Monitor payments. Ready for accounting.
Review incoming payments, open items, and due dates in the context of each invoice. Prepare the relevant financial data for accounting through DATEV export.
Product animation or compact finance view
Financial overview with payment status and open items
Incoming payments & open items
Clearly distinguish open and paid invoices.
Payment status, due dates, and open amounts remain visible in one shared overview. The office can spot outstanding payments early.
- Review incoming payments and open amounts
- Keep due dates in one central view
- Track payment status within the job
Product view or short status animation
Payment overview with due dates and open amounts
DATEV export & preparation
Hand over accounting data in a structured format.
Bring together the relevant financial data from the job workflow and provide it through DATEV export for further accounting work.
- Bundle financial data for the handoff
- Provide data through DATEV export
- Connect pre-accounting with job data
Export view or short handoff animation
Prepared financial data for DATEV export
Finance within the job workflow
Keep invoices, payments, and accounting connected.
Payment information builds on invoice, customer, and job data. Exports then move the prepared data into the existing accounting workflow.
Core feature: Payments & accounting