Receivables
You see which customer invoices are still open, match incoming payments and keep track of payment reminders. The entries themselves are posted in ERPNext.
Modules
Quotes, delivery runs, open invoices and VAT – all modules at a glance.
Here you can see what each module does. In the trial, you work with the core modules and one add-on package of your choice; we enable further packages with the subscription.
The essentials first
Six modules for everyday work.
Payables
You compare supplier invoices with the purchase order and the goods receipt, and then approve them.
VAT
Once the period is closed, the Suite prepares the return (eCH-0217). You then file it with the Federal Tax Administration (ESTV).
Costing
You price a job with mark-ups, rounded to 5 centimes. The quote is then ready in ERPNext.
Logistics
You plan delivery runs and close them with the proof of delivery.
Fiduciary
You have mandates, periods and reviews in one place. The books are kept in ERPNext and the documents in Paperless.
01
Sales and marketing
You look after your customers from the first contact through to the quote. Quotes and items are kept in ERPNext.
Growth
You find contacts, campaigns and sales opportunities together in one place.
Sales
You follow every sales opportunity until the deal is closed. You create the quote and the order in ERPNext.
Prospecting
You pick up suitable tenders from simap and TED and follow them up.
Marketing
You plan campaigns and content. You send newsletters through Listmonk.
Social Media
You plan posts right in the sales area; Postiz then publishes them.
Letter mailing
You send letters by post – through the mailing service Pingen.
Costing
You price jobs with mark-ups, rounded to 5 centimes, and pass the quote on to ERPNext.
02
Operations
Stock, delivery runs, branches and property: the Suite shows you where something needs doing today.
Operations
Purchasing, stock and production in one place. The Suite prepares reorders as drafts; nothing is ordered until you approve it.
Logistics
You follow transport orders and delivery runs through to the proof of delivery.
Work Hub
This is your start page after you log in. You see what is due today and what needs your attention.
Files
You open files from Frappe Drive right next to the case you are working on, and save them there.
Customer Service
Your support team handles requests here and sees everything that belongs to the customer. The requests themselves are kept in Helpdesk.
Property & Hospitality
You have letting and operations of a flat or unit in one place. The contract is kept in ERPNext.
Retail & Gastro
You keep an eye on the till, shelf life, waste and restocking. Items and batches are kept in ERPNext.
03
Finance
You check invoices, match payments and prepare your returns. Posting and closing the books happen in ERPNext.
Receivables
You see open customer invoices, payments and payment reminders. One click takes you to the document in ERPNext.
Payables
If quantity and price match the purchase order and the goods receipt, you approve the supplier invoice.
Banking
You upload the bank statement (CAMT) and match open payments.
VAT (eCH-0217)
The Suite takes the period from ERPNext and prepares the return, which you then file with the ESTV.
Tax for legal entities (eCH-0276)
You prepare the tax return for legal entities, such as a GmbH or an AG. Your entries stay exactly as they are.
Fiduciary
Fiduciary firms keep track of their mandates, periods and reviews here.
Sponsum
You have open invoices pre-financed. The invoice itself stays in ERPNext.
Justitia
The Suite collects documents served by the courts and assigns them to the right case.
04
Collaboration
What your team needs to work together: HR, messages, phone and projects.
HR
In the HR portal, employees enter their absences and prepare for their review meetings. Payroll runs through HRMS.
Shift planning
You plan the shifts in the HR portal, and your team can see there who is working when.
Mail, calendar, contacts
You see your existing mailbox and your calendar right in the Suite. We do not run any mailboxes ourselves.
Phone
You make phone and video calls within your team. We enable calls to landlines with the subscription.
My projects
You see at a glance where your projects in OpenProject stand, and one click takes you into them.
Archiving
You link documents to the case and archive them in Paperless.
Your systems
The systems behind it.
Your data is kept in these systems. The Suite takes you straight to each of them.
ERPNext
This is where your quotes, invoices, stock and accounts are kept – and where everything is posted.
OpenProject
You use it for projects, tasks and planning.
Frappe Drive
Your files and dossiers are kept here.
Paperless
The archive for your documents, with text recognition.
Communication
You use it for messages, video calls and phone calls within the team. We enable external phone numbers with the subscription.
Vaultwarden
You share passwords securely within the team – with the same login.