Mobile App: Approvals

Overview#

The Mobile App's Approvals feature lets you review and approve transactions that are waiting for approval, from your phone or any browser.

💡These tutorials explain how to approve transactions using the mobile app.

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to View a List of Transactions that must be Approved#

1. Sign into the Mobile App.
2. Tap Approvals on the Tile Menu.
3. Any applicable transactions appear.

How to Approve a Transaction#

1. Sign into the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the List of Transactions, tap the transaction you want to approve.
4. Review the list of outstanding Checklist Items.
5. Tap Actions (button) > Approve on the top right corner.

How to Approve an Individual Checklist Item#

1. Sign into the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the List of Transactions, tap the transaction you want to approve.
4. Tap the specific Checklist Item you want to approve.
   • Note: you must be on the list of users to approve an individual item.
5. Tap Approve on the context menu.

How to Decline a Checklist Item#

1. Sign into the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the List of Transactions, tap the transaction you want to approve.
4. Tap the specific Checklist Item you want to approve.
   • Note: you must be on the list of users to decline an individual item.
5. Tap Decline on the context menu.

How to Add a Note to a Checklist Item#

1. Sign into the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the List of Transactions, tap the transaction you want to edit.
4. Tap the specific Checklist Item you want to edit.
5. Select Add Note on the context menu.
6. Enter a note in the block provided on the popup.
7. Tap Save (button).
8. The note appears on the third line below the icon information and includes the user who created the note and the creation date and time.

How to Reset a Checklist Item#

1. Sign into the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the List of Transactions, tap the transaction you want to edit.
4. Tap the specific Checklist Item you want to edit.
5. Tap Reset on the context menu.

How to Reset all Checklist Items#

1. Sign into the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the List of Transactions, tap the transaction you want to edit.
4. Tap Actions (button) > Reset.
   • Note: You must be listed as an Admin user to use this feature.