Setup for Remote Approvals

With the release of Mekorma Build x80, PowerApprovals is our Microsoft Power Platform-based mobile application for remote payment approval. PowerApprovals allows any designated company approver within the organization to easily approve payments from their mobile device, or from any computer using a browser of choice.

Before setting up PowerApprovals, please make sure you have” met the system requirements”:https://userguide.mekorma.com/mymanual/x82/en/topic/powerapprovals-system-requirements.

Requirements

Before an Approver can make use of PowerApprovals, there are a few setup tasks that must be accomplished.

Administrators

1. Secure Approval Workflow

• Administrators must configure Secure Approval workflow under the Task-Based model. Any companies still functioning using Legacy security by User ID or Checkbook security must convert to Task-Based security to take full advantage of PowerApprovals.

2. Credentials

• In order to use the app, Approvers must have a valid email account associated with their GP User ID. A valid email account is defined as an Office 365 account or a Azure Active Directory federated domain account.
• System Administrators can handle the email setup for all Users, within the Approval Email Setup window.

3. Grant Access to PowerApprovals

• An Administrator must share or give access to PowerApprovals for each Approver. For more information on sharing Power Apps applications, please consult the following Microsoft Docs documentation: Share a canvas app in Power Apps

Approvers

1. Download PowerApps

• Your company must hold valid Power Apps licenses and have an environment to deploy PowerApprovals.
• A System Administrator must contact Mekorma to obtain a copy of PowerApprovals to be uploaded and deployed in the PowerApps environment.
• For mobile deployment, Approvers must install Power Apps on their devices. Power Apps can be obtained from the Google Play Store for Android devices or Apple store for iOS devices.
• Once an Adminsistrator has shared PowerApprovals with a User, the application can be accessed by opening Power Apps on a mobile device.

Approvers are then ready to use the mobile app to review, reject and approve payments!