View a document on mobile

Where: Approval tab in the mobile app → document list

1. Tap a document in the list to open it.
2. At the top of the screen you will see a collapsible PDF preview. Drag it down to expand it or drag it up to make it smaller. The size you choose is remembered.

3. Below the PDF, check the document fields: supplier, document type, document number, total, currency, document date, and payment date.
4. To read or add notes, tap the comments icon in the top-right corner. Notes are the same ones visible on the web, and @mentions work here too.
5. If the document has a warning, you will see a coloured banner near the supplier name. Tap or read it before acting.

Note

The three action buttons — REJECT, FORWARD, and APPROVE — are at the bottom of the screen.

Related: Approve, reject, or forward on mobile · Approve a document that has a warning