Can I approve or authorise vendor payments in Zoho Books instead of my bank’s portal?

Vendor payments cannot be approved in Zoho Books. This is because some banks have an approval workflow by default, and others allow users to enable it in the portal. When enabled in the portal, the payment approval must also be done in the bank’s portal.

Here’s how the approval process works based on your integration:

• ICICI Bank: If you’ve enabled payment approval, payments will have to be approved in the bank’s portal.
• SBI: If the Authorisation Mode is set up as Straight Through Processing (STP) while setting up the SBI integration, payments will be processed automatically without approval. In case of Non-STP, the payment will have to be authorised again at the SBI portal.
• Standard Chartered Bank: All payments must be approved in the bank’s portal.
• HSBC Bank: All payments must be approved in the bank’s portal.
• YES BANK: Payments do not require any approval and are processed directly from Zoho Books.