Boklink

/
/
MOBILE ACCOUNTING

MOBILE ACCOUNTING

Keep Accounting Work Accessible on the Go

Stay connected to important accounting information when work takes you away from your desk.

BOKLINK ACCOUNTING · MOBILE VIEW
Workspace
•••

Accounting overview

Accounting context

Records to review
Activity overview
InvoicesAvailable to review
ExpensesBusiness record
Overview
Records
Reports
Responsive workspace conceptBrowser access where supported

A clearer way to work

Accounting on the go starts with access that fits

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.

    BOKLINK ACCOUNTING · MOBILE VIEW
    Workspace
    •••

    Receivables

    Accounting context

    Records to review
    Activity overview
    Customer invoiceAvailable to review
    Payment recordBusiness record
    Overview
    Records
    Reports
    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.

    BOKLINK ACCOUNTING · MOBILE VIEW
    Workspace
    •••

    Payables

    Accounting context

    Records to review
    Activity overview
    Supplier billAvailable to review
    Expense recordBusiness record
    Overview
    Records
    Reports
    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.

    BOKLINK ACCOUNTING · MOBILE VIEW
    Workspace
    •••

    Financial view

    Accounting context

    Records to review
    Activity overview
    Income summaryAvailable to review
    Cost overviewBusiness record
    Overview
    Records
    Reports
    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.

    Boklink Accounting

    Illustrative mobile work scenarios

    Examples to help frame a product conversation; these are not customer accounts.

    Illustrative scenarios — not verified customer testimonials.

    01

    A business owner checks an invoice reference before calling a customer.

    02

    A manager reviews a supplier bill while away from the office.

    03

    An accountant notes questions to revisit during a desktop review.

    Product conversation

    See how the workflow fits your team

    Share the accounting scenario you want to discuss. This demonstration form validates in your browser only; it does not send or store your details.

    滚动至顶部