent for approval, and your approver will receive email and in-app notifications if the preference is enabled for the Vendor Credits module. Similarly, you’ll be notified when your vendor credits are approved or rejected.

Approve Vendor Credits

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

To approve an individual vendor credit:

Go to Vendor Credits under Payables.
Click the vendor credit you want to consider for approval.
Click Approve at the top and select Approve.
Click Yes in the pop-up that appears to confirm your action.

You can also approve multiple vendor credits. Here’s how:

Go to Vendor Credits under Payables.
Select the vendor credits you want to consider for approval.
Click the dropdown next to Submit for Approval and click Approve at the top.
Click Yes in the pop-up that appears to confirm your action.

The vendor credits will be approved, and the submitters will receive a notification if the preference is enabled for the Vendor Credits module.

Reject a Vendor Credit

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

To reject a vendor credit:

Go to Vendor Credits under Payables.
Click the vendor credit that you want to consider for approval.
Click Approve at the top and select Reject.
Enter the reason for rejecting the vendor credit and click Yes in the pop-up that appears.

The vendor credit will be rejected, and the submitter will receive a notification if the preference is enabled for the Vendor Credits module.

Resubmit a Rejected Vendor Credit

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

Go to Vendor Credits under Payables.
Select the rejected vendor credit 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 Vendor Credits

If your business does not require approvals for the Vendor Credits 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 Vendor Credits under Payables.
Click the Approvals tab.
Click No Approval and click Save.