iAccess Overview
Maconomy iAccess is designed for streamlined access to daily and weekly time and expense activities, absence management, purchase orders, employees, approvals, and reports.
The user interface is based on Maconomy concepts while featuring a simple, easy-to-use tab design that allows you to click between workspaces. The browser-based application is optimized for in-office as well as remote access use. Look-ups provide quick and easy searches for data and favorites.
Use iAccess for:
- Daily or weekly time sheets
- Mileage and expense reports
- Favorites management
- Absence management
- Purchase orders
- Employees
- Approving/rejecting records, transactions, and absence/allowance requests
- Viewing reports
Following are the main features of iAccess:
- Weekly Time Entry - Register time for the week, specifying a job, task, hours or days, and a description. Use both the Keep and Favorites features for more efficient weekly time entry.
- Daily Time Entry - Register time for the day, specifying a customer, job, task, hours or days, and a description. Use both the Keep and Favorites features for more efficient daily time entry.
- Expense Entry - Create new expense sheets and register expenses by entering the job, task, description, quantity, price and currency. Also, change the exchange rate, or reference a receipt attachment. Attach receipts in batch, and choose to attach individual documents to an expense sheet line. Use the same Favorites feature as in the time sheets to accommodate more efficient expense entry.
- Mileage Entry - Create new mileage sheets and register mileage by identifying the job, miles driven, and the From and To locations. The mileage sheet leverages the mileage rules setup in core Maconomy to establish the mileage rate
- Favorites Management - Create saved combinations of project and task so you have easy access to them when doing time and expense registration.
- Absence Management - Create and submit absence and allowance requests for approval, and view your available and booked absence time.
- Purchase Orders - Create, edit, and submit POs. You can attach documents to POs, and view the status of a PO's header/lines.
- Employees - Review and update your personal data, or that of other employees.
- Record and Transaction Approval - Managers/designated approvers can access and review records/transactions submitted for approval. They can then approve or reject these approval items.
- Absence and Allowance Approval - Managers/designated approvers can access and review employee absence and allowance requests. They can then approve or reject these requests.
- Viewing Reports - Access BPM reports from within iAccess.
- Notifications - Use basic notification coverage for time sheets, expense/mileage sheets, absence management, purchase orders, transaction approval, and absence/allowance approval. Select a notification to navigate to the needed record.
- Online Help - Access the online help directly from the iAccess menu, which opens in a new web page. Find field descriptions, workspace overviews, and step-by-step procedures.
- Settings - Manage your personal settings, including establishing the date format, decimal symbol, digit grouping system, and adjusting the time setting to interpret minutes or hours in certain instances on the time sheet.
- Change Password - Use the change password feature to change your Maconomy login password.