Mobile App Approvals Tutorial

Overview#

The mobile app opens in a browser on a mobile device or desktop computer. It links to the same database as BOS Professional.

If you are linked to more than one database, you select one when you sign in.

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

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to View a List of Transactions that must be Approved#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. The applicable transactions appear, grouped by transaction type, with the number of transactions in each group.
4. Optionally, enter a transaction type and document number (e.g. QT 1234), a company or a reference in the Search box to filter the list.

How to Approve a Transaction#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the list of transactions, tap the transaction you want to approve.
4. Review the list of outstanding Checklist Items on the Approval tab.
5. Tap Approve (button) next to the transaction to approve all the items.
6. Tap Confirm (button) on the Confirmation popup.
   • Note: Tap Close (button) instead to close the popup without changing anything.

How to Approve an Individual Checklist Item#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the list of transactions, tap the transaction you want to approve.
4. Tap the checkmark button next to the item you want to approve.
   • Note: The checkmark is only enabled once the item's dependencies (shown as Dependencies tags on the item) are cleared and the item is not already approved.
   • Note: When all the checklist items are approved, the transaction is removed from the mobile app.

How to Decline a Checklist Item#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the list of transactions, tap the transaction you want to approve.
4. Tap Actions (three dots) next to the item you want to decline and select Decline from the context menu.
   • Note: Decline is disabled if the item is already declined.
   • Note: The declined item appears in red.

How to Add a Note to a Checklist Item#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the list of transactions, tap the transaction you want to edit.
4. Tap Actions (three dots) next to the applicable item and select Add Note from the context menu.
5. Enter a note in the Note box on the Add Note popup.
6. Tap Save (button).
   • Note: The note appears on the item's card.
   • Note: Tap Cancel (button) instead to discard the note.

How to Reset a Checklist Item#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the list of transactions, tap the transaction you want to edit.
4. Tap Actions (three dots) next to the item you want to reset and select Reset from the context menu.

How to Reset All Checklist Items#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the list of transactions, tap the transaction you want to edit.
4. Tap Reset (button) next to the transaction.
5. Tap Confirm (button) on the Confirmation popup.
   • Note: Every checklist item is reset to its default status. Automatic approval items are approved again immediately.

How to View Transaction Items#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the list of transactions, tap the transaction you want to view.
4. Tap Items (tab) to view the transaction's line items.

How to View a PDF of the Transaction#

1. Sign in to the Mobile App.
2. Tap Approvals on the Tile Menu.
3. On the list of transactions, tap the transaction you want to view.
4. Tap View PDF (button).