The Revenue & Costs module extends ZEP with comprehensive price and cost management. It enables the recording and management of receipts, the maintenance of external suppliers, the configuration of project- and customer-specific pricing structures, and detailed revenue and cost reports.
Product Line Availability
Availability by product line:
• ZEP Professional: included in the base package (no add-on required)
• ZEP Compact: available as an add-on module
• ZEP Clock: not available
Additional Menu Items
The module adds the following additional menu items to ZEP.
Receipts
Receipts appears as a standalone main navigation item in ZEP. Employees can record and manage their own receipts there. The menu contains the following sub-items:
My Receipts: personal receipt overview and management for the logged-in employee
Receipt Inbox: central intake and review point for newly uploaded receipts; administrators can review, accept, or reject incoming receipts
Suppliers
Suppliers appears as a standalone main navigation item in ZEP. External business partners – service providers, subcontractors, and vendors – can be managed centrally, assigned during receipt entry, and evaluated in cost reports.
Projects
The module extends the project detail view under the Billing Settings tab with the following new areas:
Price Tables: project-specific price tables and hourly rates applicable to this project; override customer and administration defaults
Price Groups: project-level assignment of employees to price groups; override customer defaults
Daily Rate Shares: project-specific tiered rules for daily rate billing; override the administration defaults
Receipt Settings: configuration of the receipt inbox and receipt-related settings per project
In addition, the following new areas are added under the Reports tab:
Receipt Report: all receipts assigned to this project
Price Overview: applicable price tables for this project
Project Status – Earnings: comparison of planned and actual earnings for this project
Customers
The module extends the customer detail view under the Billing Settings tab with the following new areas:
Price Tables: customer-specific price tables and hourly rates that are pre-filled for all projects of this customer
Price Groups: customer-specific price groups that are pre-filled for all projects of this customer
In addition, the following area is added under the Reports tab:
Receipt Report: all receipts assigned to the customer via projects
Employees
The module extends employee data in the Travel & Costs section with the following new areas:
Receipt Report: all receipts recorded by this employee
Price Overview: applicable price tables for this employee
Disbursements (freelancers only): recorded disbursements
Administration > Prices & Receipts
This tile in the administration contains all billing-relevant master data for the module:
Base Price Tables: company-wide price and daily rate tables serving as the baseline for all projects and customers
Price Groups: classification of employees into pricing tiers for billing purposes
Daily Rate Shares: tiered rules defining which share of the daily rate is billed for a given number of hours worked
Payment Methods: Private, Company, Credit Card, etc. for receipt entry
Tax Rates: VAT rates for receipt entry
Exchange Rates: currencies and conversion rates including base currency
Receipt Types: categories for receipts (e.g., hotel, rail, meals)
Email Templates: customisable email texts for receipt notifications
Administration > Suppliers
This tile in the administration contains the master data for supplier management:
Settings: sorting, automatic number range, and default VAT rate for new suppliers
Industries: industry categories for assigning suppliers
Categories: additional categorisation options for suppliers
Custom Attributes: custom fields for supplier records
Additional Reports
The module extends several areas in the reports with new evaluations.
Projects
The following new reports are available under Reports > Projects:
Receipt Report: cross-project overview of all recorded receipts with filter and export options
Project Sales Volume: revenue development and earnings overview per project based on the configured price tables and project hours
Customer Sales Volume: revenue overview aggregated by customer across all assigned projects
Price Overview: applicable price tables and hourly rates per project
Project Status – Earnings: cross-project comparison of planned and actual earnings
Employees
The following new report is available under Reports > Employees:
Receipt Report: cross-employee overview of all recorded receipts with filter and export options
Departments
Note: The following reports are only available if the Departments module is active.
The following reports are available under Reports > Departments:
Department Costs: cost overview by receipt category per department
Internal Costs: overview of internal cost allocations per department
Cost Allocation: cross-departmental cost allocations based on internal service relationships between departments