AutoCount Mobile App Credit Limit Document Approval Plugin

AutoCount Mobile App Credit Limit & Document Amount Approval — Approve from Anywhere on Your Phone

AutoCount Mobile App Credit Limit & Document Amount Approval is a mobile application that extends AutoCount's credit control and document approval workflow to your smartphone. When a sales or purchase document in AutoCount hits a credit limit, overdue limit, or document amount threshold, the app displays the pending approval request on the approver's phone in real time. The manager reviews the document details and approves or rejects directly from the mobile app — without needing to be at their desktop, without walking to the staff's computer, and without delaying the transaction. Licensed per device per year. Designed for Malaysian business owners, finance managers, and supervisors who need to maintain approval authority while being away from the office.

Why AutoCount Mobile App Credit Limit & Document Approval?

AutoCount's built-in credit control blocks transactions when a customer exceeds their credit limit, overdue limit, or when a document exceeds the user's authorised amount. The transaction pauses until a supervisor with approval rights authorises it. In the desktop environment, this means the supervisor must physically walk to the staff member's computer, enter their password, and approve — or use the Remote Credit Control module from their own desktop. But supervisors aren't always at their desk. They're in meetings, visiting customers, on the warehouse floor, or out of the office entirely. Every minute the approval is delayed, the customer waits, the salesperson is stuck, and the transaction is on hold. The Mobile App solves this by putting the approval queue in the manager's pocket — pending approvals appear on their phone, and they approve with a tap.

AutoCount Mobile App Key Features

Credit Limit Approval on Mobile

When a sales document would push a customer's outstanding balance beyond their configured credit limit in AutoCount, the transaction is blocked pending approval. The Mobile App displays the credit limit breach request immediately — showing the customer name, current outstanding balance, credit limit amount, document amount, and the resulting over-limit amount. The approver reviews the details and either approves (allowing the transaction to proceed) or rejects (blocking the transaction). All from the phone screen.

Overdue Limit Approval on Mobile

When a customer has overdue invoices exceeding their configured overdue limit, new transactions for that customer are blocked. The Mobile App shows the overdue approval request — displaying the customer's overdue amount, overdue limit, and the document requesting approval. The approver decides whether to allow further transactions for a customer with overdue balances — approving business continuity or enforcing collection discipline.

Document Amount Approval on Mobile

When a sales or purchase document exceeds a user's authorised document amount limit, the transaction requires approval from a user with a higher authorisation level. The Mobile App displays the document amount approval request — showing the document type, amount, user who created it, and the limit that was exceeded. Managers approve high-value quotations, large purchase orders, or above-threshold invoices from their phone without returning to the office.

Real-Time Pending Approval Queue

The app displays all pending approvals in a centralised queue — credit limit breaches, overdue limit blocks, and document amount requests all in one list. The approver sees every transaction waiting for their authorisation at a glance. No pending approvals are hidden or missed. The queue updates in real time as new requests are triggered in AutoCount.

Push Notifications

Receive instant push notifications on your phone when a new approval request is triggered. The approver doesn't need to keep checking the app — the notification arrives the moment a transaction is blocked pending their authorisation. This ensures the fastest possible response time and minimises transaction delays.

Secure Login

The app requires user login with AutoCount credentials — ensuring only authorised approvers can access and action the approval queue. Each user sees only the approvals they have authority to action based on their AutoCount access rights. Security is maintained at the same level as the desktop application — mobile approval doesn't mean open approval.

Approve or Reject with One Tap

Review the transaction details and tap Approve or Reject. The decision is transmitted back to AutoCount immediately — the blocked transaction is released (if approved) or rejected (if denied). The staff member at the AutoCount desktop sees the result instantly and can proceed or inform the customer. The entire approval cycle — from request to decision — takes seconds instead of minutes or hours.

Who Should Buy AutoCount Mobile App Credit Limit & Document Approval?

Business Owners Who Are Frequently Out of Office

Owner-managers who retain final approval authority over credit limits and high-value documents but are often away from the office — meeting clients, visiting sites, travelling. The app keeps approval authority in their pocket. Transactions are never delayed because the boss is not at the desk.

Finance Managers Overseeing Credit Control

Finance managers responsible for credit limit approvals who attend meetings, work across departments, or manage multiple locations. The app allows them to manage the approval queue from anywhere in the building or remotely — maintaining credit control discipline without being tied to their workstation.

Sales Managers Approving High-Value Documents

Sales managers who approve large quotations, sales orders, or invoices that exceed the salesperson's authorised limit. When a salesperson closes a big deal and needs immediate approval to issue the quotation, the sales manager approves from their phone — no delay, no lost momentum.

Multi-Branch Businesses with Centralised Approval

Businesses where branch staff create documents but head office approves credit limit and document amount breaches. The mobile app means head office approvers don't need to be at their desk to action branch requests — approvals flow regardless of where the approver is physically located.

Businesses with Time-Sensitive Transactions

Any business where delayed approvals cause real business impact — customers waiting at the counter, delivery trucks waiting to dispatch, sales opportunities at risk. The mobile app reduces approval response time from hours (waiting for the manager to return to the office) to seconds (notification arrives, manager approves on phone).

Licensing — Per Device Per Year

The plugin is licensed per mobile device per year. Each device (phone or tablet) that needs to run the approval app requires its own annual license. If you have 3 managers who need mobile approval, you need 3 device licenses. The license covers the app installation, updates, and connectivity with your AutoCount system for one year.

What's Included

✅ Credit Limit Breach Approval on Mobile
✅ Overdue Limit Approval on Mobile
✅ Document Amount Approval on Mobile
✅ Real-Time Pending Approval Queue
✅ Push Notifications for New Approval Requests
✅ Secure Login with AutoCount Credentials
✅ Approve or Reject with One Tap
✅ Licensed Per Device Per Year
✅ Compatible with AutoCount Accounting 2.2