Reviewing Voucher Batches Using a Mobile Smartphone
To review voucher batches using a mobile smartphone:
Open the application by tapping the Voucher Appr icon on your device, and then log in.
From the Voucher Batch Approval home screen, you can view the list of batches that are currently awaiting approval.
To refine the batches that appear on your screen, tap the filter icon at the top right of the screen.
You can use these fields to filter the batches:
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 system displays the saved filter values the next time you open the filter screen.
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 takes you to the screen that has a list of vouchers associated with the batch. For a voucher that involves foreign amounts, the foreign amount and the foreign currency is displayed in the list.
To refine the vouchers that appear on your screen, tap the filter icon at the top right of your screen.
You can use these fields to filter the vouchers:
Voucher Number
Voucher Company
Voucher Type
Currency Code
G/L Date
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 vouchers 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 view line-level information of a voucher, tap the voucher.
The system displays the Voucher Details screen, and you can:
Review the voucher header information, such as invoice number and date, exchange rate (if it is a foreign transaction), G/L date, payment terms, and business unit.
Review line-specific information, such as the gross amount, taxable amount, tax amount details, pay status, due date, and remarks associated with the line.
To review text attachments associated with the voucher line, tap the top icon on the left of the line. The system retrieves the text attachment from the base EnterpriseOne system and displays the texts in a different screen. To view photos attached to a voucher line, tap the icon below the text attachment icon. The system displays the photos 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 voucher line, the icons are disabled.
To review general ledger distribution information, tap the G/L Distribution tab. You can review header information, such as the supplier address, tax rate/area, amount to distribute, 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 icons to view text and image attachments.
To go back to the list of vouchers, tap the Vouchers button at the top left of the screen.
To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.