This article is a part of the R365 Mobile App. To learn about how to manage AP Transactions via web browser, click here.
Admin Users have the ability to view and approve and unapprove AP Transactions directly from the R365 Mobile App. Open an AP Transaction from the AP Transactions screen and assess its details to ensure that the information is entered correctly before marking it as 'Approved'. Both approved and unapproved transactions can have their statuses updated as needed from within its transaction details screen.
Security
The AP Transactions screen will be available for users with the following Permissions:
AP Invoices
Accounts Payable → AP Invoices → View AP Invoices Within Accounting OR
Food → AP Invoices → View AP Invoices Within Food
AP Credit Memos
Accounts Payable → AP Credit Memos → View AP Credit Memos Within Accounting OR
Food → AP Credit Memos → View AP Credit Memos Within Food
AP Payments
Accounts Payable → AP Payments → View AP Payments
These permissions also determine visibility within the AP Transactions screen. Users will only see AP Transactions that they have permission to view.
These permissions can be added to custom user roles or individual users. The Permission 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.
Navigation
Navigation Menu
Select More from the bottom tab bar.
Select AP transactions.
AP Transactions Screen
From the AP Transactions screen, users can view all approved and unapproved transactions, as well as search and filter the listing to find a specific transaction.
Button/Field | Description | |
|---|---|---|
1 | Back button | Returns to the previous screen. |
2 | Unapproved tab | Displays all unapproved AP transactions. |
3 | Approved tab | Displays all approved AP transactions. |
4 | Search Bar | Searches the selected tab for entered values. |
5 | Filter | Provides filters for location, type, vendor, date range, and assignment. |
6 | Transaction record | Displays the transaction details, including:
Tapping a transaction record opens the transaction details screen. |
Approve AP Transactions
Unapproved transactions can be approved from the 'Unapproved' tab of the AP Transactions screen. To approve an unapproved transaction, tap into the desired transaction on the 'Unapproved' tab.
When it opens, review its details to ensure that the transaction was entered correctly and then click 'Approve'. The transaction will display the following tabs and fields.
Button/Field | Description | |
|---|---|---|
1 | Back button | Returns to the previous screen. |
2 | Basic Info tab | Lists the header details of the AP transaction. |
3 | Attachments tab | Shows all attachments uploaded to the AP transaction. |
4 | Details tab | Lists the items added to the Details grid of the AP transaction and displays:
|
5 | Vendor name | Displays the vendor associated with the AP transaction. |
6 | Document name | Displays the value entered for the document number. |
7 | Document Date | Displays the date of the AP transaction. |
8 | Location | Displays the location assigned to the AP transaction. |
9 | Value | Displays the document amount. |
10 | Status | Displays whether the transaction is approved or unapproved. |
11 | Approve button | Opens a confirmation modal to approve the transaction. |
Unapprove AP Transactions
Users with the ability to unapprove transactions can do so by navigating to the 'Approval' tab of the AP Transactions screen and tapping on the desired approved transaction.
The details of the transaction, as described in the section above, will be listed. After reviewing these details, tap the 'Unapprove' button and then confirm this action from the prompt that appears.
