Custom Approvals for Zoho Expense
Create Custom Approval Flows
Design approval processes that suit your requirements. Customize approvals based on your chosen criteria and ensure transactions are routed to the right people.
Set up criteria-based approval
Don’t prefer rigid, hierarchical approvals? No stress. Zoho Expense allows you to create approval flows with custom criteria based on and/or logic. For example, whenever an expense report has more than five policy violations and a total less than $1000, you assign the project head to be the approver.
Create multi-stage approval flows
Zoho Expense gives you the option to create multiple levels of approval for a transaction. This ensures that no approval request goes without the appropriate vetting. You can add up to 10 levels of approval.
Chooose your approval method
For these multiple levels, you can choose different people to approve as well. With options like project and department heads, and even choosing the approver manually, Zoho Expense gives you the flexibility of setting up your preferred approval methods.
Automate approvals
If you don’t want to manually approve every routine request or report, you can choose to automate the approval. For example, reports with amounts less than $10 and without any policy violations can be automatically approved. Furthermore, you can choose to auto-reject transactions as well.
Approve on the move
With our fully functional mobile applications for iOS and Android, approvals don’t have to be bound to your desktop. Save time, and approve transactions from anywhere you are.
