Accounting

Summary: This article explains how to use the Accounting section of the Mobile App.

Signature Approval

The Signature Approval page allows you to approve individual or multiple invoices.

• Select Approve All to approve all invoices.
  • Select Yes or No to the following confirmation message:
    • Approve All: Are you sure you want to approve and pay ALL invoices listed?
      
  • Change the current association by selecting an association from the Association List.
  • Select an invoice to open the Invoice Details.
    
    
    • Select the Forward Arrow Icon  to access the following options:
      • Change Step: Opens the Change Step page.
      • Send Message: Opens the New Message page.
      • Cancel
    • Select Approve to approve the invoice signatures and step the invoice to the next step.
      • Note: If the invoice has already been stepped, the Approve option will be replaced with Pay.
• Select the GL item to open the Edit GL page.
  • Select a GL Account.
  • Select an Association Fund.
  • Enter a description if necessary.
  • Enter the Amount.
  • Enter an Annotation if necessary.
  • Select the Checkmark Icon  to save.
    
• Any attachments available can be viewed by selecting View Attachment where available.