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.

These tutorials explain how to approve transactions from the Mobile App.

Click indicates you should left click your mouse button or tap if your device has a touchscreen.

How to Display a List of Transactions that must be Approved

 ℹ️ Transactions appear on the list when the following conditions are met:

1. The transaction must be approved (i.e. uses checklists). 

2. The transaction is in the Approval status. 

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.

1. Log into the Mobile App.

2. Click Approvals (button).

3. The applicable transactions are displayed, if there are any.

How to Approve a Transaction

1. Log into the Mobile App.

2. Click Approvals (button).

3. On the List of Transactions, tap / click the transaction you want to approve.

4. Review the list of outstanding Checklist Items. 

5. Click the checkmark next to Transaction to approve all the items.

How to Approve an Individual Checklist Item

1. Log into the Mobile App.

2. Click Approvals (button).

3. On the List of Transactions click the transaction you want to approve.

4. Click the checkmark next to the item you want to approve.

How to Decline a Checklist Item

1. Log into the Mobile App.

2. Click Approvals (button).

3. On the List of Transactions click the transaction you want to approve.

4. Click the three ellipses (actions) next to the item you want to decline and click Decline on the context menu.

How to Add a Note to a Checklist Item

1. Log into the Mobile App.

2. Click Approvals (button).

3. On the List of Transactions, click the transaction you want to edit.

4. Click the three ellipses (actions) next to the applicable item and click Add Note on the context menu.

5. Type a note in the block provided on the popup.

6. Click Save (button).

7. The note is displayed on the third line below the icon information.

How to Reset a Checklist Item

 ℹ️ You can reset a Checklist Item that was previously approved or declined.

1. Log into the Mobile App.

2. Click Approvals (button).

3. On the List of Transactions, click the transaction you want to edit.

4. Click the three ellipses (actions) next to the item you want to decline and click Reset on the context menu.