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Revenue & Costs

Record receipts, manage suppliers, maintain hourly rates, and evaluate project revenue.

1 author10 articles
Feature Overview – Revenue & CostsAn overview of all features of the Revenue & Costs module: new menu items, pricing structures on projects and customers, plus new report areas.
Basic Settings – Revenue & CostsConfigure Revenue & Costs module settings: lookback period for receipts, receipt icon, price factor prompt, and CHF rounding.
Master Data – Revenue & CostsManage basic price tables, price groups, daily rate shares, payment methods, tax rates, exchange rates, receipt types, and mail templates.
Customer Settings – Revenue & CostsStore customer-specific price tables and price groups for the Revenue & Costs module.
Project Settings – Revenue & CostsConfigure project-specific price tables, price groups, and receipt settings in the Revenue & Costs module.
Receipt EntryEnter project-related receipts in ZEP: receipt types, payment methods, XInvoice/ZUGFeRD import, AI receipt parser, and billing status.
Receipt InboxReview, accept, and manage incoming receipts in the central receipt inbox of the Revenue & Costs module.
Reports – Revenue & CostsAnalyze project revenues, customer revenues, and profitability in the Revenue & Costs module.
Basic Settings – SuppliersConfigure sorting, number ranges, industries, categories, and additional attributes for supplier management.
SuppliersManage supplier master data centrally, assign receipts to suppliers, and analyze external costs.