We designed the mobile app to replicate the home page experience in the Ceterus Bookkeeping app, making it easier and faster to resolve blockers, leave a message for your accountant or get support.
How do I download the mobile app? If you have an Android device you can download the app from the Google Play Store. If you have an Apple device you can download the app from the App Store.
Can I see if my locations are closed? Yes, the “closed through” month is visible at the top of the screen.
I have multiple locations. Can I view blockers for a single location? Yes, you can use the location selector at the top of the screen to select all locations or specific locations.
Can I resolve blockers in the app? Yes, you can resolve credential and connection issues and complete transactions to code.
Can I contact Support via the mobile app? Yes, just click Support at the bottom of the screen. Select the topic and request type and leave us a message. You can also add an attachment if needed.
Can I complete my pre onboarding steps from the mobile app? No, you will need to login via a web browser to complete.
Will I receive alerts via the app? Yes, push notifications will alert you to blockers and transactions to code requiring your attention.
How do I manage notifications for the mobile app? Download the mobile app and login with your Bookkeeping app credentials. Enable push notifications in your device settings.
Who should enable mobile app notifications? Users who don’t want to miss anything and who don’t mind receiving frequent updates.
Who can receive blocker notifications? A user must have Limited Access or View and Resolve Access in order to receive notifications. Read more about access levels.
Will I receive a “books closed” notification via the app? No, you will not receive a notification, but you can see the “closed through” month in the app.
Why am I getting so many notifications? When you've allowed notifications from Ceterus Bookkeeping, you’ll receive alerts whenever:
A Ceterus team member sets a transaction to Ask Customer
A Ceterus team member creates a blocker in Awaiting Customer status
A Ceterus team member edits a blocker in Awaiting Customer status
Because notifications are triggered on each save, you may receive more than one alert for the same item if it’s reviewed or updated again later. Sometimes our team completes additional review after a notification is sent. When that happens the item may already be resolved by the time you open it. This can feel unexpected, but it usually means the issue was handled for you. Notifications are designed to make sure you don’t miss items that need attention. Future updates will make these alerts more targeted.
Can I schedule a call with my accountant in the mobile app? No, the app does not currently allow you to text, call or schedule time with your accountant.
Can I allocate expenses between locations in the app? No, not at this time.
Can I split transactions between accounts in the app? No, not at this time.
Can I view/download financial reports from the app? No, not at this time.
Can I update my user settings in the app? No, not at this time.
Can I customize notifications in the app? No, not at this time.
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