Getting Started

23 articles

Getting Started β€” Salary Calculator

Configure employee compensation with Swiss-compliant deductions for AHV, BVG, UVG, and more. See the full salary breakdown before saving.

Getting Started β€” Document Center

Store company and employee documents, track acknowledgments, manage expiring files, and share knowledge via the built-in Wiki.

Getting Started β€” Credit Notes

Create credit notes for refunds and corrections, link them to original invoices, and handle partial or full credits.

Getting Started β€” Payment Reminders

Send payment reminders for overdue invoices with escalating reminder levels and optional fees.

Getting Started β€” Payroll

Process monthly payroll with Swiss social insurance deductions, generate payslips, and lock completed periods.

Getting Started β€” Positions

Define job positions for shifts and events, set staffing requirements, and match the right people to the right roles.

Getting Started β€” Teams

Organise employees into teams for shift planning, reporting, and access control.

Getting Started β€” Locations

Create work locations for shift planning and events, manage addresses, and organise your physical sites.

Getting Started β€” Products

Build a product catalog for invoices, offers, and work reports with codes, descriptions, units, and prices.

Getting Started β€” Vendors

Manage supplier records, link vendors to expenses, and keep track of your business relationships.

Getting Started β€” Clients

Create and manage client records, link them to projects and invoices, and track contact details and payment terms.

Getting Started β€” Employment Contracts

Generate professional PDF employment contracts from customizable templates with automatic placeholder replacement.

Getting Started β€” Employees

Manage your employee directory, create profiles, assign roles and teams, and handle the full employment lifecycle.

Getting Started β€” Recurring Invoices

Automate subscription-style billing with recurring invoice templates that generate and send invoices on a schedule.

Getting Started β€” Work Reports

Capture job details on-site with line items, photos, and a client signature β€” then import the completed report straight into an invoice.

Getting Started β€” Asset Management

Track company equipment through its full lifecycle β€” from purchase and assignment to maintenance and retirement.

Getting Started β€” Projects

Organise client work with projects, track team hours and expenses, manage milestones and tasks, and bill everything in one invoice.

Getting Started β€” Expenses

Submit and approve employee expenses, manage vendor bills, and forward receipts by email to the expense inbox.

Getting Started β€” Invoicing

Create invoices and quotes, import tracked hours and expenses, send documents to clients, and record payments.

Getting Started β€” Events

Create self-contained work containers for conferences, festivals, and multi-day engagements β€” with their own teams, shifts, and recruitment links.

Getting Started β€” Shift Planning

Build and publish work schedules using shift patterns, assign employees to shifts, and let staff claim open slots.

Getting Started β€” Time Tracking

Learn how to set up time tracking, clock in and out, add manual entries, and connect hours to projects and invoices.

Getting Started β€” Leave & Absences

Set up vacation entitlements, manage leave requests and sick leave, and keep your team's hour balance accurate during absences.