Procountor mobile - features

Support instructions are also available through the Menu button in the application by selecting Help center.

 

Home -view

In the Home view of the Procountor mobile application, you can see notifications and pending tasks such as invoices awaiting approval, and payment.

The Home view scales according to the user’s access rights.

In the Home view, you can find:

• You can see incoming notifications by clicking the Clock icon in the top right corner.
• From the Company Name dropdown menu, you can switch companies without logging out.
• You can start directly by photoing a receipt or creating a new travel, expense, purchase, or sales invoice by pressing the respective icon in the Home view.

 

Tasks

In the Tasks section, you can see invoices awaiting approval, verify, and payment.

Assigned to you - shows the user invoices personally assigned to them that are awaiting verify or approval.

Other tasks - this section displays all pending tasks within the company, such as paying, sending, or approving invoices. Tasks are shown to the user if they have the user right for the task.

By clicking on the section, you will be taken to the invoice list, which is automatically grouped, for example, into invoices awaiting review.

 

Comments

In the Comments section, you can see the latest comments related to invoices.

• By clicking on an individual comment, you are taken directly to the invoice.
• The comment is removed from the Home view once it has been opened.
• Through the All link, you can browse all comments.

 

Draft

In the Draft section, you can see incomplete invoices.

• By clicking on an invoice, you are taken to the invoice view.
• Through the All link, you can see all incomplete invoices.
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Menu

From the Menu button on the bottom row, you can see:

• Personal information (own name), where you can see your user information.
• Company Information (company/organization name)
  • Displays company information such as address details and active bank accounts.
  • You can switch to another company without logging out of the application by using the Switch Company button.
• The settings
  • You can choose the language of the application
  • From the Manage features button, you can define which functions you wish to display in the application. 
  • With the Save photos to device library - option, you can save the photos taken with the application to you phone's photo library.
• Cards
  • You can add a payment card to the application.
  • When you add your card details, the application can automatically select a payment method to the receipt for fast receipt processing.
• Help center
  • You can find the application instructions by subject area. From the help center, you can also make a call to Procountor’s customer service.
• Sign out
  • You can sign out of the mobile.

 

• The VAT rates displayed in the application are derived from the VAT defaults of the Procountor software.
• For international transactions, the conversion rate used in the application is derived from the currency rate view of the Procountor software Management > Company info > Browse currency rates.