Multi-Department Approval for a Single Bill in Zoho Books

Multi-Department Approval for a Single Bill in Zoho Books

Hello everyone,

Hope you're all doing well.

I’d like to ask if anyone has found a good workaround for the following scenario in Zoho Books:

Let’s say a corporate credit card bill or vendor invoice covers multiple purchases across different projects or departments. We record this as a single bill, with each line item allocated to a different reporting tag (department). Each department head is responsible for approving only their respective share of the cost.

For example, in the screenshot attached:

  • Line 1 is tagged to Manager 1’s department

  • Line 2 is tagged to Manager 2’s department

Ideally, Manager 1 should receive a notification to review and approve only the first line item, and Manager 2 for the second. Is there a way to implement this kind of line-item-level approval workflow in Zoho Books?

Any suggestions or workarounds that others are using to manage multi-person approvals on a single bill would be greatly appreciated.

Thank you in advance!



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