Once your team members have submitted reports to you for approval, you can take additional actions on the report along with approving the report from the mobile app.
You can approve the report, send it back to the employee, add comments on the expenses, flag expenses, and view the report history from the mobile app.
The Fyle app is available to download via App Store and Play Store. Once you download the app, log in to your Fyle account to start taking action on the reports.
Click on the Menu icon in the top left corner of your screen. All the reports that have been submitted to you will be visible under Team Reports.
Approve Reports
Select the report you want to approve. The expenses present in the report will be listed under it. Click on the Approve Report button at the bottom of your screen to approve the report.
Comment on Reports and Expenses
To comment on the report, switch to the Comments tab and type in your comment in the dialogue box provided at the bottom. Click on the arrow to submit the comment.
To comment on a specific expense, open the expense and click on the Comment icon in the top right corner of your screen.
Type your comment in the dialogue box provided at the bottom. Click on the arrow to submit the comment.
Flag Expenses
To flag an expense in the report, click on the expense and select the flag icon in the top right corner of your screen.
You will be asked to provide a reason for flagging the expense, type your reason in the dialogue box, and click Done.
Remove Expenses from the Report
NOTE: Expenses can only be removed from reports with more than one expense.
Open the expense you want to remove, and click on the Bin icon on the top right corner of the screen.
Send Back Report
To send back the report to the employee, open the report and click on the send back icon in the top right corner of the screen.
You will be asked to provide a reason for flagging the expense, type your reason in the dialogue box, and click Done.
This covers the actions you can take on reports submitted to you from your mobile app.
To learn more about how to edit expense details in reports submitted for approval, click here.