Overview
Take control of your business admin with Access Mobile, the free app that lets you view & update your finance 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 Appointments
Two-way integration with our finance system, Access Dimensions, 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 value 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, giving you real-time, on demand access to your KPIs wherever you are.
Functions
•Timesheet entry and approval
•Expenses entry and approval
•Absences/purchase request approvals
•View and email reports
•Integration with ACE (Accounting for Carbon Emissions)
•View appointments, with drill-down to accounts information
•Integration with CRM
•Fully configurable workspaces
•Multi-level approval workflow
Compatibility:
FocalPoint Web Services from 3.6.04
The following features require a specific minimum version of FocalPoint Web Services to function:
3.6.06sp3
Absence Approval
Purchase Request Approval
3.6.07
Customer Enquiry
4.0.0.sp1
My Appointments
My Timesheets
Or
Access Mobile Services from 3.1(requires minimum FocalPoint database version of 4.0.0.01)
CRM Workspaces are not available with FocalPoint Web Services.
Note: Access Mobile will only work with the 3.2 series of Access Mobile Services(AMS) or below.