Use Mezzanine on your phone

Goal

Check what needs you, approve a payment and find your way around Mezzanine from a phone.

How it works

There’s no app to install and nothing to switch on. Open Mezzanine in your phone’s browser and it shows one screen at a time, sized for the phone, in place of the sidebar and pages you see on a computer. It does this on any phone, and on any browser window 600 pixels wide or narrower. A tablet gets the same layout as a computer.

Before you start

• You can sign in to Mezzanine on a computer. The phone uses the same sign-in.
• Four sections aren’t on the phone yet: Payment Requests, Company Files, Legal & Compliance and Integrations. They’re wide screens full of documents and tables, built for a computer, so use one for those.

Part A: Open Mezzanine and get around

1. On your phone, open Mezzanine in the browser and sign in.
   You land on Home: your organization’s name, its total, four round buttons (Pay, Receive, Transfer, Approve), then Needs you, Directory and Recent. See Home for what each part shows.
2. To go somewhere else, tap More (⋮) at the top right, then tap Menu.
   The Menu screen lists every section of the sidebar, in the same order and under the same headings.
3. Tap a row, such as Contacts.
   Its screen opens, filling the phone.
4. To go back, tap the arrow at the top left.
   You return to the screen you came from.

From any screen, ⋮ also offers Home and Recently viewed, along with that screen’s own actions, such as See all contacts on a contact.

Switching organization? On Home, tap your organization’s name at the top to open Switch organization, then tap the one you want. On Menu, tap the first row, which shows your organization’s name above Switch organization.

The Menu screen ends with two groups of its own:

• Get help: Help lists these help pages, with a search box. The ways to reach support follow.
• This device: Recently viewed, Personal settings and Sign out.

Part B: Approve a payment from Needs you

1. On Home, look under Needs you.
   Each row shows the item, its amount, where it stands, such as 1 of 2, and the step it needs from you, such as Approve.
2. Tap the item.
   Its screen opens with the payment’s details and the Process so far. The buttons for your decision sit at the bottom of the screen.
3. Check the details, then tap Approve.
   A sheet slides up from the bottom, titled Add a document (recommended).
4. Attach a document and tap Save and continue, or tap Continue without one.
   The sheet changes to Approve this payment?.
5. Tap Approve.
   Your approval is recorded and the item leaves Needs you if nothing else waits on you for it.

The other steps, Propose, Sign and Execute, work the same way as on a computer. See Approve, sign and send a payment for each one. If more than three items wait on you, tap See all under Needs you, or tap Approve at the top of Home, to see the whole list.

Sheets: On a phone, most windows that would open in the middle of a computer screen slide up from the bottom instead. To close one without doing anything, tap × at its top right or tap the darker area above it.

Part C: Start a payment or a transfer

1. On Home, tap Pay.
   A sheet opens titled New payment, with Bill Pay, Quick Pay, Internal Transfers and Recurring Payments.
2. Tap the one you want and fill in the form.
3. Submit it.
   A Done screen confirms it, with a Home button to go back.

Transfer opens the transfer form directly. Receive shows how to send money into your account. If your organization has more than one account, choose the account first.

If something goes wrong

You see	Why	What to do
A screen saying Open this on a desktop to use it.	You opened Payment Requests, Company Files, Legal & Compliance or Integrations, or a link to a page in one of them. These are wide, document-heavy screens that aren’t on the phone yet	Open the same link on a computer. Tap the arrow at the top left to go back to Home
A button is greyed out	You don’t have the permission that step needs	See Who can use it for the permission, and ask an Admin for it
Needs you reads Nothing needs you right now.	Nothing is waiting on you	Nothing. New items appear here when someone needs you