Reviewing Invoice Batches Awaiting Approval Using a Mobile Smartphone Application
To review batches of invoice entries using a smartphone:
Open the application by tapping the Invoice Appr icon on your device, and then log in.
See Logging In to Mobile Enterprise Applications.
On the Invoice Batch Approval home screen, you can view the list of invoice batches that are currently awaiting approval.
To filter the list of batches displayed, tap the Filter button at the top of the pane. You can refine the batches by:
Batch Date
User
Batch Number
Batch Type
By default, the system populates this filter field with the batch type specified in the Batch Type processing option of the version of the Work With Batches program (P0011) that you use for the mobile application.
In the Filters pane, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:
Takes you to the list of batches that are displayed based on your filter values
Saves the filter values that you entered
The next time you open the filter screen, the system displays the saved filter values.
To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:
Takes you to the list of batches associated with the last saved filter values, if applicable
Ignores the filter values that you entered, and restores the last saved filter values to the filter fields
To delete all filter values you specified, and to enter new filter values, tap the Clear button.
To review a batch, tap the batch from the list of batches.
The system displays a list of invoices associated with the selected batch. For an invoice that involves foreign amounts, the foreign amount and the foreign currency are displayed in the list.
To filter invoices from the list, tap the Filter button at the top of the pane. You can refines invoices by:
Invoice Number
G/L Date
Invoice Type
Invoice Company
Customer Name
In the Filters pane, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system displays invoices based on your filter values.
To discontinue the use of filter values, and to close the filter screen, tap the Cancel button.
To delete all the filter values that you specified, and to enter new filter values, tap the Clear button.
To review line-level details of an invoice, tap the invoice. The system displays the Invoice Details screen.
On the Invoice Details screen, you can:
Review the header information, such as customer name and number, company name and number, invoice date, and exchange rate.
Review line-level details of the invoice, such as the gross amount, open amount, discount available, due date, discount due date, and business unit.
Review text and photo attachments associated with an invoice entry. Tap the first button on the left of the line to open the text attachments. The system retrieves the text attachment from the base EnterpriseOne system and displays the texts in a different screen. To view photos attached to an invoice entry, tap the button below the text attachment button. The system displays the photos in a different screen with a list of photos in the left pane, and the first photo in the list, on the right pane.
When there are no image and text attachments associated with the invoice, the buttons are disabled.
To review G/L distribution information, tap the G/L Distribution tab. You can review header information, such as the customer name and number, amount to distribute, explanation, exchange rate, and G/L date.
Below the header information, you can review line-level details of how the invoice amount is distributed to multiple accounts. You can tap on the text and image buttons to view text and image attachments.
To return to the list of invoices in the batch, tap the Invoices button at the top of the screen.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.