--- title: "Payment Run Approvals (Mobile)" slug: "r365-red-app-review-and-approve-payment-runs" description: "Review and approve payment runs in R365 mobile. Covers the Payment Runs screen, quick filters, run details, and per-vendor invoice selection." updated: 2026-11-10T22:55:26Z published: 2026-11-10T22:55:26Z canonical: "docs.restaurant365.com/r365-red-app-review-and-approve-payment-runs" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Payment Run Approvals (Mobile) Payment runs can be managed using the [R365 Mobile App](/doc/docs/r365-mobile-app). Users can view, modify, and approve payment runs to generate payments. To access this feature, [Payment Run Approvals](/doc/docs/payment-run-approvals) must be enabled. Learn about [managing Payment Runs via web browser.](/doc/docs/payment-run-approvals) --- ## **Security** Users with the following Permissions will be able to view the ‘AP approvals - Payment runs’ screen: - Accounts Payable → AP Payment Runs → Approve AP Payment Runs These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## **Navigation** ****Navigation Menu**** 1. Select **More** from the bottom tab bar. 2. Select **Payment run approvals**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-53KQBDI0.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A32%3A53Z&se=2026-11-12T11%3A32%3A53Z&sr=c&sp=r&sig=ccdWqaqbC%2B1F4ucF1Sucdr6tFc4uD2bLmoVee4qRoDU%3D) ****AP Approvals Shortcut**** Users with BOTH ‘Approve AP Invoices’ and ‘Approve AP Payment Runs’ Permissions will be able to access the AP Approvals shortcut: 1. Select **Dashboard** from the bottom tab bar. 2. Tap the **AP Approvals** shortcut. 3. Select **Payment runs**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q3OU6HFT.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A32%3A53Z&se=2026-11-12T11%3A32%3A53Z&sr=c&sp=r&sig=ccdWqaqbC%2B1F4ucF1Sucdr6tFc4uD2bLmoVee4qRoDU%3D) --- ## **Payment Runs Screen** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IV9FRCHG.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A32%3A53Z&se=2026-11-12T11%3A32%3A53Z&sr=c&sp=r&sig=ccdWqaqbC%2B1F4ucF1Sucdr6tFc4uD2bLmoVee4qRoDU%3D) | | Button/Field | Description | | --- | --- | --- | | 1 | Back button | Returns to the previous screen. | | 2 | Quick Filters | Filters the Payment Runs screen to show only the selected runs and deselects the filter when tapped again. Filter options include: - **My Approvals** – When [Workflows](/doc/docs/workflows) is enabled, displays all unapproved transactions assigned to the user and waiting for approval. - **Overdue** – Displays all unapproved transactions waiting for approval beyond their due date. - **Due Today** – Displays all unapproved transactions with an approval due date of the current day. - **This Week** – Displays all unapproved transactions with an approval due date within the next seven days. | | 3 | Unapproved tab | Displays all unapproved payment runs. | | 4 | Approved tab | Displays all approved payment runs. | | 5 | Search | Filters payment runs based on the entered characters. | | 6 | Filter Menu | Opens the filter menu to sort payment runs by location, date range, or bank account. | | 7 | Payment Run | Displays the payment run name or identification, account, date, amount, location, and type. Tap to open the [Payment run details](/doc/docs/r365-red-app-review-and-approve-payment-runs#payment-runs-details-screen) screen. When Workflows is enabled, the user's profile icon will appear next to the transactions assigned to the user. ![A close up of a number Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-red-app-review-and-approve-payment-runs-image-ejp39xdk.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A32%3A53Z&se=2026-11-12T11%3A32%3A53Z&sr=c&sp=r&sig=ccdWqaqbC%2B1F4ucF1Sucdr6tFc4uD2bLmoVee4qRoDU%3D) | --- ## **Approve Payment Runs** Tap an individual payment run to open the Payment run details. Users can choose to remove invoices before tapping 'Save' or 'Approve.' ### Payment Runs Details Screen ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3MNOPMOA.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A32%3A53Z&se=2026-11-12T11%3A32%3A53Z&sr=c&sp=r&sig=ccdWqaqbC%2B1F4ucF1Sucdr6tFc4uD2bLmoVee4qRoDU%3D) | | Button/Field | Description | | --- | --- | --- | | 1 | Back button | Returns to the previous screen. | | 2 | Filter Menu | Opens the filter menu to filter by Vendor. | | 3 | Vendors tab | Displays all unapproved payment runs. | | 4 | Basic info tab | Displays information about the payment run, including: - Bank Account - Location - Payment Date - Status - Note ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9BT7GYR9.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A32%3A53Z&se=2026-11-12T11%3A32%3A53Z&sr=c&sp=r&sig=ccdWqaqbC%2B1F4ucF1Sucdr6tFc4uD2bLmoVee4qRoDU%3D) | | 5 | Balance before and after | Displays account balances before and after the payment run based on the selected invoices. | | 6 | Add note | Opens the ‘Note’ field on the Basic info tab to add a note to the payment run. | | 7 | Vendor toggle | Excludes all invoices from the vendor when toggled off. | | 8 | Vendor | Tap to open the vendor [Invoice list](/doc/docs/r365-red-app-review-and-approve-payment-runs#invoice-list) to review and select invoices to include in the payment run. | | 9 | Payment run total | Displays the number of invoices selected and payment total. | | 10 | Save | Commits changes made to the payment run. | | 11 | Approve | Approves the payment run. | ### Invoice List Tap a vendor from the payment run details screen to open the Invoices screen. The list of Invoices can be modified before approving a payment run. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-R6WOOEND.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A32%3A53Z&se=2026-11-12T11%3A32%3A53Z&sr=c&sp=r&sig=ccdWqaqbC%2B1F4ucF1Sucdr6tFc4uD2bLmoVee4qRoDU%3D) | | Button/Field | Description | | --- | --- | --- | | 1 | Back button | Returns to the previous screen. | | 2 | Balance before and after | Displays account balances before and after the payment run based on the selected invoices. | | 3 | Invoice toggle | Tap to include or exclude the invoice from the payment run. | | 4 | Expand invoice | Tap the arrows to expand the information on the invoice. Each invoice shows: - Invoice amount - Invoice type (i.e. Auto Direct Debit) - Priority - Location - Due Date - View Invoice option | | 5 | View invoice | Tap to view the AP invoice. | | 6 | Vendor total | Total amount of the selected invoices out of the payment run total. | | 7 | Done | Tap to finish modifications and return to the payment run details screen. |