End Day - Review and Submit Servicings

Applies to: BookLink Mobile for Android, Version 1.5 and higher

NOTE: This should be done at the end of each servicing day. When you end your work for the day, end your day on the handheld. Do not wait until the start of your next day to end your day on the handheld.

We have received a number of inquiries on how to approve invoices at end of servicing day. Here is a quick tutorial that will hopefully assist with this.

1. On the end day screen, swipe left or right on each invoice to “approve” or mark for “needs attention”

2. You will then need to tap on the green check mark or the red interdictory circle to make the entire line turn green or yellow. Until this is done you will not be able to submit day.
   
   
3. Then submit day.
   
   
4. Please note that you will still need to post the servicings in BookLink desktop at this time. We plan to implement an auto-post system at some point in the future to remove this step.

This is not necessarily the best design; however, it is the current design. Thanks for your flexibility as we navigate this transition.