The mobile app allows you to review and take action on expenses and bills directly from your device. Use the Quick Review section to manage to-dos, access the Costs tab for detailed filtering and search, and use the Ask tab to get answers about unpaid bills and transactions.
1. Access the Quick Review To-Dos
When you open the mobile app, the Quick Review section appears at the top of the screen.
Select Quick Review to view all of your to-dos, including:
Missing information
Approvals
Use the Filter option to narrow your view by:
Card transaction expense draft
Expense waiting for approval
Bill draft
Bill waiting for approval
Bill waiting for payment approval
Bill waiting for payment
2. Review and Take Action on To-Dos
Select any item in the list to open its details.
From the item view, you can:
Reject
View comments
Confirm
Save for later
Approve bills by tapping Approve
Note: Approval actions can be completed directly within the item view.
3. View To-Dos by Individual Sections
From the main screen, access each to-do category individually instead of using Quick Review.
Examples include:
Expense missing info
Waiting for approval
Select See All to view the full list.
4. Use the Costs Tab
Selecting See All takes you to the Costs tab.
In the Costs tab, filter items by:
Bills
Expense
Job
Vendor
Cost code
Account
Date
Status
Straw status
Billable status
Use the Search field to search by:
Amount
Vendor
Date
Use the Sort option to sort by:
Date
Cost code
Job
Vendor
5. Use the Ask Tab
Open the Ask tab to use the AI agent.
Use the AI chat to ask questions about your account, such as:
Unpaid bills
Transactions
You can ask any questions related to your account. The AI agent reviews your account information and provides answers based on your data.
Summary
The mobile app allows you to:
Review and manage to-dos from Quick Review
Approve, reject, or save bills and expenses
Filter, search, and sort items in the Costs tab
Ask questions about unpaid bills and transactions in the Ask tab
If your question isn’t answered in our Knowledge Base, please contact us at [email protected] and we’ll be happy to help.