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Approving Invoices on the Mobile App
Approving Invoices on the Mobile App

How to approve invoices using the Mobile App

Caryn Englishbee avatar
Written by Caryn Englishbee
Updated over a week ago

You can find and download the mobile app on Google Play and the Apple Store

In the mobile phone app for Apple and Android, click “Approvals” and the

system will tell you how many invoices are awaiting your approval.

You can scroll through each to see the relevant information for the vendor, amount, due date, the GL account, and applicable dimensions, etc. You can see previous and upcoming approval steps.

Reviewing invoices

Selecting View at the top of the invoice will provide the PDF as well as list the invoice dimensions, which are editable on this screen as well. You can add line items and compare this invoice to previous documents from the same vendor.

Approve, reject, or re-assign approval:

Mobile App Notifications

App Notification Per Invoice: A push notification is sent whenever it is your turn in an approval process. If you've granted the app notification permissions on your phone, you can enable/disable the push notifications here.

Inside the Mobile app, you can enable push notifications. These summaries include the:

  • Amount

  • Currency

  • Vendor

  • Company

  • Due Date

Enabling Notifications

When logging into the app for the first time, you'll be prompted to allow Notifications for the application. If you skip the step at this time, you'll need to enter your phone's permissions to allow notification for the app.

Pro-tip: Alternatively, if you can't find these settings in your phone, you can uninstall and then reinstall the application to trigger the prompt again.

If you wish to disable the app notification, you can visit your Profile page, and toggle the App Notification Per Invoice section.

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