Mobile App

WyzBooks Mobile is a Progressive Web App (PWA) that provides on-the-go access to your accounting data from any phone or tablet. It connects to your WyzBooks API server and offers a streamlined interface optimized for mobile screens.

Getting Started

URL -- Open https://your-server/app (or wyzbooks.com/app if using the hosted service) in your mobile browser.
Login -- Enter your API server URL and API key. These are the same credentials used for Cloud Sync in the desktop app.
Add to Home Screen -- For the best experience, use your browser's "Add to Home Screen" option. This installs WyzBooks Mobile as a standalone app with its own icon, no browser chrome, and offline caching.

Features

Dashboard -- Bank and credit card balances with colored positive/negative amounts and section totals. A Total Due card shows the combined balance of all open invoices (Sent + Printed + Draft + Overdue) and navigates to the filtered invoice list when tapped. Invoice stat boxes (Sent, Overdue, Printed, Draft) show counts with dollar totals — tap any stat box to navigate to the Invoices tab filtered to that status, with a filter pill (X to clear). A Recent Invoices list shows open invoices (number, customer, amount, status badge) — tap to view detail. Total Outstanding at the bottom.
CC Charge -- Quickly record credit card charges: select the card, enter payee, amount, expense category, and optional memo. Creates a journal entry via the API.
Invoices -- Browse your invoice list sorted by date with status badges. Tap any invoice to see a detail view with line items, total, and balance due. The list header shows the active filter (when applied) on the left and the total dollar amount of the visible invoices on the right — balance due for unpaid filters (Open / Sent / Printed / Draft / Overdue), gross total for the Paid filter. The Open filter correctly includes Overdue invoices so its count and total match the Dashboard's Total Due card.
Log Hours -- From the invoice detail view, add consulting hours to an open invoice. The Description field is pre-filled with today's date (YYYYMMDD) for easy time tracking. Enter hours (qty) and rate (pre-filled from last use). The line item is appended with the Consulting item and 4000 Consulting Revenue account.
Payments -- Record customer payments against open invoices. Select the customer, invoice, amount, and payment date.
Search -- Tap the search icon in the header to search across accounts, invoices, and transactions. Results appear grouped by type. Tap any result to navigate to its detail view.

How It Works

WyzBooks Mobile is powered by the same REST API that the desktop app uses for Cloud Sync. All data operations go through API calls to your server.

Real-time sync -- Sync is bidirectional. Changes made on mobile (CC charges, payments, logged hours) propagate to the desktop via SSE within seconds. Changes made on the desktop automatically refresh the mobile app via the same SSE stream — no manual refresh needed.
Read and write -- The mobile app can view data, record CC charges, log consulting hours, and record payments. Created transactions sync back to the desktop automatically.
No local storage -- The mobile app does not store accounting data on your device. All data lives on the server and is fetched on demand.

Requirements

A WyzBooks API server running and accessible over HTTPS.
A modern mobile browser (Safari on iOS, Chrome on Android).
An active internet connection (the PWA requires connectivity to fetch data).

Limitations

The mobile app is designed for quick data entry and on-the-go access. Full bookkeeping tasks (invoice creation, bank reconciliation, reports, imports) should be done on the desktop.
Offline mode is not supported for data operations. You must be connected to the server to view or create records.
The mobile app uses the same API key as Cloud Sync. Anyone with the key can access your data.