The importance of mobile apps in accounting firms

We have reached the end of a cycle, everything has matured, we see the full adoption of mobile phones and social media. All clients are digitally connected, online the entire time.

Cloud Accounting software

We work with a young generation and this generation of accountants has grown up in a digital world, they expect their work place to be using cloud and mobile technologies and it is important to stay abreast and adopt these technologies or risk losing both clients and staff. The accounting industry has been one of the slowest to move to a digital world and is trying to play catch up now.

In today’s marketplace, accounting firms are faced with new challenges brought on by globalisation and increasing competition. Streamlining data is a critical factor for these firms to maximise productivity and gain greater insight into their business to meet these challenges head on.

GreatSoft’s Mobile GO Application is a native mobile app that helps your firms’ partners, managers and employees manage time, appointments, travel logs and expense claims accurately and easily.

GreatSoft GO: A revolutionary mobile Time, WIP and Expense app

If you are looking for solutions to help you to record time and calculate WIP in your accounting firm, choosing a mobile app is probably the best decision as it allows you to have access to numerous features, under the umbrella of a single app.

The GreatSoft GO Mobile App for accounting firms is compatible with both IOS and Android platforms and this state-of-the-art time, WIP and expense mobile app allows you to easily use WIP features that are like no other. Some of the features of this unique app include:

Mobile Timesheets – You can now capture timesheets from entries in the calendar, as well as construct adhoc entries, while on the move. With an integrated connection to GreatSoft Cloud Practice Management, you can directly submit your time to GreatSoft PM. Being integrated with your calendar, this app is capable of automating the start and calculates the duration of time that you have spent towards completing a task.

Expense Capture – There are many times when out of pocket expenses are incurred while working on a client matter or completing a task for your firm. GreatSoft GO, allows you to capture these expenses in the form of disbursements, while allowing you the opportunity to capture them in their native currency. However, before submission, GO makes sure that your submissions are subjected to proper currency conversion and the converted amount is submitted as a disbursement for you to claim later.

Mileage Tracking – If you are travelling to meet a client, and want the distance that you have covered to be captured and the expense of fuel or taxi submitted in the form of a disbursement, GreatSoft GO is capable of providing you with services for the same as well. It takes the help of your GPS system and can track every movement you want to record. Whatever your mode of transport, GreatSoft GO makes note of the kilometres travelled, hours taken, and route travelled in order to form accurate submissions.

Mileage Capture – This mobile app is also capable of capturing mileage that isn’t recorded by the application, while providing you with the convenience of converting the distance such that it reflects the rate the firm uses for every chargeable and non-chargeable entry.

Look up client info – For partners, managers and staff, the ability to look up a client address and contact information within the GO App will save you and your team the aggravation of contacting the office for information while on the road. You can mail the client or call the client within the GreatSoft GO App.

Debtors lookup – If you want to see Debtors ageing, WIP Time spent or the total lock up from one simple screen on the move, the GO app is for you.

The GreatSoft Suite of Practice Management solutions can help solve complex problems in the Accounting Industry. Secure the future of your practice – Book a consultation with us today and discover how GreatSoft is helping firms transition to the cloud.