The Briox app allows your clients to manage their business on the go! Start cooperating with your clients with the help of the app by following the steps below.
Step 1: Set up the user
See: Add users and give them access rights.
Step 2: invite the user to the app
When the user is registered, send an invitation to download and use the app.
Use the QR code to find it easily.
Step 3: The scanner:
The user can directly start scanning documents to the Incoming documents folder of Briox, They are automatically interpreted and handled according to your settings.
Read: Automation settings
In the app, the user can see their scanned 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.
Step 4: Become visible and available
As an accountant you can set up your contact details as well as a personal contact for each client so that they are visible in the help centre and in the app.
Read: Accounting agency and accountant as contacts
Step 5: Enhance the value of reports with your comments & visuals.
The reports that you publish to the dashboard as well as your comments are also available to the user in the app.
Read: Dashboard report Widget
Step 6: Let users approve their expenses in the app.
Set up approval workflows allowing users to approve expenses directly from the app.
In the App they can:
- View the linked documents, pinch to zoom in and out
- Read and answer comments
- Mass manage invoices to approve
- Receive push notifications about comment mentions and invoices to be approved.
Push notifications: Notifications can now be sent to the App as push notifications. A settings side in the app allows the user to tailor how they receive them. Push notifications are on by default and more notifications will be added with time.
Read: Approval levels for supplier invoices, Comments to users and Notification Centre
Time and Payroll for all employees
Set up users as employees and allow them to report time and receive their payslips in the app. They can also scan receipts straight to a payroll folder of linked documents.
Read more about:
- Synchronising the employee registry to Briox
- Employee user rights
- Read more about Time and Expenses
- Read more about Payroll
More to come!
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