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Here's what we did:
We set up custom workflows in Zoho Books that automatically check department budgets vs. actuals before any PO approval.
Now their approval process looks like this:
1. PO created
2. System auto-checks remaining budget
3. If within limits ✅ → normal approval flow
4. If exceeding ⚠️ → additional approval required
Simple but effective! Their finance team loves having this extra control without adding manual work.
I can show this automation live - https://zurl.co/kvosZ
#ZohoTips #Automation #BusinessProcess
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Automate Accounts specializes in bookkeeping and
automating business processes, enhancing efficiency,
and growth for service businesses across North America.
285 Taunton Rd E, Oshawa, ON-L1G 3V2, Canada
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