From the first contact to the incoming payment. Give your suppliers and service providers their own accounts and bring them into your workflows. For freelancers and SMEs.
Three steps that belong together and still sit in three separate programs in most companies.
Companies, people, contacts, contracts, articles. One company can be a customer, a supplier and a freelancer at the same time, and the business status carries it from contact to customer. Existing data comes in by CSV, with column mapping, preview and duplicate detection.
Objects hang off one another instead of repeating themselves: the line item on the document, the document on the company, the task on the project, the time entry on the task. Open one record and you see what is attached to it.
Quotation, order, invoice and credit note are variants of one document, not four separate forms. Accounting derives receivables, overdue amounts and revenue from them, without anyone retyping figures.
Illustration with sample values.
No fixed schema you have to bend into shape first. Every one of these types is configuration, not a special case in the code.
You create new types in administrator mode: name, fields, inheritance from a parent type, date fields flagged for the calendar. The list, the form and the search follow from that on their own.
The commercial core, in as much detail as daily work actually calls for.
Quotation, order, invoice and credit note inherit from the same parent type. The line items with quantity, price and tax rate hang off the document, and the portal does the sums.
Invoices are numbered as RE-YYYY-NNNN, consecutively per year and per tenant. The next number is derived from the existing records, not from a counter that can slip.
The quotation has a valid-until, the order a delivery date, the invoice a due date and a paid-on date. A traffic light shows which of those is being missed.
As long as a document is a draft, it can be deleted. Once issued, it stays on record even if it is taken back. That is what the credit note is for.
A payment reminder with no fee, a first dunning letter at 5 euros, a second at 10 euros. Seven days between stages, and after the second letter the run stops. What happens next is a decision for a person.
Incoming payments are records of their own, attached to the document. Two partial payments against one invoice are the rule, not the exception, and receivables are calculated from them rather than from a tick box.
Project, list, task and time entry are four object types. Together they look like a board.
Cards travel from list to list with the mouse. That is the same movement that happens in your head anyway, and it writes straight into the record.
The columns are not fixed states but objects of type list. A project with four columns and one with nine sit side by side in the same portal.
Time entries hang off the task, not off a separate timesheet. What ends up on the invoice is therefore the same time somebody booked.
Without sharing, everyone in the tenant sees the project; with sharing, only those listed. No permission tree that somebody has to maintain before any work can start.
Sales and accounting work on the same records and ask two different questions. Sales asks: is it coming? Accounting asks: is it here?
Opportunities run through six phases, from lead to won or lost. Value times probability gives the forecast, and it appears on the desk without anyone maintaining a spreadsheet.
Accounting derives receivables, overdue amounts and revenue from the invoices and the payments attached to them. There is no second set of records to reconcile against the first.
Illustrations with sample values.
The calendar has no records of its own. It shows date fields that are flagged for the calendar, whatever object type they belong to.
Views from day to year, appointments moved by dragging (which writes back into the flagged field), a colour per source type, a print view. An object with two flagged fields on the same day produces one entry, not two.
Anyone working in the portal keeps the calendar up to date without opening it.
Four kinds of access, each limited to its own slice. The way in is always a time-limited invitation link, never open registration.
Four reasons you can read up on instead of taking on trust.
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