Mobile Approval

Mobile approval is available for any non-PO, precoded invoices.

Accessing Invoices through Mobile Approval

If you have invoices that are awaiting approval, you will receive an email notification once a day to alert you. To access these invoices from your mobile device, click on the "Approve My Documents" link in the email notification.

This will take you to the mobile DataServ login page. Once logged in, you will see your list of invoices to review and approve. The total number of invoices ready for your approval is listed at the top of the page.

Any non-PO, precoded invoices will be listed out with a preview of the invoice details.

Click directly on the invoice to see all of the details.

You can access the document image, coding details, or discussion pane items by clicking on the corresponding link.

Approving an Invoice

To approve an invoice, select the "Approve" button.

Then, you'll be taken back to your list of remaining invoices that are pending approval.

Rejecting an Invoice

To reject an invoice, select the "Reject" button. You'll then choose the "Reject Reason" by clicking in that box, select your reason from the list, and click "Done." The Reject Reason is a required field.

Once the Reject Reason is filled in, you can add Notes if you'd like. Then, select "Reject."

Then, you'll be taken back to your list of remaining invoices that are pending approval.

Invoices Not Available for Mobile Approval

For any invoices that do not meet mobile approval criteria, you will see the "More Approvals Needed" link and the number of invoices that fall in that category.

When you click on this link, you will see a message that directs you to login through the desktop application to process these invoices.