Inquiry on Vendor Payment Visibility in Zoho Books
I hope this message finds you well. I am currently utilizing Zoho Books for managing vendor payments and have encountered an issue that I would like to address.
As it stands, there is no functionality for administrators to approve or reject payments made by users. To mitigate this, I have created a custom field labeled "Approval Status" with values of "Pending," "Approved," and "Rejected." Additionally, I have established a workflow for email notifications and set the default value of new payments to "Pending."
However, I have noticed that even when the "Approval Status" is set to "Pending" or "Rejected," these payments still appear in the Banking Module. My objective is to ensure that payments are only visible in the Banking Module when the "Approval Status" is set to "Approved."
Could you please advise on how to configure Zoho Books to achieve this functionality?
Topic Participants
Mbark Aabbad
Madhumitha
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