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movena Suite DE
A first look

Two workflows as sketches.

The interface is still being built. The sketches show how each workflow runs – not what it will look like in the end.

Matching a payment A payment on the bank statement matches an open invoice.
Checking an invoice Quantity and price are compared with the purchase order and goods receipt.
Workflows

Prepare in the Suite, finish in the right system.

These eight workflows come up most often in the first few weeks.

  1. Incoming payment

    There is a payment on the bank statement with no matching invoice

    In the Suite

    You match the payment to the open invoice

    Result

    The payment is posted in ERPNext

  2. Incoming invoice

    The quantity or price on the invoice does not match

    In the Suite

    You compare the invoice with the purchase order and goods receipt

    Result

    You approve the invoice in ERPNext or check with the supplier

  3. Reorder

    An item falls below its minimum stock level

    In the Suite

    The Suite prepares a draft order

    Result

    As soon as you approve it, the order is placed in ERPNext

  4. Quote

    A customer asks for a quote

    In the Suite

    You price the job, rounded to 5 centimes

    Result

    The quote is ready in ERPNext, with your prices

  5. Delivery

    The customer signs on delivery

    In the Suite

    You close the delivery run with the proof of delivery

    Result

    The invoice is in ERPNext and the document is in the archive

  6. VAT period

    The period is closed in ERPNext

    In the Suite

    The Suite creates the VAT return from your entries (eCH-0217)

    Result

    The return goes to the Federal Tax Administration (ESTV)

  7. Justitia

    A court serves you a document

    In the Suite

    The Suite collects it and assigns it to the customer, contract or debt enforcement case

    Result

    The document is filed with the right case; your inbox stays with Justitia.swiss

  8. Tenant change

    A tenant moves in or out

    In the Suite

    You prepare the changeover for the flat

    Result

    The contract and invoice are in ERPNext

Your systems

Every piece of information lives in exactly one place.

That means there is no duplicate data and nothing you have to keep in sync between two systems.

Information Stored in What the Suite adds
Projects, tasks, planning OpenProject Shows where you stand under “My projects” and opens the project
Accounts, items, stock, entries ERPNext Checks, matches and takes you straight to the document
Files and dossiers Frappe Drive Opens files and saves them directly with the case
Document archive Paperless Links archived documents to the right case
HR and payroll HRMS Employees enter absences, see their shifts and prepare for review meetings
Contacts, opportunities, campaigns Growth / CRM Shows ongoing sales and suitable tenders from simap and TED
Support requests Helpdesk Shows support requests together with everything that belongs to the customer
Court documents Justitia.swiss Collects court documents and assigns them to the right case
Social media posts Postiz Lets you plan posts in the sales area
Newsletters Listmonk Lets you start newsletters straight from the sales area
Roles

Each role sees what it needs.

People in accounting see something different from people in dispatch. Permissions are checked by the server, not just the browser.

Accounting

You work with open invoices, bank statements, supplier invoices and payment reminders. Closing and tax are only visible to the people who are authorised for them.

Fiduciary

You handle client mandates, periods, document requests and reviews. The books are kept in ERPNext and the files in Frappe Drive and Paperless.

Dispatch / Branch

You follow delivery runs until the goods are handed over. In the branch, you also look after the till, shelf life, fresh production and waste.

Real estate

You look after rent and maintenance for every flat and unit. The contract and invoice are kept in ERPNext.

In the trial

What the trial includes.

Included

You get the core modules and one add-on package of your choice, 10 GB of storage for your whole organisation, your own address and the location you prefer – Switzerland or the EU.

Good to know

We enable calls to landlines and mobiles, and SMS, with the subscription. We do not run e-mail mailboxes – you simply connect your existing one. The trial ends after 60 days; your data is kept for another 30 days.

For IT and fiduciaries

The Suite works through the interfaces of the underlying business systems. Everything is posted, ordered and approved in ERPNext, and only once an authorised person confirms it.