Help and guidance

Cloud Konnekt is an add-on solution that is integrated with the APIs of leading web-based accounting solutions. With modern apps available for iOS, Android, Mac, iPad, tablet and web, its functionality is focused on handling specific tasks and enquiries that are finance related in nature.

The main goal of our solution is to extend the reach of your financial accounting system information (Iplicit, Exchequer, Access etc) and make it available to it your users via any device, at any time.

Functionality wise, users can be configured to have access to to records (customers, suppliers, products, projects), as well as having the ability to enter transactions (orders, receipts, deliveries, expenses and timesheets).

Approvals wise, the solution has a built in approval engine that can be used for approving transactions. In addition, where supported (e.g. Iplicit), companies also have the option of using the standard accounting workflow for order approvals.

The app is available on the mobile app-stores, as well as on the cloud konnekt website. We have apps available for iOS, Android, Mac, iPad, tablets and modern web browsers. In all cases, the functionality is the same, but we adjust the screen layouts slightly where we have room to make the UI experience even better.

For links to the app locations, please visit the available apps page. Feel free to install the apps on all your devices, as this will provide you with true any device, any time access.

Company finance teams licence our solution and then make it available to their users to use. You can download the app and explore using the demo login option, but to use the app with your accounting system data, your organisation will need to have subscribed to our service.

Individual users therefore do not need a specific licence, but your company does. If you are unsure whether your company has a licence, please contact your finance team or drop us a message and we will review for you.

Yes, all our new apps have a built in demo mode that is available across all platforms (iOS, Android, Web etc).

At the login, simply select "Not a user yet? Try demo login", then select a demonstration company. Once inside the app, you can view customers, suppliers, and even add transactions. When adding an expense for example, you can also scan your receipts using AI recognition, or add mileage with our Google maps routing.

For links to the app downloads, please visit our available apps page.

Great - you have logged in, but you are not sure what is displayed on the home page screen. In short, this home screen provides the headline information from other areas of the app - recent notifications, approval requests, and a visual analysis of some statistics.

These areas can all be clicked, swiped etc - and the best way of thinking about these are that they are shortcuts to the "full" areas. With notifications for example, we show your recent 3 messages, but click on the section header and you will go to the whole list. - Alternatively, you can also just navigate to notifications by clicking the "bell" icon on the header.

When your organisation has purchased the licence, they have access to the admin area within our solution. Here they configure how they allow users access to the system, along with setting access permissions etc. When creating the new account, they can then issue you with a password, or alternatively, they can enter one for your to use initially.

When logging in, you are therefore going to be using your assigned username and password. At the login screen, you will also have the option to reset your password/request a new one. Once logged in, you can also change your password within user-settings at any time.

Yes, feel free to install the app on all your devices. You can then access your data from all your devices, so you have true any device, any time access.

MFA is multi-factor-authentication and Cloud Konnekt uses this security technology as standard. In short, MFA provides an extra level of security and is used when logging in to a new device (phone, laptop, browser etc) for the first time.

MFA with email will send a code to your registered email address and require you to enter it with the login details. Once in the application, you can enable SMS and Authenticator app support for MFA. but during registration, authentication by email is required.

Yes, we fully support biometric authentication on mobile devices, so you can use face-id and fingerprint recognition to authenticate your user if your device supports it.

On mobile devices, we detect whether your device can support biometrics and, when initially logging in, ask if you would like to enable face-id/fingerprint authentication in the future. If you select Yes, then we will attempt to use this next time you need to authenticate.

Irrespective of whether you initially enabled biometrics, you can manage the state of biometric usage in your own user app settings (on or off). From the home page, tap your user avatar and select "change your settings".

For advanced security, we ask a user to re-enter their password when returning to the app (from a background state or other app usage). This is a user setting that can be changed in the user app settings, but we set this as a default (on) for security.

To maintain security, yet have a smooth re-authentication, we suggest enabling biometrics if you have it on your device. Enabling this will effectively automatically authenticate you (with face or touch) as soon as you switch back to the app.

Alternatively, if you wish to not use this feature, you can turn it off in user app settings.

Note:

User settings are accessed by tapping the user avatar picture (top right of the home screen).