Overview

The mobile app can be accessed from a browser and is customised to work on mobile devices and desktop computers. It links to the same database that BOS Professional links to.

If a user is connected to more than one database, they are asked to select one at login.

The approvals module allows you to approve transactions from the mobile app.

 Transactions are only displayed if:

1. The transaction must be approved. 

2. The transaction is in the Approval status (e.g. Active). 

3. Some items that require manual approval must still be approved. 

4. You (person accessing the mobile app) can approve one or more of the items as user or as admin.

Transactions List View

ℹ️ Displays all the qualifying Transactions, grouped by Transaction Type.

• Header: Lists the Transaction Type. 

• Detail: Lists the following information in groups:

  • • Transaction number (e.g. Work Order number) | Customer Name

    • Reference

    • Due Date

    • Number of items approved / number of items requiring approval - Percentage that the approval is complete.

Transactions Detail View

ℹ️ This view is active after a transaction is clicked on the Transaction List View.

Buttons Explained

• <: Navigates back to Transaction List View.

• Checkmark (next to Transaction): Approves all the outstanding items.

• Rounded Arrow icon: Resets the checklist. Items that are automatically checked, will show approved because the system automatically approves them again.

• Checkmark (next to approval item): Approves the specific checklist item. The checkmark is displayed in green if the item is ready for approval.

• Actions (three vertical ellipses next to approval item):

  • Add Note: Used to add a note (e.g. the reason the item was declined).

  • Decline: Declines the specific checklist item.

  • Reset: Resets the specific checklist item.

Fields Explained

• Transaction Code and Number.

• Status colour coded.

• Reference: The reference entered on the transaction.

• Company: Name of the Customer.

• Contact: The contact person selected on the transaction.

• Rep: The rep selected on the transaction.

• Total: The VAT exclusive total amount on the transaction.

• Process: The number of items approved / the number of approval items - the approval process as a percentage.

• Colour-coded approval items with information on what must be approved and who may approve the items:

  • Green: item has been approved.

  • Red: Item cannot be approved because the information is missing, or it has dependencies.

  • Yellow: Item is ready to be approved.

  • Grey: Declined. The item can still be approved by clicking the checkmark or reset by clicking Actions (three ellipses).

  • A: Item is automatically approved if field is entered.

  • M: Item must be manually approved.