Now, you can approve purchase quotes, bills, and transactions right on your mobile device via WhatsApp! How cool is that? (Please let us show off a bit! 😎)
- You will receive a WhatsApp notification regarding a purchase quote, bill, or transaction that needs their approval. Click on Approve.
- Once in the Peakflo app, you can review items and attachments associated with the purchase quote, bill, and transaction.
- As an approver, you can either approve, decline, or return the purchase quote, bill, or transaction to draft.
- If the purchase quote is approved, it will automatically be converted into a purchase order and sent to the vendor. Make sure that you've filled out the vendor details correctly for the delivery to be successful.
- If the bill is approved, it will automatically be scheduled for payment on the due date. Make sure you have enough amount in your wallet, or else you'll need to top-up.
Learn how you can pay bills with Peakflo!
Check out the GIF below for an illustrative walkthrough on the steps.
Mass Approve Bills, Purchase Quotes, and Transactions on Mobile
To speed up the month-end closing process, you can also mass approve bills, purchase quotes, and transactions on-the-go.
- Click on Approve in the WhatsApp message you receive.
- Once you're in the My Approvals section, you can select multiple bills, purchase quotes, or transactions (make sure you're in the right tab!)
- The Bulk Actions button will show up, and you can either send them for approval, approve, or decline.