Business organization under control
Procurement and accounting including reminders and financial accounting export
Also, check out our YouTube video on this topic.
Funktionen von Auftrags- und Rechnungswesen im Überblick
work4all desk - all information in one place
All commercial processes are clearly displayed in the digital customer, supplier or project file in the so-called work4all desk. You can see the status immediately on the display!
Intuitive operation through drag-and-drop conversion
CRM, ERP and project management in a single software. Work4all is the award-winning all-in-one software that combines commercial functions, filing of communication and documents, and project management.
Digital invoice books
The outgoing and incoming invoice books show all due and outstanding invoices. The integrated online banking helps with reconciling invoices and paying open items.
XRechnung and ZUGFeRD digital invoice formats
work4all supports the e-invoicing formats ZUGFeRD and XRechnung. These electronic standard formats include both the invoice image (in the case of ZUGFeRD) and the invoice data in XML format (for both ZUGFeRD and XRechnung). This enables work4all users to send their customers a standardized, postage-free invoice electronically. This will become a legal requirement from 2028 onward.
More detailed information can be found here.
Fully integrated dunning system
In the digital invoice outflow book, open and overdue invoices can be tracked and reminded — using the electronic process via e-mail or as a batch print. In both procedures, several dunning stages are possible. All dunning actions are, of course, documented in the digital customer and project file.
Generate recurring invoices automatically
The maintenance/subscription invoices module brings order and automated billing for your maintenance, service or rental contracts. The services to be billed and the billing cycle are recorded once per customer and per contract and all invoices are then created at the push of a button.
Automatic billing of project times
With project billing, service providers can view, edit if necessary, and invoice the hours recorded by employees with a single click. A performance report with evidence of all hours can be attached to the invoice.
FIBU export to Datev or other accounting programs
Incoming and outgoing invoices, receipts and credit card receipts, travel expense statements — all of this is recorded in work4all and can be conveniently transmitted via an interface to your financial accounting program or tax advisor. Not only are PDF documents exported, but stored revenue and cost accounts for accounting are also transferred.
Cash Book
With the cash book, you have all cash expenses and receipts under control. The receipts are digitally recorded at a central location and can be digitally transmitted to the accounting department or tax advisor for the monthly financial statements.
Approvals for ERP objects
This function is about the digital approval of incoming invoices, orders, invoices. For this purpose, vacation and overtime requests can be approved, even on the go with the work4all app.
Online banking
Das Modul Online-Banking hilft, Eingangsrechnungen aus work4all zu überweisen bzw. Sammelüberweisungen durchzuführen, Lastschriften einzuziehen und Ausgangsrechnungen auszuziffern. Das Online-Banking ist vollständig in die Prozesse integriert.
Feature overview
Process for converting ERP objects via drag & drop
Convenient search function in lists
Sending by email with PDF attachment
Direct access based on document number
Standard text templates
Approval process for ERP processes
Calculation, offers, orders, customer orders, delivery notes, performance records, invoices and credit notes to customers/prospects
Invoice books for incoming and outgoing invoices
Demand reports, orders, incoming delivery notes and invoices to suppliers
Automatic decryption of incoming and outgoing invoices via online banking
Order tracking, including consideration of hours already charged (for service providers)
Payment process via SEPA payment flows or online banking
Importing orders from an online shop
Open item management
ZUGFeRD and XRechnung formats
Returns and refunds
Service orders in the work4all app
Integrated reminder system (e-mail, post)
Bring your growing business processes into a digital home
work4all connects what belongs together: projects, customers, invoices, documents, articles, employees. Everything clearly integrated in one software system.
