Approval work flow for payment Receipts & payment made .Once approved it must be locked
Approval work flow for payment Receipts & payment made .Once approved it must be locked
Giriraj Ramachandran
shared this idea
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Anonymous
commented
+ 1
I much needed feature
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Anonymous
commented
Hi Zoho Books Users, We need this feature of transaction approval in recording the payments received by our branches. As goods are disbursed based on the deposits made in the bank account, we are looking at process where branch accountant enters the deposit details provided by customer and the same shall be approved by Headoffice accounts department based on which invoice and payment receipt is provided. We need this feature to be enabled urgently so as to meet our business needs.
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Z X
commented
I support this
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Anonymous
commented
Instead of payment getting automatically deducted from the customer account on creating a new record, there must be Approval workflow.
Many organizations have separate employees to collect the payment, enter the record and the accountant who receives the payment for final approval.
So once, all users specified approve it, the amount should be deducted from the customer account.
Just like a Bill, even Sales / Purchase payments should have the Approval feature.