Start cooperating with your clients using the Briox App

The Briox app allows your clients to manage their business on the go!
They can:

• Create and send customer invoices
• Manage customers and items
• Approve supplier invoices
• Submit receipts with the scanner

Start cooperating with your clients with the help of the app by following the steps below.

Step 1: Set up the user

To use the app, your client needs to be a user in Briox. If they is not a user yet, simply create the user and give them access rights.

When working with the app, your client only needs the specific access rights required for their tasks. For example, if they are only going to upload receipts and invoices, they do not need access rights to customer invoicing. The following access rights are required per functionality:

1. For customer invoicing: Post, Save, Void, Amend Items, and Amend Customers.
2. For Approval, they only need access to one approval level: Approve payments, Invoice review Level 1 or Level 2.
3. For uploading receipts or invoices, no extra access rights are required, as the scanner is included for all users by default.

TIP! You can create a user role that suits your way of working if one of our predefines roles do not suit you.

Step 2: invite the user to the app

When the user is registered and has created their password, they can download the app and get started right away!
You can also send an email invitation to download the app or direct the user to the Dashboard where they can find a QR code for the App.

Key functionalities

The scanner

The user can directly start scanning documents, photographs, receipts or supplier invoices to the Incoming documents folder of Briox. Documents are automatically cropped, interpreted and handled according to your settings.

Read: Automation settings

In the app, the user can see their scanned documents, any comments made on these documents as well as which documents have already been handled. 

The scanner is ready to use but it is worth noting that you can customise it to suit your needs.

Expense types allow you to direct scanned documents to the correct inboxes of the linked documents section of the archive.

Expense categories help the user categorise their receipts & invoices in a meaningful and organised way without any manual input. You can also prompt the user to enter comments on certain expenses.

Read about expense types and categories.

A scanner History : Just in case… all documents that are sent in to Briox using the scanner are tracked in the Activity log.

Customer invoicing

Built for solopreneurs and micro businesses, customer invoicing in the app is super simple and intuitiv. The aim is to allow users to start up and work independently.
As an agency you can see in real time what is happening in the client's invoicing in the desktop platform.
The user can:

• Create and send customer invoices
• Send invoices via email or as an e-invoice
• Track invoice status
• Manage Customers and items

Read: Customer Invoicing 

Approval

Let users approve their expenses in the app by settings up approval workflows.
In the App they can:

• View the linked documents, pinch to zoom in and out
• Read and answer comments

Read: Approval levels for supplier invoices.

More to come!