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Access Mobile+ | Panload

Overview

Take control of your business admin with Access Mobile+(AM+), the free app that lets you view & update your Access Dimensions or FocalPoint system on the go. Features timesheets, expenses, reports & more.

My Timesheets

Quickly fill out timesheet information in a few taps. This feature is set up to capture the exact information your business needs, from dates and values to associated projects and notes.

My Expenses

Enter every real-world expense, from mileage to accommodation - even the CO2 associated with your business trips. Simply enter the relevant information, attach a picture of the receipt and send through the approval workflow for fast, accurate reimbursement.

My Schedule

Two-way integration with our Access Dimensions and Focalpoint systems, shows you exactly what you’ve got coming up for the days, weeks and months ahead. Also includes a map feature to show which client sites and appointments are closest together, helping you maximise time on the road.

My Contacts

Live integration with GoldMine Enterprise gives you the up-to-date picture on customers and prospects, with configurable workspaces that let you quickly jump between your contacts, activities, opportunities and cases. Communication feature lets you call/email your contacts in just one touch.

Approval workflow

This ensures timesheets, expenses, absence and purchase requests are all seen and approved by the relevant people before updating your finance system. Rules are configurable, and can be set at as many levels as you need.

Accounting for Carbon Emissions (ACE)

When entering expenses, Access Mobile+ will recognise where specific expense types are set up to account for carbon (e.g. mileage) and will incorporate the values into your overall business carbon footprint reports.

Reports & KPIs

All the reports you’d normally get from your desktop, such as Aged Debtors and P&L can be viewed and emailed direct from your iPhone or iPad, giving you real-time, on demand access to your KPIs wherever you are.

Features

• Supports iPhone and iPad

• New Customisable Home Views

• Quick Expense entry

• Timesheet entry with support for Weekly and Daily Advanced modes

• Expense entry

• Combined Expense, Timesheet, Absence and Purchase Request approval

• View and email reports

• Integration with ACE (Accounting for Carbon Emissions)

• Maps integration with Directions

• View and create appointments, with drill-down to customer information

• Integration with CRM

• Fully customisable workspaces

• Multi-level approval workflow supporting FocalPoint N-Level approval

Compatibility:

Requires Access Mobile Services 4.0 or above to be configured by an Access Consultant.

Requires a minimum version of FocalPoint 4.0.0.7
8.1
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Access Mobile

Author panload
Published 2015-08-27
Categories Mobile, Access,
Views 6051
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