A mobile-sized view can help a team refer to key records between meetings or while away from a desk. Confirm supported browsers, device sizes, and which workflows are usable before relying on mobile access.
Review essential information in a compact layout
Keep detailed accounting work for the right screen
Confirm supported access before rollout
BOKLINK ACCOUNTING · MOBILE VIEW
Workspace
•••
Today at a glance
Accounting context
Records to review
Activity overview
Open recordsAvailable to review
Review notesBusiness record
Overview
Records
Reports
Responsive workspace conceptBrowser access where supported
Accounting workflow
Receivables: check invoice and customer context
Know which customer record or invoice needs attention by reviewing the available information in a supported mobile browser. Invoice creation and payment status behavior should be confirmed.
Responsive workspace conceptBrowser access where supported
Accounting workflow
Payables: keep bills and expenses in view
Refer to supplier bill and expense information while coordinating work away from a desk. Mobile editing, approvals, and receipt capture are not assumed.
Responsive workspace conceptBrowser access where supported
Workflow considerations
Banking information needs a deliberate review
Bank statements and reconciliation are best handled with an appropriate level of detail. Mobile bank feeds, bank connections, and mobile reconciliation have not been verified.
Use available records as a reference
Confirm the supported banking workflow
Avoid treating a mobile view as a completed reconciliation
Accounting workflow
Financial visibility in a smaller view
Refer to financial information and reports when supported by the browser and device. Do not assume real-time updates or the full desktop feature set on mobile.
Responsive workspace conceptBrowser access where supported
A clearer way to work
Keep business information useful and focused
Customer, invoice, bill, and expense context can help a team orient itself while away from a workstation. Confirm which fields and actions are available at each device size.
Prioritize the information needed for the next decision
Keep sensitive details out of shared-device views
Check accessibility and browser behavior
BOKLINK ACCOUNTING · MOBILE VIEW
Workspace
•••
Business record
Accounting context
Records to review
Activity overview
Customer detailsAvailable to review
Recent activityBusiness record
Overview
Records
Reports
Responsive workspace conceptBrowser access where supported
Workflow considerations
Notifications should be verified, not assumed
This page does not promise push notifications, alerts, or background updates. Confirm whether any notification options exist and how users control them.
Confirm the events that can generate an alert
Check delivery channels and user controls
Keep operational follow-up independent of alerts
Workflow considerations
Scanning and capture require product confirmation
Barcode, receipt, and business-card scanning are not confirmed features. Discuss the way your team captures source documents before adopting a mobile process.
Check whether camera-based capture is supported
Confirm supported file types and limits
Plan an alternate document handoff
Workflow considerations
Travel and mileage records
GPS mileage tracking is not assumed. If travel expenses matter, confirm how trip details and expense records can be documented in the available workflow.
Use an agreed method to record travel context
Confirm what supporting details are retained
Review expense policy separately
Workflow considerations
Mobile security is part of the evaluation
No Face ID, fingerprint, passcode lock, or mobile-specific cloud security feature is claimed here. Confirm authentication, session, and device policies with the product team.
Use your organization’s approved devices
Review sign-in and session controls
Avoid sensitive work on unmanaged devices
A clearer way to work
Choose a device experience for the task
Some work is easier to review at a desk; other moments call for a quick reference on a smaller screen. This page describes a device context, not an Apple Watch, voice assistant, or home-screen widget product.
Desktop for detailed review
Tablet for a roomier portable view
Mobile for supported reference workflows
BOKLINK ACCOUNTING · MOBILE VIEW
Workspace
•••
Choose a device
Accounting context
Records to review
Activity overview
Desktop reviewAvailable to review
Mobile referenceBusiness record
Overview
Records
Reports
Responsive workspace conceptBrowser access where supported
Boklink Accounting
Connected accounting across devices
Treat each device as a place to access the work when supported. Synchronization behavior should be confirmed.
Desktop
Tablet
Mobile
Ready for the next step?
Keep important accounting context within reach
Discuss the devices and mobile workflows your team needs, then confirm what is supported.