Payables Transaction Approval

Payables Transaction Approval is the workflow to review, approve, or reject a payment transaction. When you open the workflow, you will see a screen that lists all your companies and the number of existing transactions eligible for review.

*Users can only see transactions that have been assigned to them.

1. After entering invoice data into Dynamics GP, submit the payables transaction for approval per your standard process.
   • Ensure the transaction is assigned to an approver set up with Mobile Workflows.
2. Log into PowerApps. Select Mekorma Mobile Workflows.
3. On the home screen of your app, click Payables Transaction Approval.
4. A list of the companies displays, with the number of pending transactions in parentheses.
5. To view a transaction, click the company you want to review.
6. Each assigned transaction displays.
   • Click the Comment checkbox to review any comments added by the requestor to a transaction.
   • Click the Detail checkbox to review a transaction more in depth.
   • Click the dollar sign icon to view distribution information.
   • Click the paper clip icon to view any attachments to a transaction.
7. Mobile Workflows allows you to batch multiple transactions at the same time for approval or rejection. To select all transactions for a specific business, use the checkbox next to the business name.
8. Example: when you are ready to approve, mark the checkbox to the left of each transaction you want to approve, then click the Approve button.
   

9. After clicking the appropriate approve/reject button, a dialogue box appears that allows the approver to add comments. This matches Dynamics GP functionality.
10. Once a transaction has been approved or rejected, the results are reflected in Dynamics GP and the requestor can view any feedback left by the approver.