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.