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Management Reporting

Access Mobile

In today's busy world, being out of the loop just isn't an option. You want to be connected to your business constantly, wherever you happen to be. That's why we developed Access Mobile. This unique platform provides powerful two-way integration between your mobile device and your Access system - so you can be at your most productive, 24:7.

Focalpoint for the iPhoneDemonstration

Expenses management workflow and CO2 measurement just some of the features covered in the latest demo of our fully integrated app.

Watch now »

My Timesheets

Using Access Mobile, it's easy to enter and submit timesheets on the go. The intuitive interface features pre-configured lists and drop-down menus, allowing you to quickly tap in information such as dates, values and project codes. To save time, existing timesheets can be duplicated and edited to speed up repeat or similar submissions.

My Expenses

Scrollable lists and intuitive drop-down menus allow you to quickly tap in expense claims, with full detail of values, dates, project codes and additional notes. Images taken on your mobile, such as receipts and rail tickets, can also be attached to complete your submission.

My Appointments

Live integration with Access Dimensions lets you see all your upcoming appointments at-a-glance and drill-down to detailed contact information. Using the map function, you can also see how close client sites are to appointments, and view all locations within 40 miles of a specific postcode. This helps you plan journeys more effectively and maximise time out of the office.

Integration with CRM

Two-way links with CRM systems such as Access Dimensions and GoldMine Enterprise Edition give you an instant picture of all your customer and prospect information. For ease of navigation, your accounts, contacts, activities, opportunities and cases are divided into fully customisable 'workspaces,' each of which is fully linked so that you can quickly jump from one to another and drill down on the information you need. These functions also integrate with the Google navigation tools, allowing you to utilise the map and journey planning software described above.

Multi-level approval workflow

Timesheets, expenses, absence and purchase requests can undergo an approval procedure, ensuring information is properly authorised before updating the core ledgers. Authorisation can be configured to suit your business, from simple one-step routines to complex procedures involving many members of staff.

Accounting for Carbon Emissions (ACE)

Integration with the Access Dimensions ACE functionality extends carbon reporting to your mobile. Simply enter the required values when submitting expenses (e.g. miles travelled) and Access Mobile will automatically incorporate the corresponding 'carbon values' into your overall business carbon footprint.

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 mobile, giving you real-time, on demand access to your KPIs wherever you are.

Features overview:

  • My Timesheets - view, approve, enter and submit
  • My Expenses - view, approve, enter and submit, plus CO2 emissions recording
  • My Appointments - dates, times and locations at-a-glance
  • Integration with CRM -  view accounts, contacts, activities, appointments & more
  • My Reports - view and email all desktop reports on the move
  • Purchase Requests/Absence - view and approve
  • Map - showing proximity of client/colleague location/s
  • Multi-level approval workflow
  • Sliding Home Screen

 

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