Mobile App - Approvals Tutorial

Overview

The Mobile App's Approvals feature allows you to review and approve requests (like time off or expenses) from anywhere.

The Mobile App works on touchscreen devices and desktops. For purposes of this tutorial, we use Click to mean Click or Tap.

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

Navigation: BOS Mobile App > Login > Approvals (tile button)

Table of Contents

How to Display a List of Transactions that must be Approved

ℹ️ Transactions appear on the Transaction List when the following conditions are met:

1. The Transaction uses Checklists. 

2. The Transaction is in the Approval status. 

3. There are Outstanding Checklist Items linked to the Transaction. 

4. The user accessing the mobile app can approve one or more of the Outstanding Checklist Items (as User or as Admin).

  1. Sign into the Mobile App.
  2. Click Approvals (button).
  3. The applicable transactions are displayed, if there are any.

How to Approve a Transaction

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

How to Approve an Individual Checklist Item

  1. Sign into the Mobile App.
  2. Click Approvals (button).
  3. On the List of Transactions click the transaction you want to approve.
  4. Click the specific Checklist Item you want to approve.
    • Note: you must be on the list of users to approve an individual item.
  5. Click Approve on the context menu.

How to Decline a Checklist Item

  1. Sign into the Mobile App.
  2. Click Approvals (button).
  3. On the List of Transactions click the transaction you want to approve.
  4. Click the specific Checklist Item you want to approve.
    • Note: you must be on the list of users to decline an individual item.
  5. Click Decline on the context menu.

How to Add a Note to a Checklist Item

  1. Sign into the Mobile App.
  2. Click Approvals (button).
  3. On the List of Transactions, click the transaction you want to edit.
  4. Click the specific Checklist Item you want to edit.
  5. Select Add Note on the context menu.
  6. Type a note in the block provided on the popup.
  7. Click Save (button).
  8. The note is displayed 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

ℹ️ You can reset a Checklist Item that was previously approved or declined.

  1. Sign into the Mobile App.
  2. Click Approvals (button).
  3. On the List of Transactions, click the transaction you want to edit.
  4. Click the specific Checklist Item you want to edit.
  5. Click Reset on the context menu.

How to Reset all Checklist Items

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

Related Topics

Mobile App