We built rules that do both:

• "office supplies" under $100 → Auto-approve
• Amazon orders over $500 → Manager review
• Description has "software" → IT approval
• Vendor contains "advertising" → Marketing review

Bonus: Rules suggest categories based on past 6 months:
• Similar descriptions
• Matching amounts
• Common vendors

One client reduced manual reviews by 70%.
Their finance team's response? "Finally!"

See how your Zoho Books can work smarter: https://zurl.co/lk7Ho

#ZohoPartner #AccountingAutomation

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