Advanced

Advanced — Salary Calculator

Employment types, insurance deduction layers, 13th salary, salary history, and company car valuation.

Advanced — Document Center

Acknowledgment workflows, expiry notifications, access control, and Wiki management.

Advanced — Credit Notes

Credit note numbering, VAT handling, applying credits, and financial reporting.

Advanced — Payment Reminders

Reminder schedules, escalation levels, fees, and excluding invoices from dunning.

Advanced — Payroll

Custom wage types, period locking, 13th salary handling, QST source tax, and payroll export.

Advanced — Position Management

Position-based scheduling rules, staffing requirements, and position planning.

Advanced — Team Management

Team hierarchies, cross-team scheduling, and team-based reporting.

Advanced — Location Management

Location-based scheduling, multi-shift locations, and location in reporting.

Advanced — Product Management

Product categories, deactivation vs deletion, cross-module usage, and catalog best practices.

Advanced — Vendor Management

Expense categorisation by vendor, payment tracking, and vendor data management.

Advanced — Client Management

Multiple contacts, payment terms, project linking, and client financial overview.

Advanced — Employment Contracts

Template placeholders, multi-language contracts, lifecycle management, amendments, and template versioning.

Advanced — Time Tracking

Master the hourly rate hierarchy, CSV import best practices, payroll locking mechanics, and how the hour balance is calculated.

Advanced — Employee Management

Role hierarchies, permission levels, employee departures, and document expiry tracking.

Advanced — Recurring Invoices

Frequency planning, auto-send vs. manual review, owner reminders, Stripe auto-charge, handling missed generations, and template duplication.

Advanced — Work Reports

Template design best practices, custom field types, the offer-based workflow in depth, signature edge cases, GPS modes, and invoice merging logic.

Advanced — Asset Management

Design custom field schemas, understand maintenance scheduling patterns, manage the full asset lifecycle, and interpret statistics.

Advanced — Projects

Explore rate hierarchy from the project side, milestone dependency chains, task realignment, the AI planning assistant, and archiving prerequisites.

Advanced — Expenses

AI vendor matching, expense category customisation, auto-approval thresholds, batch payment workflows, and billable vs. non-billable routing.

Advanced — Invoicing

Document defaults, placeholders, Swiss QR-bill setup, the dunning workflow, importing from multiple sources, AI features, and VAT handling.

Advanced — Events

Deep-dive into the event wizard, the difference between event and tenant teams, invite link security, bulk application processing, and lifecycle management.

Advanced — Shift Planning

Deep-dive into the shift rules engine, bulk grid operations, open shift claiming mechanics, and conflict detection.

Advanced — Leave & Absences

Understand cantonal holiday impact, pro-rating for part-time and mid-year hires, carryover mechanics, and the medical certificate workflow.