Using the phone app in SwiftlyBooks

To do

• Approve is what waits for you. Pay is bills coming due. Chase is customers who are late. Mine is your own drafts, with any sent back to you first.
• The number on the tab and on the app's icon is what waits for you.
• Pull down to bring a list up to date. Swipe a row right to approve it or left to send it back.

Approve or send back

1. Open a document from To do. An invoice opens first, because only a credit note changes it after it is approved.
2. Press Approve, or Send back and say what needs changing.
3. Once it is approved, send it on WhatsApp, as a PDF or by email.

The + button

• Snap a bill: take a photo, and Swiftly reads it for you to check. Choose To pay later for a bill, or Already paid for an expense, then save the draft.
• New invoice and New sale: choose the items, then approve. A sale has the VAT in its prices, as on a till.
• Money in: what a customer paid, against one of their invoices.
• Expense: the amount paid, with a photo of the receipt.
• Move money: between your wallets.
• On Android, press and hold the app's icon for shortcuts, or share a bill to the app from WhatsApp. It becomes a draft under Mine.

In More

• Bank lines: confirm what a statement line looks like, or choose another account.
• Stock count: type what is on the shelf at your branch. What the books say shows once it is finished.
• Log time and Diary, with the legal add-on. Inspections and Repairs, with the property add-on.

With no connection

• Home and To do show the last figures, with the time. A photo of a bill waits on the phone, and becomes a draft by itself once the app is open and back online. Nothing goes into the books until someone approves it.

Face or fingerprint

• In More, tap Alerts, and turn on Face or fingerprint. The app then asks for it when it opens, and after 5 minutes away.
• A phone stays signed in for 30 days unused, or as your company sets in Settings. To sign out a lost phone, remove it from the Security tab of My profile.

Alerts

1. In More, tap Alerts and turn them on. The phone asks you first.
2. Choose which alerts this phone takes. Your company chooses which kinds are on in Settings.
3. Tap an alert to open the document it is about.

Several companies

• With two or more companies, Get the app offers one app for all of them, in place of one for each. Sign in once, for all of them.
• Tap the company's name at the top of Home to switch. Each one shows what waits there.
• Alerts lists every company's, and a tap opens that company on that document. The number on the icon is the total. To stop one company's, open it, then in More tap Alerts.
• Signing out signs you out of all of them on this phone.

The rest of SwiftlyBooks

• In More, tap Full SwiftlyBooks for reports, settings and everything else, inside the app. Back to the app at the top brings you back.

Related

• Get the app
• Swiftly