--- title: "Approval Workflow Software for Vouchers & Masters" description: "Set approval rules for vouchers and masters, assign approvers, apply selective conditions, and review pending or rejected entries with better control." canonical: "https://busy.in/accounting-software/user-approval/" --- # Approval Management System in BUSY When multiple users handle accounting, inventory, or billing operations, businesses need a system to review important transactions before they are finalised. Approval management helps businesses set predefined workflows, ensure proper checks, and maintain better control over day-to-day activities. Trusted by 6,00,000+ Businesses ## Keep Business Decisions Under Control Review important vouchers and masters, assign approval responsibilities, and maintain better operational control. Right Access for Every User Faster Review Process Complete Approval Visibility ## How BUSY Helps You Manage Approvals Efficiently ### Set Approval Workflows for Vouchers & Masters ### Assign Approval Rights Based on User Roles ### Review, Approve or Reject Transactions with Remarks ### Track Approval Activities Through Detailed Reports ## How to Configure Approval in BUSY ### Step 1: Enable Approval Feature ![Approval feature enabled under Enterprise settings in BUSY](https://busy-client.busy.in/media/Screenshot%202026-08-21%20165457.png) Go to **Settings > Feature/Option > Enterprise** and enable the **Approval** feature. To configure approvals, at least one user must be created, or a Super User must already exist. Click **Configure** to set up approval rules. ### Step 2: Select Approval Type ![Select Approval Feature window with voucher and master options](https://busy-client.busy.in/media/Screenshot%202026-08-21%20165519.png) A **Select Approval Feature** window will open. Choose whether you want to apply approval on **Voucher** or **Master**. ## Master Approval ### Step 3: Select Master Type ![Selecting account or item as the master type for approval](https://busy-client.busy.in/media/Screenshot%202026-08-21%20165618.png) Select the type of master for which you want to enable approval. You can choose **Account** or **Item**. ### Step 4: Select Users Who Can Approve ![Selecting users who can approve masters in BUSY](https://busy-client.busy.in/media/Screenshot%202026-08-21%20165734.png) Under **Users Who Can Approve**, select the users who should have approval rights. The Super User is selected by default and cannot be removed. ### Step 5: Configure Transaction Permission ![Allow Transaction option for unapproved masters](https://busy-client.busy.in/media/Screenshot%202026-08-21%20165805.png) Select whether users can create transactions without approval using the **Allow Transaction** option. Choosing **Yes** will allow transactions without approval. Whereas choosing **No** will restrict transactions until approval is completed. ### Step 6: Configure Selective Approval ![Selective Approval window with opening balance condition](https://busy-client.busy.in/media/Screenshot%202026-08-21%20165927.png) Use **Selective Approval** if you want approval to be triggered only when specific conditions are met. For example, you can configure approval for cases where an opening balance exceeds ₹1,00,000. Configure the required conditions in the **Selective Approval** window that opens. You can apply up to two conditions while setting up selective approval. ![Saved master approval configuration for account and item](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170000.png) ### Step 7: Save Your Preferences ![Saved master approval configuration for account and item](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170000.png) **Save** the approval configuration. Users who do not have permission to use a particular account or item during transactions will not be able to select it. ## Voucher Approval ### Step 8: Configure Voucher Approval ![Selecting the voucher type for approval in BUSY](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170108.png) In the Approval configuration window, select **Voucher**. Choose the required voucher type from the drop-down menu. ### Step 9: Configure Voucher Approval Settings ![Selecting the voucher series for approval](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170140.png) Select the voucher series for which approval is required. You can choose **All Series** or a specific series such as **Main**. ### Step 10: Configure Who Can Approve ![Selecting users who can approve vouchers in BUSY](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170213.png) Under **Users Who Can Approve**, select the users who should have approval rights. ### Step 11: Configure Printing Permissions ![Allow Printing option for unapproved vouchers](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170253.png) Decide whether the selected users can print vouchers before approval. ### Step 12: Configure Post Unapproved Voucher Permissions ![Post Unapproved Vch option in the voucher approval configuration](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170341.png) Select whether accounting entries should be posted before approval. ### Step 13: Configure Selective Approval for Vouchers ![Saved voucher approval configuration for multiple voucher types](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170445.png) Enable **Selective Approval** if approval should be required only for specific conditions. Configure the required conditions in the **Selective Approval** window. You can apply up to two conditions while setting up selective approval. **Save** the overall approval configuration. ## Approving Masters and Vouchers ### Step 14: Open Approval Window ![Approve Vouchers or Masters option under the More menu in BUSY](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170903.png) Users with approval rights can go to **More > Approve Voucher/Masters**, where BUSY will ask whether you want to approve **Voucher** or **Master**. Select the required option. ### Step 15: Review and Take Action Review the pending approvals. You can select the required action: ![Reject Master window with reason for rejection](https://busy-client.busy.in/media/Screenshot%202026-08-21%20170951.png) - **Reject:** Reject the voucher/master and enter remarks. ![Approve With Remarks window for a master in BUSY](https://busy-client.busy.in/media/Screenshot%202026-08-21%20171031.png) - **Approve with Remarks:** Approve and add remarks if required. ![Confirmation message after approving a master with remarks](https://busy-client.busy.in/media/Screenshot%202026-08-21%20171047.png) - **Approve:** Approve without adding remarks. ### Step 16: Review and Select Vouchers for Approval ![Selecting pending vouchers for approval in BUSY](https://busy-client.busy.in/media/Screenshot%202026-08-21%20171222.png) Review the pending vouchers in the approval window. Enable **Include Rejected Vouchers** to view rejected vouchers along with pending approvals. If you want to approve multiple vouchers together, use the **Select All** option to select the required vouchers. After selecting the vouchers, you can take the required action: - **Reject:** Reject the voucher and enter remarks. - **Approve with Remarks:** Approve the voucher with additional comments. - **Approve:** Approve the voucher directly. ## Approval Report ### Step 17: View Approval Report ![Approval Report under Reports and Check List in BUSY](https://busy-client.busy.in/media/Screenshot%202026-08-21%20171353.png) Go to **Reports > Check List > Approval Report**. Use **Advanced Filters** to customise the report and view approval details based on your requirements. This report will show all the necessary particulars for every approval that took place. ## What Our Customers Say Real experiences from businesses across India. "Mobile Access and GST Tools for Better Business Control" BUSY features a dedicated Mobile App to check stock, share invoices on WhatsApp, and view reports from your phone. It also helps manage GST processes with features like auto-applying GST rates on invoices and GSTR-1, GSTR-2A, GSTR-2B, and GSTR-3B reconciliation. Prasad CEO (Chief Executive Officer) "Feature-Rich and Cost-Competitive Accounting Software" BUSY Accounting Software is the best software in this industry as it provides the best features for billing, accounting, inventory, and GST. Lavkush S. CEO (Chief Executive Officer) "Easy Reports, Invoicing, and Daily Accounting Management" The software is excellent for individuals who manage account entries personally. You can easily generate reports, check daily entries, create invoices, and reconcile bank entries. Awesome. Jagat S. Sr. System Admin "Simple Accounting Solution for Businesses of All Sizes" Every good accounting software handles financial work and many other tasks related to firms, businesses, warehouses, and more. BUSY is very easy to learn and use. Someone with basic computer knowledge can easily understand the complete process. Kamaljit Accountant "A User-Friendly Upgrade for Modern Accounting Needs" Before, I was using Tally software, but for the past 3 years, I have been using BUSY Accounting Software. I have had a wonderful experience using this software. It has an extremely user-friendly interface and is easy to access. Anant K. Accountant "Simple Software That Anyone Can Use" Awesome software; even someone with a non-IT background can run it like a pro. Ashish Owner "A Trusted Choice Among Accounting Solutions" I have used many accounting software programs in the past. I find this software to be the best. Giwa A. CEO "Easy Learning with Helpful Support" Overall, the service is very good. Support is always provided on time, and the staff is very helpful. Simranjit Accountant ## Flexible Plans for Every Business Paid plans start at just **₹5,000/year.** Whatever your size, from small business to scaling enterprise, there's a BUSY plan built for you, so pick what you need today and upgrade anytime. [Explore All Plans & Pricing](https://busy.in/pricing/) ## Enjoy More Accounting Benefits With BUSY Free Mobile App for access on the go Complete control over the User Activity Log Auto-Backup through Google Drive ## Frequently asked questions ### What is the Approval feature in BUSY? The Approval feature allows businesses to create an approval workflow where selected users can review and approve vouchers or masters before they are processed. ### What can be configured for approval in BUSY? You can configure approval for both **Vouchers** and **Masters**. For masters, approval can be applied to Accounts and Items, while voucher approval can be configured for different voucher types. ### Who can approve vouchers or masters in BUSY? Users assigned approval rights during the approval configuration can approve vouchers or masters. The Super User has approval rights by default. ### Can I restrict users from creating transactions without approval? Yes. The **Allow Transaction** option lets you decide whether users can create transactions before approval or whether approval is required first. ### What is Selective Approval in BUSY? Selective Approval allows businesses to apply approval rules only when specific conditions are met. For example, approval can be required only when an opening balance exceeds a defined amount. ### Can approval be configured separately for different voucher types? Yes. BUSY allows businesses to configure approval rules separately for different voucher types based on their workflow requirements. ### What actions can an approver take on pending vouchers or masters? An approver can approve the entry, approve it with remarks, or reject it by adding remarks. ### Can I check rejected vouchers or masters in BUSY? Yes. You can enable the **Include Rejected Masters** option to view rejected vouchers or masters in the approval window. ### Can multiple vouchers or masters be approved together? Yes. BUSY allows users to select multiple records using the **Select All** option for bulk approval. ### How can I track approval activities in BUSY? You can view approval details through the **Approval Report** available under **Reports > Check List > Approval Report** and apply filters based on your requirements.