How do approval workflows function in Zoho Books for expense and purchase approvals?
Zoho Books includes built-in approval workflows to streamline financial oversight. Here’s how it works:
Purchase Orders / Expenses / Bills Modules:
Enable “Transaction Approval” in module preferences.Set Approvers by Role or User:
You can define approval logic based on roles like Finance Manager, Department Head, etc.Create Multi-Level Approvals (Premium Plans):
For example:Expenses below ₹10,000 go to the finance associate.
₹10,001–₹50,000 goes to the manager.
₹50,001+ goes to the CFO.
Automated Email Alerts:
Once submitted, the approver is notified. Upon approval/rejection, the requestor is informed automatically.Add Comments and Reasons:
Each approval step allows for remarks or reasons, which are logged for audit purposes.
Use Case Example:
An employee submits a reimbursement of ₹25,000. It automatically goes to the department head for approval, who can approve, reject, or ask for clarification with just one click.
This ensures financial control, transparency, and faster turnaround for payments.
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