A business owner checks an invoice reference before calling a customer.
MOBILE ACCOUNTING
Keep Accounting Work Accessible on the Go
Stay connected to important accounting information when work takes you away from your desk.
Accounting overview
Accounting context
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
Today at a glance
Accounting context
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.
Explore this workflowReceivables
Accounting context
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.
Explore this workflowPayables
Accounting context
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.
Explore this workflowFinancial view
Accounting context
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
Business record
Accounting context
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
Choose a device
Accounting context
Boklink Accounting
Connected accounting across devices
Treat each device as a place to access the work when supported. Synchronization behavior should be confirmed.
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.
A manager reviews a supplier bill while away from the office.
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.
Open the Accounting demo page