AccoBee

iOS Universel / Finance

This description specifies the overall features and benefits of using the AccoBee mobile application.
AccoBee is a role-based expense recording and business transaction management tool designed for accounting purposes. The mobile application serves to record and manage expenses & transactions made by users.

Mobile Accessibility:
* The application is accessible on all iOS mobile devices for users to manage their personal and company finances on the go.

User Roles and Permissions:
* The application allows the creation of multiple user accounts with various predefined roles such as Client Admin, Approver and Employee.
Each role is associated with specific permissions and access levels to ensure data security and compliance with financial regulations.

Dashboard:
* Upon login, users are presented with a dashboard tailored to their role. The dashboard provides an overview of all dockets categorized under multiple docket status.

Account Management:
* Users can create, onboard and manage all the user roles with the user management.

Expense Tracking, Income Management & Budgeting:
* Users can record their expenses by attaching receipts or invoices using the mobile camera to uploaded documents, bills, invoices in the various sources of income names such as sales revenue, investments, and salary deposits for different categories, projects, or departments and communicate for the specific actions taken on the docket with built in conversations.
Expense approval workflows can be set up for manager roles such as Approver and Client Admin to ensure proper authorization.

Taxation Support:
* The application may support tax calculation and reporting with ledger management features, helping users to track the ledger balances to calculate and prepare tax returns accurately with the help of web app to manage ledger.

Collaboration and Workflow:
* Collaboration features allow different roles to work together on financial tasks and approvals.
Workflow automation streamlines processes like expense approval or invoice processing.

Security and Compliance:
* Robust security measures, such as encryption and multi-factor authentication, ensure data protection.
The application may also help users comply with accounting standards and tax regulations.
Integration:
* Integration capabilities with other software and services, like payroll systems or accounting software, enable seamless data exchange.
Support and Training:
* The app offers user support and training resources to help users effectively utilize its features.
In summary, a role-based accounting mobile application is a versatile tool that adapts to the diverse needs and responsibilities of different users within an organization. It provides a structured and secure environment for financial management, simplifying tasks such as expense tracking, income management, budgeting, and reporting while ensuring compliance and data security.

Quoi de neuf dans la dernière version ?

This update addresses the handling of email IDs being case-sensitive, User IDs previously used is displayed in the login screen. This would help users who need to navigate between two logins easily. Display of conversation between the web application user roles like DEO and the Accountant is restricted to the mobile users.