Visionplanner (0)







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Visionplanner

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By Visionplanner BV (Visionplanner B.V.)

Logon to visionplanner app using social id credentials
Client can login into Visionplanner app either with 'Google' profile credentials or 'LinkedIn' Profile Credentials.
On the successful login , user needs to provide his Visionplanner credentials and this is a onetime activity.
If the provided credentials are valid, user will be able to   login into Mobile APP successfully.
Profile Settings
Client can update
First Name
Last Name
Middle Name
Telephone
Profile Picture can be updated by
Taking a photo from mobile using camera
From the library of mobile
Language Settings
User has an option to select the language in which mobile app is displayed. Currently App is supported in
Dutch
English

By default, app will be loaded in Dutch.
Passcode Settings
User has an option to use an additional security feature to access the app with passcode functionality.
User can enable or disable a passcode functionality.
If User enables passcode functionality, he needs to set a four-digit numerical passcode. And after every successful login with social id, he needs to enter the passcode he has set.
User can reset passcode if needed.
By default, app is loaded with 'Login with passcode' disabled.
Sections of Tasks
Both the annual reports pending for approval and tasks which are dossiers items will be displayed under 'All Tasks' in the following order:
Annual reports pending for approval will be displayed in the order of due date
Dossier items which requires his action.
A separate section at the bottom for completed tasks with label 'Completed Tasks'.
Approve Annual Reports(Samensteldossier)
User can access the annual reports that were created and approved by accountant and assigned to him for approval.
By default, all the reports pending for approval by him will be displayed under 'My Tasks'.
User is provided with an option to select the reports 'Administration' wise.
All the administrations which he was part of and have access to will be available for selection.
User has to download all the documents (financial verslag, Kvk etc) that were attached to annual report before approving.
User can approve reports by clicking on 'Approve' button.
User can also withdraw approval by clicking on 'Withdraw Approval' once the report is approved.

Adopt and Depositing of Kvk with Chamber of Commerce
Once the report is approved user can adopt the report and publish kvk to chamber of commerce either in 
Preliminary mode
Final Mode
Preliminary Mode: User without filling date of adoption and click on 'Depositing’ will publish to chamber of commerce in preliminary mode and this can be done any number of times.

Final Mode: User entering the date of adoption and ticking the acceptance checkbox and clicking on 'Approve' button publishes the kvk to chamber of commerce in final mode and this can be done only once.

Dossier Items
Dossier items which were created by accountant and assigned to the user will be displayed.
User can initiate messaging(conversation) to the accountant and accountant see this messages in web application.
Messages written by accountant in this task will be displayed in this task.
User can download the documents that were attached by the accountant in this task.
User can also upload the documents to the task.
User can complete the task by clicking on 'Task Complete' button.
User can reopen the task which were 'Ready' ticked by accountant or 'completed' by himself.
Reopen of the task can be done till the accountant 'completes' the task in web application.

Completed Tasks section
Completed Tasks section displays the tasks (Annual Reports & Dossier Items) which were completed by client and no further action is required by him.
For Annual Reports
The Reports that were published successfully to Chamber of commerce.
The Reports that were submitted for publication in final mode and publication in progress.
Dossier Items
Dossier Item(Tasks) that were ’Task Complete' is clicked by the client.
Dossier Item(Tasks) that were completed by accountant.

Release Notes

09/05/2018 | Version : 1.0 | Size : 15.0 MB


Screenshots iPhone / iPod :

Screenshots iPhone / iPod Screenshots iPhone / iPod Screenshots iPhone / iPod

Category

Business , Finance


Supported Devices : iPad 2 Wifi , iPad 2 3G , iPhone 4S , iPad 3rd Gen , iPad 3rd Gen 4G , iPhone 5 , iPod Touch 5th Gen , iPad 4th Gen , iPad 4th Gen 4G , iPad Mini , iPad Mini 4G , iPhone 5C , iPhone 5S , iPad Air , iPad Air Cel , iPad Mini Retina , iPad Mini Retina Cel , iPhone6 , iPhone6 Plus , iPad Air 2 , iPad Air 2 Cel , iPad Mini 3 , iPad Mini 3 Cel , iPod Touch 6th Gen , iPhone 6s , iPhone 6s Plus , iPad Mini 4 , iPad Mini 4 Cel , iPad Pro , iPad Pro Cel , iPad Pro 97 , iPad Pro 97 Cel , iPhone SE , iPhone 7 , iPhone 7 Plus , iPad 6.11 , iPad 6.12 , iPad 7.1 , iPad 7.2 , iPad 7.3 , iPad 7.4 , , ,


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