In this article, we refer to “Location” and “Department”. Your domain may have different labels due to custom organizational categories. Learn more here.
Summary (TL;DR)
Review, modify, and approve or deny spend requests on the go to ensure financial workflows remain efficient and accurate.
The mobile app supports approvals for orders, expenses, bills, and payments.
Prerequisites
You must have the Procurify Mobile App installed and be logged in.
To approve, you must be an assigned Approver for the specific domain (Order, Expense, Bill, or Payment).
To edit, you must be the original Requester or the assigned Approver, and the item must be in a Pending status.
How do I approve a request on the mobile app?
How do I approve a request on the mobile app?
Follow these steps to review and action pending requests from your mobile device.
Tap the Approve tab located at the bottom of the screen.
Select the type of request you wish to review: Order, Expense, Bill, or Payment.
Tap the specific request to review the line-item details, attachments, and Account Codes.
Select Approve to move the request to the next stage or Deny to reject it.
How do I edit a pending order or expense?
How do I edit a pending order or expense?
If you notice an error during the review process, you can modify the details before finalizing your decision.
Please note that Bills and Payments cannot be edited via mobile and must be adjusted on the Procurify web platform.
Editing as a Requester
Tap the Request tab at the bottom of the screen.
Select Order or Expense and locate the item in the Pending section.
Tap the specific item displayed under the Order Items section.
Select Edit this item, update the necessary fields, and tap Save.
Editing as an Approver
Tap the Approve tab at the bottom of the screen.
Select the intended Order or Expense from the list.
Tap the item within the Order Items section to open the details.
Select Edit this item, make the required changes, and tap Save.
Alternative Methods & Limitations.
If a request has already been Approved or Denied, it can no longer be edited within the mobile app. You must use the Procurify web application to navigate to the Procure tab to make changes or delete the request entirely.
Next Steps
Once an Order Request is approved, it will automatically move to the Procure stage for purchasing. Approved Bills will proceed to the payment queue to be reconciled against your Account Codes.