Getting Started with ABSS CONNECT Mobile App

This guide outlines the step-by-step process for setting up ABSS CONNECT Mobile App and using ABSS Premier Connect ecosystem, ensuring your data remains synchronized between your desktop and mobile devices.

Step 1: User Activation (ABSS Connect Web Portal)

Before accessing the mobile features, the company owner must authorize users through the web portal.

• Access Management: Log in to the ABSS Connect Web Portal.

• Enable Mobile Access: Navigate to the user management section to activate or deactivate specific users for the CONNECT Mobile App.

• Define Permissions: Set specific access levels for each user to ensure data security and control over what information they can view or edit on their mobile devices.

Step 2: Synchronize Master Data (ABSS Premier Connect)

Once users are activated, you need to ensure your master data is available in the cloud.

• Locate Push Data: Within ABSS Premier Connect > Connected Services, find the Data Sync feature.

• Sync Master Info: Click Push Data to sync essential master information to cloud, including:

  • Chart of Accounts

  • Customer Cards

  • Currency Codes

  • Jobs

  • Tax Codes

• Confirm Completion: This step ensures that the cloud database is up-to-date, allowing you to see your current customers, accounts and other information on your mobile app.

• You can rerun the Push Data function whenever you have a new master data added into your accounting system or deletion of the record.

Step 3: Accessing the CONNECT Mobile App

Once your master data push to cloud, you can log in and begin working remotely.

• Login: Open the CONNECT Mobile App and enter your ABSS Premier Connect credentials (email and password).

• Select Profile: Choose the relevant company profile to enter the interactive dashboard.

• Review Dashboard: View a summarized analysis of Sales, Purchases, bank balances, and total due invoices directly from your mobile device.

Step 4: Creating Invoices

 User with the Salesperson access right can now create a sales record at anywhere, anytime after closing a deal with a customer.

• Navigate to Sales: View existing invoices or identify outstanding balances.

• Create New Invoice: Select the Service layout to create a new invoice or credit note.

• Select Details: Pull customer information directly from the master data you pushed in Step 2.

  Note: Currently, only the Service layout is supported. Item and Professional layouts will be available in future releases.

Step 5: Syncing Mobile Transactions Back to Desktop

To ensure your accounting records are complete and accurate, you must bring your mobile transactions back into your main system.

• Sync Mobile Data: Return to your ABSS Premier Connect desktop software.

• Execute Sync: Click the Sync Data button.

• Verification: All new sales transactions and invoices created in the mobile app will be downloaded into ABSS Premier Connect, automatically updating the relevant modules and your general ledger.