Create tasks, assign them to individual people and track their status. Use comments to exchange information within the team. Organise internal tasks, project tasks, departmental tasks and personal tasks centrally in one place. Combine your tasks with your other business activities such as projects, orders, etc. in a holistic Kanban board.

Record working times conveniently and in compliance with the law. Automatically calculate overtime, undertime and attendance times. Working times can be assigned to individual tasks and analysed by project, team or time period. Thanks to the mobile app, you can record your working times anytime and anywhere.

Set individual time budgets for tasks and keep an eye on progress. Monitor the total effort of tasks and areas of responsibility at team, project and individual level.

Workspaces are designed for internal collaboration - for working together on tasks in a team as well as organising the entire area of responsibility. Create workspaces to organise tasks, share documents and communicate within the team. You can leave task areas open to all employees in the company or only make them accessible to selected users.

Manage tasks visually with Kanban boards. Use columns for different work phases, organise your tasks and move them according to progress. Create centralised status types that you can activate in work areas and projects. As the status types are managed uniformly, users can display tasks from different areas and projects in their personal Kanban view.

The knowledge area is ideal for providing your own intranet with manuals, FAQs, employee regulations, knowledge articles on services and products, management systems for ISO certification, etc. Create as many categories and subcategories as you like. Create articles with comprehensive formatting options, tables of contents as well as images, schemas and videos.

Store, manage and share documents where they belong - with your customer data and business activities. Connect your documents with your business platform and utilise the full potential of your data through artificial intelligence (AI). Provide templates in your corporate design for employment contracts, checklists, letters, contracts and much more. Create folder structures, design document templates, share documents, send files by email and use automatic document versioning.

Create employee profiles, record and manage all your employees' data, configure working times, save documents and files, create references with templates, approve absences and expenses, automatically calculate holiday credits - and dozens of other functions are combined in your team's employee profiles.

With just a few clicks, employees can request leave, other absences, weekly working hours, supplier invoices and expenses from their line manager or selected departments. The requests can be managed centrally under Human Resources and Finance. Managers and people with budget responsibility can find all requests submitted to them in their personal workspace.

Now you can easily create and distribute tasks within your organisation. You can use comments to exchange information within the team, document progress and involve other people.

Communicate news about the company using the integrated news function in Exxas. Create posts with images and publish the news in Exxas. All users will receive a notification the next time they log in.

Manage and automate shared email inboxes such as info@ihredomain.com. You can mark and categorise emails in the team so that it is clear who is responsible for which email. Automatically generate tickets, sales opportunities and supplier invoices from emails. When contacts reply to your emails, they are automatically assigned to the relevant orders, projects, etc.

Connect your Microsoft 365 account with Exxas to link your personal mailbox and calendar with Exxas. This allows you to send emails with your email address and generate appointments from Exxas in your calendar. For example, have holiday requests automatically create the calendar entries in your calendar.

Customise your own personal dashboard. Organise and scale the diagrams flexibly using drag & drop. Select the chart type, define values for the axes, set filters or group data.

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Use classic chart types such as bar, line or pie charts or access advanced visualisations: tree maps make your most important customers or products visible at a glance, cards show individual key figures such as sales or open creditors, and you can use gauge measurement to evaluate target achievement. Create centralised dashboards for teams and specialist areas such as marketing, sales or projects. This means that everyone involved can access the same analyses - without having to create their own dashboards.

Numerous ready-made analyses make it easier for you to manage your team, your knowledge area and much more. Use analyses based on PDF or export the data as CSV in Excel. With the Excel add-in from Exxas, you can easily create your own analyses and access live data from Exxas.

Build a comprehensive CRM database in Exxas with your customers, suppliers, partners, prospects, potential customers and all their contacts. Manage all business activities such as tasks, quotations, sales opportunities, projects, invoices and much more in one place. Get a 360-degree overview of your customers within seconds.

Personalise customer interactions by precisely segmenting target groups. Thanks to customer and contact groups, categories and individual additional fields, you can segment very finely in Exxas. Automations allow you to automatically add companies and contacts to groups if they fulfil certain criteria.

In the customer account, you will find all activities associated with your customer. This includes tasks, offers, projects, tickets and invoices, for example. You can create all activities directly in a company or contact. You can also immediately see what is going on with the customer in the activity history and under open activities.

Your documents are exactly where they belong: With your customer data. Save, manage and share your documents with customers, suppliers, business activities such as tickets and projects or customer subscriptions. The right documents can be saved anywhere in Exxas. Open a customer and finally be sure that you can really find all customer data in this customer account. Further information on document management can be found in the Central functional area.

Manage your customers' equipment and link service orders to devices, systems and installations. Have the systems created automatically as soon as an invoice with corresponding items is posted. Manage photos, customised documentation or instructions. Your technicians will love it when they can visit your customers well informed. And so will your sales team, because you need to have an overview of the customer situation in order to provide competent advice. You can also link customer installations with offers and subscriptions in order to better identify potential.

Every change to a customer account or contact is automatically recorded in the history. Create activities such as tasks or projects, finalise orders, settle your services with invoices - everything is recorded in detail. New team members or a new account manager can quickly familiarise themselves with a customer account.

Establish comprehensive customer and partner support with Exxas. Manage priorities, such as ABC segments, or categorise by partner level. Analyse which customers or partners have not been contacted for a long time or which ones cause a lot of administrative effort. This allows you to optimise your relationships and identify potential.

Create opportunities quickly and easily. Evaluate the probabilities and take your sales team to a new level. The intuitive application enables the use of professional opportunity and pipeline management even in small companies.

Turn your prospects into customers even better with Exxas. Lead management is central to any successful sales organisation. Track every contact from the first conversation to the purchase decision. Every interaction can be managed and recorded via Exxas. You will never lose sight of a lead, especially during longer sales processes.

Pipeline management is the centrepiece of sales software. You can set up several pipelines to track different offer groups. This is particularly useful if the sales processes differ from one another.

Use quotation templates and article packages to easily create comprehensive quotations. In no time at all, you can provide your customers with beautifully compiled quotations with sophisticated details - ready for signature. You can send the quotations as a PDF or link, which your customers and interested parties can optionally confirm digitally right away.

You need different quotation templates for recurring services such as subscriptions and contracts than for project quotations. No problem with Exxas. You can create an unlimited number of templates - with or without terms and conditions, with a different company logo, etc. Different quotation templates are also often used for different target countries.

Put together task packages for your sales process that are added to new leads and sales opportunities. Distribute the individual tasks within your team. Don't let any step get lost in the acquisition process. Combined with Exxas automations, you can automate repetitive tasks such as sending a follow-up email.

Engage in smart upselling to increase your margins. Optional products and services, accessories for articles and article sets help you to do this. Your items can be supplemented with suitable accessories. Your users can display and select the right accessories for an item in quotations and orders with a single click. With article sets, you can combine individual articles into a set. This simplifies quotation and order processing and enables the sale of product or service packages. Prices are calculated based on the individual items or fixed for the entire set.

Enter graduated prices for your items so that the price for 100 units is lower. The quantity units can be finely categorised into pieces, packages, pallets, etc. You can use price lists to define individual prices for customer groups or individual customers. This allows you to implement special prices for certain purchase quantities, permanently agreed customer prices or seasonal promotions.  Several price lists with different priorities can be stored for each customer. Last but not least, you can also agree individual discounts with customers or define them for each order.

Send offers as a PDF or link, which your customers and prospects can then optionally confirm digitally. Contracts can also be signed digitally. For a qualified electronic signature, you must use an integration with Docusign or Skribble.

You can generate an order, a project or a subscription for the customer from a confirmed offer with just one click. Items and written agreements can no longer be forgotten.

You can have your sales prices calculated automatically based on the purchase price. You can customise the price calculations for quotations, invoices, etc. Thanks to the price and margin calculation, you can see how high your profit is for each quotation or order.

Do you need additional information about your customers and contacts? Simply create additional fields such as selection fields, descriptions, options and much more. Make these fields mandatory when creating new companies and contacts. The fields can also be shown as columns in the overviews.

The shared management of general e-mail addresses is particularly interesting for sales teams. Share access to your group mailboxes such as sales@ihredomain.com. Automatically create enquiries or sales opportunities for incoming emails. If your customers reply to emails from Exxas, these replies are automatically saved in the relevant enquiries.

Make it easier for your team to send emails by providing them with templates for sending quotes or responding to enquiries. For example, send your customers a comprehensive email for the request for quotation - including data sheets, best practices and checklists. Or thank them in detail for signing the contract.

Open your customers and contacts in the Exxas apps for iOS and Android to start route planning directly. You can also display your customers on maps.

Integrate your favourite tool for organising your work. Link emails with contacts and activities, synchronise contacts with Outlook, open new activities from Outlook and save email attachments in Exxas with just a few clicks.

Synchronise your customers and contacts from Exxas with your Outlook. This means you also have all your contact data with you offline and the name of callers is displayed. This applies in particular to Microsoft Teams.

Thanks to the integration with Microsoft 365 and Outlook, you can also access your diary in Exxas. Organise customer appointments and time slots for pitches without forgetting your other Outlook appointments.

Send and receive emails directly in sales opportunities in Exxas. Automatically assign and save replies from your contacts. Or connect your emails with the Outlook add-in from Exxas. This gives you everything about your leads and opportunities in one place.

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Call customers and contacts directly in Exxas using the call button. Synchronise your contacts with your Outlook using the Outlook add-in from Exxas to also display incoming calls in Microsoft Teams.

Customise your own personal dashboard. Organise and scale the diagrams flexibly using drag & drop. Select the chart type, define values for the axes, set filters or group data. This allows you to track the progress of your entire sales team. You can also make dashboards available to your team in the workspaces.

Send impressive emails to your customers that you segment and group in Exxas. Thanks to the full integration with Mailchimp, you can build marketing automations such as customer journeys and trigger them via Exxas automations. Synchronise marketing campaigns in Exxas with target groups in Mailchimp to quickly launch new campaigns.

Enquiries, ideas and work come from all sides in marketing. Organise your areas such as product and advertising management, event, PR and editorial planning etc. with work areas. Work together on documents, create tasks, distribute them within your team and track progress in clearly organised Kanban boards.

Plan and budget your campaigns. Create campaigns that automatically generate tasks for all participating contacts. Once the campaign has been completed, the contact will see that the person has taken part in the campaign. Monitor ongoing marketing measures and compare the incoming enquiries, leads and opportunities with the campaign costs.

With Exxas, you can record and manage all your products and services in one place. Whether physical items, digital services or hourly rates for services; all information is available centrally and can be added to quotations, orders, subscriptions or projects. Maintain comprehensive product and service data. Add documents, images, checklists and customised additional fields. Link your products with knowledge articles so that suitable help is displayed immediately in the service. This means that every team member can access extensive product knowledge at any time. With Exxas, you can operate product management centrally in the ERP. All your knowledge and data are immediately available to the entire company.

Categorise, group and segment your customers in Exxas to carry out targeted marketing campaigns. Categorise customers and contacts into groups using drag-and-drop. Use these groups for circulars, newsletters, analyses or campaigns.

Connect your website with forms with Exxas. Generate new tasks from contact requests and registrations and distribute them automatically within your team. Trigger confirmation messages, the creation of contacts and other processes with automations.

Connect Exxas with Shopify or WooCommerce. Compile your products in Exxas and synchronise them with your online shop. Receive orders so that they can be processed and invoiced directly.

Start automated, staggered emails for sales opportunities, send satisfaction surveys after completed service orders or follow up offers automatically by email. Trigger the order process for maintenance extensions when customers are created or automatically add contacts to marketing groups based on dynamic criteria. Integration with Mailchimp makes it possible to create customer journeys and trigger them via automations in Exxas.

Offer your customers a customer portal that appears in your corporate design. Enable access to invoices, orders, profile management, purchased products as well as support and ticket systems. In addition, your customers can access the knowledge database, system management with devices, machines, documentation and other services: a 24/7 service centre.

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The user administration for your customer portal is deeply integrated with Exxas. Activate access to your customer portal for a contact in Exxas and send them the access data directly. If the contact adapts their data in the customer portal, their data is also adapted in the contact information in Exxas. From now on, your customers will manage your CRM.

Give your customers access to the systems you supply via your customer portal. If you activate the customer systems in your Exxas customer portal, your customers not only have an overview of your systems, but also of their service history. This creates customer loyalty, as your customers can keep an eye on everything at all times.

Share projects with customers and partners via your customer portal. Work together on tasks, allow your customers to track progress and your partners to collaborate.

Build customer journeys with multi-stage actions in Mailchimp. Have these journeys started automatically or manually via Exxas. A sequence of emails, reminders for maintenance renewals or automated follow-up after sales campaigns - all integrated with Exxas and Mailchimp.

Use Mailchimp to create surveys or customer feedback surveys that are sent automatically via Exxas. Collect valuable responses and evaluations on completed service cases, project successes, customer requests or consultations. Requests for customer feedback can be triggered automatically after a service case or ticket has been completed.

Thanks to the sales opportunities, your sales staff can keep track of their deals. Record your competitors in the opportunities to gain detailed insights into the competitive situation and reasons for closing deals. Create competitor analyses based on the actual market situation.

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Create relevant marketing analyses by aggregating all data from CRM, ERP and marketing. Compare campaign costs, website visitors, new customer enquiries and sales opportunities to obtain meaningful statistics on marketing efficiency.

Numerous ready-made analyses make it easier for you to evaluate your marketing. Use analyses based on PDF or export the data as CSV to Excel. With the Excel add-in from Exxas, you can easily create your own analyses and access live data from Exxas.

Orchestrate your service orders or your customer service with the powerful service management from Exxas. Create and distribute new orders, record your time and expenses, communicate with your contacts, track progress and finalise each order with an impressive result.

Dispatch new orders to your team with just a few clicks. Take into account the availability, workload and skills of your team members. Plan assignments directly in your employees' Microsoft 365 and Outlook calendars. You have a clear resource plan view of your team at your disposal.

Automatically create tickets from incoming emails, add details such as time budgets or deadlines and assign them to the right customer. Automations automatically distribute tickets within your team based on capacity and availability.

Build completely customised automations with apps such as Make.com, Azure Logic Apps or n8n.io, which you can use, for example, to automatically send a satisfaction survey after a service order has been completed. And there are hundreds of other possibilities.

Send and receive emails directly in service orders in Exxas. Or connect your emails with the Outlook add-in from Exxas. This means you have everything about your orders and tickets in one place and can simply hand them over to another employee.

Record services, expenses and required materials in service orders. The services are immediately transferred to your personal working time recording. The recorded expenses can be submitted by your employees as expense claims for payment. On completion, you can generate invoices from the orders and tickets with a single click. The services and expenses from outstanding service orders can also be partially invoiced.

Leave the complexity of correctly calculating different hourly rates for your employees to Exxas. Your team focuses only on providing the best service to the customer - Exxas takes care that every hour is billed correctly based on pre-configured hourly rates and billing modes.

Compile your services and let your team select only case flat rates, standard materials and service packages. You can even customise the prices per customer. This makes billing a breeze and the productivity of your team easier to compare.

Set budgets for your service orders and tickets. If customers specify certain cost ceiling requirements, you can now enter this in hours and amount for your service orders. You can also make this a default if you want to have maximum expenses for certain cases or orders.

With the iOS and Android apps from Exxas, you can transform your field staff's smartphones and tablets into mobile offices. Access the complete business platform or provide your employees with a simplified view.

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Have your customers sign your service reports and material costs digitally on their tablet or smartphone on site.

Create masses of invoices from service orders and tickets with just a few clicks. Send the invoices all by email and post them in financial accounting. Have invoices paid even faster with e-invoices and QR payment codes.

Store recurring hourly credits for customers who purchase your services in quotas. Clearly and comprehensibly invoice incoming tickets via the credits.

In the planning view, you can quickly see who in your team still has a free morning or afternoon in the next three weeks. Planning displays your calendars from Microsoft 365 and Outlook in a very special resource planning view.

You can compile your tried-and-tested processes and best practices in task packages. Add these task packages to new service orders and tickets. Distribute the tasks and ensure the best service on a recurring basis.

Do you need additional information in service orders or tickets? Create additional fields such as selection fields, descriptions, options and much more for service orders. Make these fields mandatory when creating new service orders. The fields can also be displayed as columns in the overviews.

Enter categories, status types and additional fields to track and analyse service requirements in detail. Define response and service times for ticket categories. Monitor elapsed times with automations and create comprehensive analyses with Power BI.

Use customised status types and categories to easily map processes in your company. Thanks to prioritisation, your employees know which tasks they should work on next.

Manage your customers' equipment and link service orders to devices, systems and installations. Have the systems created automatically as soon as an invoice with corresponding items is posted. Manage photos, customised documentation or instructions. Your technicians will love it when they can visit your customers well informed. You can also link customer assets to subscriptions so that you can see which assets have service contracts.

Templates with freely definable cycles, budgets, etc. can be created for regularly occurring orders. These are then created automatically and dispatched to the responsible persons. This means that no more annual maintenance is forgotten - without any calendar entries or reminders.

All open and completed service orders and tickets are stored in the customer history. You can also link service orders to customer installations and subscriptions to obtain a detailed service history for the installations maintained.

Share access to your group mailboxes such as support@ihredomain.com. Have service orders and tickets created automatically for incoming emails. If your customers reply to emails from Exxas, these replies are automatically saved in the relevant tickets.

With subscriptions, you can send your customers recurring invoices for service fees, service flat rates, maintenance contracts, etc. The cycles for invoices can be defined per subscription template or individually per customer. You can also create any number of different subscriptions for each customer. Subscription management is very comprehensive. You can store documents such as contracts - so you have everything in one place. ‍

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The automated billing runs generate the invoices for the subscriptions. Of course, the runs take into account whether subscriptions are active or cancelled. You can also carry out upgrades and downgrades to the subscriptions - the billing runs can automatically generate difference invoices. You can also send and post the invoices automatically via mass mailing.

Make it easier for your team to send emails by providing them with templates for service orders and tickets. For example, send your customers a comprehensive email to open a service case - including data sheets, best practices and checklists. Or thank them in detail for completing a service order.

Over time, you have acquired extensive knowledge about your products and services. Store and share this knowledge in Exxas. Create service processes with flowcharts, describe individual process steps - and ensure that new employees are quickly introduced.

Offer your customers a customer portal in your corporate design. You can give your customers access to invoices, orders, profile management, purchased products, support and ticket system, knowledge database, system management with devices, machines, documentation and much more: a 24/7 service centre.

Publish knowledge articles from the Exxas knowledge area in your customer portal. After logging in, customers can access the selected knowledge and FAQ articles. You can also embed these articles on your website via the API.

With the Exxas apps for iOS and Android, you can open your customers or contacts and start route planning directly. You can also display your customers on maps.

Numerous ready-made analyses make it easier for you to manage your service orders and tickets. There are also numerous reports for the services and costs recorded. Use analyses based on PDF or export the data as CSV to Excel. With the Excel add-in from Exxas, you can easily create your own analyses and access live data from Exxas.

Call customers and contacts directly in Exxas using the call button. Synchronise your contacts with your Outlook using the Outlook add-in from Exxas to also display incoming calls in Microsoft Teams.

Customise your own personal dashboard. Organise and scale the diagrams flexibly using drag & drop. Select the chart type, define values for the axes, set filters or group data. This allows you to track the progress of your entire service department. You can also make dashboards available to your team in the workspaces.

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Plan and organise your projects in a short space of time. In the project overview, you can see at a glance what the status of the project is, whether the budget is being adhered to or which employee still has capacity for another project.

Clearly visualise your tasks and milestones in the project plan. Use drag-and-drop to organise and schedule your projects in a short space of time.

Create tasks for your projects, assign them to individual people and track their status. Comments, working hours, files and deadlines are stored directly on the task. This means you always have an overview of the progress of the project.

Manage tasks visually with Kanban boards. Use columns for different work phases, assign tasks and move them according to progress. Create centralised status types that you can activate in projects.

Create sub-projects or project phases in a main project. Track the progress of the individual sub-projects to ensure that the overall project is on track.

Create automations for your projects, for example to speed up the project start and implementation. You can have task packages and workflows executed automatically when a new project is opened. Or inform customers regularly and automatically about the progress of a project.

Send emails to your customers from projects or linked via the Outlook add-in. All emails are automatically saved in the project. You can automatically assign incoming emails via mail automation or link them to the project via the Outlook add-in. This means you have all project communication in one place.

Erfassen Sie die geleisteten Stunden, Parkgebühren und Materialaufwendungen gleich auf Ihren Kundenprojekten. Mit vordefinierten Artikeln, unterschiedlichen Stundenansätzen und Vorlagen wird die Kostenerfassung ganz einfach.

Have you agreed individual hourly rates with the customer for a project? No problem. You can enter the agreed hourly rates for each employee and service type in the project.

Link supplier invoices to projects, record material costs and other expenses directly on the projects - and never forget to invoice anything again. Keep an eye on the project budget at all times and calculate your profit with intelligent post-calculation.

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Cost and time budgets can be stored for project items. With just a few clicks, you can check for which work more or less time was spent than budgeted. Your project team can also see how much time has been budgeted for tasks or project phases.

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You can create invoices on account, partial invoices and final invoices for your projects. In the final invoice, the customer is charged the total amount with the services already invoiced.

Do you work with your customers on the basis of one-off or ongoing credit hours? In projects, you can credit hours regularly and automatically. You can also provide your customers with detailed invoices with just a few clicks.

Ensure better distribution of assignments and easy time tracking. The deep integration with Microsoft 365 allows you to use your team's calendar data to provide detailed resource planning in Exxas. Quickly find free capacity for new jobs in the planning view.

You can compile your proven processes and best practices in task packages. Add these task packages to new projects, distribute the tasks and ensure recurring successful projects.

To give you a better overview of the progress of your projects, you can set status types and categories. Prioritise projects with colours or individual additional fields. You can also create meaningful traffic light systems for your projects.

In project planning, you can enter milestones at which important tasks must be completed. Budgets can be stored for the respective tasks as well as for the entire project. This allows you to keep costs under control at all times.

In the project overview, you can see the status of your projects, how many services and costs have been incurred, whether the projects are within budget and whether you are still on schedule.

A lot is developed and built up in projects. Save concepts, instructions, drafts and documentation in your projects or customer systems. The customer systems are particularly suitable for data and information that is also valuable in customer support.

Make it easier for your team to send emails by providing them with templates for projects. For example, send your new customers a comprehensive email at the start of a project - including data sheets, best practices and checklists. Or thank them comprehensively at the end of the project with clear documentation.

Over time, you have acquired comprehensive knowledge about your products, services and successful project implementation. Store and share this knowledge in Exxas. Create project processes with flowcharts, describe individual process steps - and ensure that new project team members are quickly introduced.

Thanks to the integration with Microsoft 365 and Outlook, you can also access your diary in Exxas. Organise appointments and time slots for your project team and pay attention to the Outlook appointments already entered.

Customise your own personal dashboard. Organise and scale the diagrams flexibly using drag & drop. Select the chart type, define the values for the axes, set filters or group data. This allows you to track the progress of an entire project portfolio.

Numerous ready-made analyses make it easier for you to manage your projects as well as your services and costs for projects. Use analyses based on PDF or export the data as CSV in Excel. With the Excel add-in from Exxas, you can easily create your own analyses and access live data from Exxas.

Do you need additional information in a project? Create additional fields for projects such as selection fields, descriptions and much more. The fields can also be defined as mandatory fields and displayed as columns in the overviews.

With Exxas, you can record and manage all your products and services in one place. Whether physical items, digital services or hourly rates for services; all information is available centrally and can be added to quotations, orders, subscriptions or projects.

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Enter the article data for your products and services in any language. Store the preferred language for your customers so that quotations, delivery notes and invoices are automatically generated in the correct language.

Organisez vos produits et services en groupes et catégories. Définir des responsables de catégorie pour définir les responsabilités en matière de gestion des produits. Votre équipe peut trouver et sélectionner les articles souhaités aussi facilement que dans une boutique en ligne bien organisée.

Manage your articles in any currency. Have your purchase and sales prices automatically calculated in different currencies. If your key currency is the euro or the Swiss franc, you can automatically synchronise the exchange rates with the central or national bank.

Maintain comprehensive product and service data. Add documents, images, checklists and customised additional fields. Link your products to knowledge articles, for example, so that suitable help is displayed immediately in the service. This means that every team member can access extensive product knowledge at any time.

With freely definable additional fields, you can enter exactly the information you need for your products and services. Choose selection fields, option and checkboxes, multi-line text fields and much more for your customised additional information. You can also display this information in item overviews or in the item mask for quotations and invoices. This additional information can also be printed on the PDF templates for your customers.

Provide services with firmly defined time budgets in your service catalogue. This means that your field service staff and technicians can simply select the services provided. You can even compile individual service catalogues for each customer using the price lists.

Make upselling smart - without making your prices look overpriced. Mark individual items in your offer as optional. The price of these products or services is not included in the total. If your customer decides in favour of the optional services, you can activate these products or services when creating the order.

Combine your products and services into item packages. With just a few clicks, you can put together comprehensive offers. Create standardised offers, projects and invoices by simply changing the quantity and prices. This allows every sales department to calculate comprehensive projects in the same way.

Enter graduated prices for your items so that the price for 100 units is lower. The quantity units can be finely categorised into pieces, packages, pallets, etc. You can use price lists to define individual prices for customer groups or individual customers. This allows you to implement special prices for certain purchase quantities, permanently agreed customer prices or seasonal promotions.  Several price lists with different priorities can be stored for each customer.

You can have your sales prices calculated automatically based on the purchase price. You can customise the price calculations for quotations, invoices, etc. Thanks to the price and margin calculation, you can see how high your profit is for each quotation or order.

You can define a cost centre, expense and revenue account for each item. When the invoice is posted, the items are posted to the income accounts. And to the expense accounts when purchasing.

With subscriptions, you can send your customers recurring invoices for service fees, service flat rates, maintenance contracts, etc. The cycles for invoices can be defined per subscription template or individually per customer. You can also create any number of different subscriptions for each customer. Subscription management is very comprehensive and you can store documents such as contracts - so you have everything in one place.

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The automated billing runs generate the invoices for the subscriptions. The runs naturally take into account whether subscriptions are active or cancelled. You can also carry out upgrades and downgrades to the subscriptions - the billing runs can automatically generate difference invoices. You can also send and post the invoices automatically via mass mailing.

Adjustments during the year, such as upgrades and downgrades, can be implemented in the subscriptions using the "Plan adjustment" function. Items can be increased, reduced or completely removed on a specific date. Thanks to the difference calculation, the period until the next subscription invoice is calculated automatically. Manual calculation of differences is no longer necessary. In addition, subscriptions can be started with a later start date, paused for a certain period or cancelled on a specific date. Cancellation periods are taken into account.

Business models with subscriptions work best when the subscriptions are standardised. Create templates for your subscriptions with defined products, services, terms, prices and billing cycles. This allows you to create new subscriptions for customers extremely quickly and without errors.

With subscriptions, future revenue can be calculated very precisely. You can track the growth of your subscriptions and display revenue forecasts in the dashboards. There is no better liquidity and budget planning. In addition, you can automatically store performance periods when booking annual subscriptions. Thanks to automatic accruals and deferrals, income is deferred via the assets or liabilities in transit - and the income is distributed over the months.

Give your customers insight into their subscriptions via the customer portal. Activate subscription management in your Exxas customer portal. Let your customers manage their subscriptions to the extent that you authorise them to do so.

Manage your customers' equipment and link service orders to devices, systems and installations. Have the systems created automatically as soon as an invoice with corresponding items is posted. Manage photos, customised documentation or instructions. Your technicians will love it when they can visit your customers well informed. You can also link customer assets to subscriptions so that you can see which assets have service contracts.

Design different asset categories with individual fields and masks. A customer system of the type "Printer" has different fields than the system "Laptop". Store the corresponding asset categories for your articles. Assets do not have to be physical products. They can also contain virtual assets and information such as IP addresses, patents, photos, customer keys, etc.

Link service orders, tickets, subscriptions, sales opportunities etc. with customer systems. This creates a very detailed service history. Your sales and customer service team can quickly gain an overview of the customer environment.

For articles, you can define whether a customer creation should be created automatically. If you activate this function, the selected asset category is created when the item is delivered or invoiced.

Give your customers access to the systems you supply via your customer portal. If you activate the customer systems in your Exxas customer portal, your customers not only have an overview of your systems, but also of their service history. This creates customer loyalty, as your customers can keep an eye on everything at all times.

Monitor, track and organise your orders and purchase orders. Create quotations, generate orders from them, forward delivery and set-up notes and even invoice your orders. All in a clearly organised order processing system.

Manage your suppliers systematically - with updated address and contact data, individual prices and conditions, documented relationship history and other relevant information. This creates transparency in purchasing.

Nutzen Sie mit Exxas die Möglichkeiten von E-CUtilise the possibilities of e-commerce even better with Exxas. Connect your Shopify or WooCommerce online shop to Exxas and automate the synchronisation of product data and ordersommerce noch besser. Verbinden Sie Ihren Shopify- oder WooCommerce-Onlineshop mit Exxas und automatisieren Sie den Abgleich von Artikeldaten und Bestellungen.

Your items can be supplemented with matching accessories. Your users can display and select the right accessories for an item in quotations and orders with just one click. You can also store follow-up articles simply and easily.

With article sets, you can combine individual articles into a set. This simplifies quotation and order processing and enables the sale of product or service packages. Prices are calculated based on the individual items or fixed for the entire set.

Serial numbers make individual items clearly identifiable. Keep serial numbers in stock and select them from your inventory when clearing. Automatically post the SN items to the customer systems to be prepared for service and warranty cases.

Batch management is available for foodstuffs or perishable goods in general. This allows you to define batches at goods receipt and post them to stock. When goods are issued or delivered, you select a batch and the number of items removed. This ensures traceability. If a recall is necessary, you can inform your customers quickly.

Partial deliveries allow you to dispatch and invoice immediately available items. Collective deliveries allow you to combine several orders and save on logistics costs. Several orders and deliveries can also be summarised in collective invoices.

Automatic order proposals can be generated on the basis of minimum, ideal or maximum stock levels. These order proposals can be used to create orders directly with your suppliers.

Create purchase orders directly from your customer orders with your suppliers. This means you only order the goods that have actually been sold. The conditions and prices of your suppliers are taken into account in the orders.

Create and manage an unlimited number of storage locations and bins. Whether it's your own warehouse, external logistics locations, consignment warehouses or storage racks in sales areas; storage, relocation and retrieval is very simple.

Just like incoming and outgoing goods with the automated goods processes, manual warehouse transactions are also systematically documented. Manual putaways and stock transfers are particularly suitable for the rapid movement of goods and stock corrections.

Scan QR and barcodes at goods receipt to assign items to storage bins. Print barcodes on products and delivery notes yourself so that your customers can continue to use them.

Forward checked orders to your logistics department. All details such as article, storage location and availability, delivery and packaging specifications are immediately visible for the set-up.

Manage your teams, employees and all their data in one secure place. Your employees keep their own profile up to date, can access their team's data and documents as line managers and independently create references, employment contracts or employee appraisals. Absences, expenses and holiday credits are also managed via the employee profiles. With the knowledge database, task packages and intranet, you can speed up the onboarding of new employees enormously.

Using the employee profile, your employees can independently adjust their personal data, submit time records and expenses, submit absence requests such as leave, call up their overtime account or view their leave balance. And much more besides. This saves line managers and the HR department a lot of work and frequent interruptions to work to obtain information.

Provide your employees with a comprehensive, digital employee handbook. In the knowledge area, you can compile personnel regulations, decision-making powers, instructions and best practices.

The knowledge area is suitable for providing your own intranet with manuals, FAQs, employee regulations, knowledge articles on services and products, management systems for ISO certification, etc. Create as many categories and subcategories as you like. Create articles with formatting options, tables of contents as well as images, schemas and videos.

Communicate news about the company using the integrated news function in Exxas. Create posts with images and publish the news in Exxas. All users will receive a notification the next time they log in.

Comprehensive working time recording fulfils all legal requirements and is combined with performance recording in service orders, projects and tasks. This means that times no longer have to be recorded twice for internal working time and billing. You can optionally record attendance times as well as overtime and undertime. Get an overview of your team's working time and how it is utilised. Thanks to applications and authorisations, you make the work of team leaders much easier and ensure that all work is recorded promptly.

Activate the automatic calculation of overtime and undertime. Users will see all credits for overtime worked and deductions for compensation in their account. The weekly overview shows how many hours still need to be worked in the current week in order to reach the target working hours.

Let your team create absence requests for holidays, illness, remote office and much more. Exxas calculates the duration of absences, taking into account planned working hours and public holidays. The absence is automatically recorded in the time recording and calendar (Outlook). The holiday account is managed just as automatically. Supervisors can simply check and approve requests using the integrated planning view.

Your team records expenses on orders and projects for onward billing or for their own company via their own profile. Team members can conveniently enter the image of the receipt via image upload or directly via mobile phone photo using the Exxas app. All expenses are summarised on claims and can be approved for payment by superiors.

With just a few clicks, employees can request leave, other absences, weekly working hours, supplier invoices and expenses from their line manager or selected departments. Supervisors can find all requests submitted to them in their personal workspace. Requests can be commented on and accepted or rejected with a single click.

Numerous people are usually involved in onboarding and offboarding and many systems have to be configured. The task packages are ideal for employees joining and leaving the company. Create and distribute packages with all tasks for the IT team, office management and the HR team. This also ensures that everything is ready on the start date and that no system access is left open when an employee leaves.

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Use the customisable Word templates for HR documents. Use the templates from Exxas or integrate your existing templates for references, employment contracts, etc. With just one click, managers and employees in HR can generate the desired documents with the employee data pre-filled. It is best to store created employee documents in the employee profile.

Evaluate the current workload via your dashboards. Calculate the workload based on business activities, time budgets or billable time. Find out which team members still have capacity for tasks and projects. Either using the open and planned activities or using the resource planning view.

Motivate your team in a playful way. The inclusion of gamefication elements such as virtual awards and trophies increases motivation to achieve goals, especially among the younger generation. The achievement of objectives becomes more visible and the number of awards and the level of experience achieved is displayed in the employee profile. Award points for successfully completed projects, completed training courses and certifications or particularly good work.

Ensure correct and punctual payroll accounting every month. For employees with monthly or hourly wages. Wages can be calculated, paid and posted without in-depth prior knowledge. You can also implement remuneration systems with commissions, bonuses, expenses and allowances. Payroll accounting and all functions relating to payroll accounting are currently designed for Switzerland and Liechtenstein.

Transfer the payment files for the wages to your online banking. After debiting, you post the payroll run to financial accounting. Payroll accounting and all functions in connection with payroll accounting are currently designed for Switzerland and Liechtenstein.

Use the many Exxas wage types to calculate and correctly post your wages. You can customise existing wage types or create new ones. Payroll accounting and all functions relating to payroll accounting are currently designed for Switzerland and Liechtenstein.

Calculate all social insurance schemes such as AHV, IV, ALV, EO, daily sickness benefits, accident insurance, family allowances and occupational benefits (BVG) via Exxas payroll accounting. Payroll accounting and all functions relating to payroll accounting are currently designed for Switzerland and Liechtenstein.

Automatically calculate withholding tax for all 26 cantons. The rates are synchronised with the withholding tax offices. Payroll accounting and all functions relating to payroll accounting are currently designed for Switzerland and Liechtenstein.

Send your employees their annual salary statement as a PDF and automatically by e-mail. Specify in the employee profile which fields must be ticked for each employee and enter the correct comments. Payroll accounting and all functions relating to payroll accounting are currently designed for Switzerland and Liechtenstein.

Transmit annual social security notifications as well as employee entries and exits digitally. You can also process monthly withholding tax statements via EWR. Payroll accounting and all functions relating to payroll accounting are currently designed for Switzerland and Liechtenstein.

Create customised fields for the employee profiles to record additional information as standard. Such fields can be used very well for commission and bonus systems, for example. Use additional fields such as selection fields, multi-line text fields, options and many more. The fields can also be displayed as columns in the overviews.

Automate everyday tasks so that you can concentrate on the essentials. Organise the onboarding of a new employee using a form that starts a workflow with task packages once it has been sent. Or provide your team with various personnel forms via a workspace that generate tasks in the HR workspace and run through workflows.

Customise your own personal dashboard. Organise and scale the diagrams flexibly using drag & drop. Select the chart type, define values for the axes, set filters or group data. This allows you to aggregate and analyse all employee, salary and work data with the business activities. You can also make dashboards available to your team in the workspaces.

Numerous ready-made analyses make it easier for you to manage your employees and payroll accounting. There are also numerous reports for the benefits and costs recorded in these analyses. Use analyses based on PDF or export the data as CSV to Excel. With the Excel add-in from Exxas, you can easily create your own analyses and access live data from Exxas.

In financial accounting, you post all your transactions such as debtor and creditor documents, incoming and outgoing payments, manual postings and much more. You carry out depreciation and accrual runs, manage your assets in asset accounting and value foreign currency holdings. At the end of the financial year, you will prepare your annual financial statements.

You can create an unlimited number of clients (systems) in Exxas. For example, you can create a client for the company "Muster Services GmbH" and another client for "Muster Produktionsfabrik GmbH". You can create completely separate companies as clients and also assign separate authorisations. All clients use the booked number of concurrent users, which is why you can also create an unlimited number of users in the individual clients. In turn, you can create and manage an unlimited number of financial years in the individual clients.

The number of bookings is limited to 5,000 bookings per financial year - regardless of the subscription booked or the number of simultaneous users. For most small companies, 5,000 bookings per financial year are sufficient. The booking limit can be extended by 5,000 bookings per package for 45.00/month each. The limit is automatically increased to the booked number for all clients and financial years. With 6 packages or for 270,-/month the number of bookings is unlimited. The financial year with the most bookings is measured. If the booking limit is about to be reached, you will receive a message when booking.

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Prices for extending the booking limit

10'000 bookings , 45,-/month (1 package)

15'000 bookings , 90,-/month  (2 packages)

20'000 bookings , 135,-/month (3 packages)

25'000 bookings , 180,-/month (4 packages)

30'000 bookings , 225,-/month (5 packages)

Unlimited bookings , 270,-/month (6 packages)

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Prices are quoted exclusive of VAT.

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Use one of the prepared charts of accounts for Switzerland, Germany or Austria. These are based on the SME chart of accounts (Switzerland), SKR03 and SKR04 (Germany) and the standardised chart of accounts (Austria). You can simplify the charts of accounts according to your requirements or expand them with additional accounts.

Generate an invoice or credit note for your customer from an order, service order or project with just one click. Of course, you can also create manual invoices. Send your invoices individually or in bulk by e-mail. With the automations, you can create, send and post invoices completely automatically.

Receive invoices and credit notes by e-mail in Exxas. Invoices are automatically read out, bookings are suggested and processed further. With the authorisation process, budget managers can approve the invoices and then simply send them to your bank for payment.

Create partial invoices for orders and projects with a single click. Partial invoices are automatically deducted from the final invoice. You have many other options for invoicing projects and subscriptions. These include the invoicing of all time and expenses already incurred or the staggered invoicing of services.

You can easily generate customer invoices from projects, service orders, subscriptions and orders. Configure your workflow for invoices and credit notes to customers. Define who can create, edit and cancel invoices. Also define who must approve invoices and credit notes before they are sent.

You can conveniently receive invoices and credit notes from your suppliers by e-mail, for example in the group mailbox rechnung@muster.com. You can integrate the mailbox into Exxas and it can be managed jointly. Have vendor invoices generated automatically from the incoming e-mails. If you activate authorisation, you can send the authorisation requests to central users or to the budget/account managers.

Create a credit note for your customer with one click and offset it against an open invoice. Define users who can create credit notes, reset and cancel invoices.

Send invoices with centralised email addresses such as rechnung@ihredomain.com. This is possible for individual invoices as well as for sending thousands of invoices. Automate the further processing and posting of customer invoices. To do this, integrate shared mailboxes in Exxas. You can also use these mailboxes to set up an e-mail address for receiving supplier invoices (creditors). Have the incoming supplier invoices processed automatically.

E-invoicing in the ZUGFeRD standard is spreading in Germany, Austria and Switzerland. The e-invoice offers many advantages in digital invoice processing. Thanks to the machine-readable data and fully electronic processing, there is no need for time-consuming OCR scanning. With Exxas, you can receive, process and send e-invoices in the ZUGFeRD standard. For Switzerland, you can also activate QR invoices so that your invoice recipients can conveniently make payments using the QR code.

Transfer incoming payments from your online banking to Exxas and automatically reconcile the payments with outstanding customer invoices (debtors). You can also conveniently pay your supplier invoices (creditors) with Exxas. Summarise the vendor invoices due in a payment run and transfer this to your online banking.

Keep your outstanding customer invoices under control with the integrated dunning system. Send a friendly payment reminder to your customers once the payment deadline has passed. You can define reminder levels, deadlines and reserve days. You can also determine the templates and texts yourself. You can also store dunning stops in customer accounts - including delivery stops if required.

You can choose from various procedures and methods for VAT accounting: Effective with received or agreed consideration, net tax rates and all other methods such as gross and net. Use the predefined VAT codes for purchasing and sales. You can easily settle your taxes with the integrated VAT accounting.

Prepare the new year towards the end of the financial year. Create the new financial year and transfer the balance sheet balances. You can continue to process accounts receivable and accounts payable invoices in the old financial year and carry out postings. You can carry forward the balances and the debtors and creditors open at the end of the year to the new financial year.

You can display the balance sheet and income statement with one click in the financials. Choose whether you want to compare the balances with the previous year or the budget. You can export the analyses to Excel or PDF to prepare them for the annual financial statement.

The profit and loss account (P&L) is not only an indispensable tool for the annual financial statements. It also helps you to keep an eye on the financial situation of your company during the year - for example monthly or quarterly - and avoid unpleasant surprises at the end of the financial year. Every income and expense can be tracked down to the individual receipt, so you can always see exactly which postings are included in your P&L. The level of detail of your financial overview depends on the categorisation of your receipts. All values can be checked quickly and easily - including the option to easily adjust categories if required.

Comptabiliser des écritures individuelles ou toutes les écritures en plus des centres de coûts (CC) pour les unités d'affaires ou les départements. Vous pouvez utiliser les évaluations des centres de coûts dans Finance pour évaluer les dépenses et les recettes par centre de coûts.

Compile your annual budget. To do this, use budget items per account and distribute the income and expenditure over the months. Compare your budget with your income statement on an ongoing basis.

Keep an eye on your liquidity and the inflow and outflow of funds. The cash flow charts in the dashboards provide you with a good tool for this.

Use investment properties for the management and depreciation of vehicles, equipment, furniture, etc. Exxas uses the straight-line and declining-balance depreciation methods to calculate and post depreciation automatically.

If you do not want EUR, CHF or USD to be your base currency, you can define any other main currency with Exxas. You can also use an unlimited number of foreign currencies. If your base currency is the euro or the Swiss franc, you can automatically synchronise the exchange rates with the central or national bank.

Even if you usually have a 12-month financial year, monthly and quarterly financial statements are often required for reporting purposes. Thanks to the automated accruals and deferrals, providing such interim financial statements is child's play. You can fix the closed periods so that no more postings can be changed in these periods.

If you charge annual subscriptions, you can have the income automatically posted to the individual months. Of course, the expenses in the supplier invoices can also be posted. Prepaid expenses and deferred income are recognised automatically.

With the integrated solution for subscriptions, you can create recurring invoices easily and automatically. Whether monthly, quarterly or annually: Exxas creates the invoices with the recorded items automatically. Including dispatch on request.

If you or your trustee use DATEV, Abacus or Topal for accounting, you can connect these systems to Exxas, transfer invoices and synchronise postings.

Take your reporting to a new level with Exxas and Microsoft Power BI. Thanks to the connection, you can visualise live data for your management with extensive calculations and threshold values.

Thanks to the Excel add-in from Exxas, you can connect Microsoft Excel directly with the live data from Exxas. Create customised reports and diagrams with Excel.

Our fiduciary partners support you with bookkeeping, VAT accounting or annual financial statements. Thanks to free access, you can work interactively with the fiduciary partner.

Thanks to the Exxas automations, you can greatly automate the processing of accounts receivable, accounts payable and postings. Automatically invoice your orders and subscriptions, send the invoices to your customers by e-mail and post the invoices. All without human intervention.

Exxas itself offers you the option of creating your own graphical diagrams and number charts in the dashboard area. Visualise your cash flow, show which customers are generating the most sales for you this year, what the potential of your current opportunities looks like and much more.

Numerous ready-made evaluations make it easier for you to manage your finances. Use analyses based on PDF or export the data as CSV to Excel. With the Excel add-in from Exxas, you can easily create your own analyses and access live data from Exxas.