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Administration

Configure ZEP company-wide: settings for employees, projects, customers, times, plus system tasks.

3 authors18 articles
Feature Set – AdministrationOverview of all administrative areas in ZEP — master data, module configuration and system functions.
Account – AdministrationSelf-administration of the ZEP contract — subscription, invoices and invoice data.
My Company – AdministrationCompany settings — general, e-mail, company data, bank details, letter paper, login and password.
Projects – AdministrationMaster data of project administration — activities, status, mail templates, categories, tags and additional attributes.
Customers – AdministrationMaster data of customer administration — industry sectors, categories, contact-person categories and additional attributes.
Suppliers – AdministrationMaster data of supplier administration — settings, industry sectors, categories and additional attributes.
Employees and Departments – AdministrationEmployee master data and department configuration — settings, text modules, mail templates, categories, additional attributes.
Prices and Receipts – AdministrationMaster data of price calculation and receipt entry — price tables, tax rates, currencies, receipt types and mail templates.
Travel – AdministrationMaster data of travel expense accounting — subsistence costs, costs, vehicles and locations.
Project Times and Receipts – AdministrationSettings for time and receipt entry — work break regulation, mail templates, receipt mailboxes and activities.
Work Items – AdministrationConfiguration of personal work item management — settings, status and priorities.
Documents and Interfaces – AdministrationMaster data of document management and configuration of external interfaces — SOAP, REST, connectors, DATEV.
Resource Planning – AdministrationResource planning settings — self-scheduling, controller rights, mail templates.
Overtime and Absences – AdministrationMaster data of absence and overtime administration — settings, absence reasons, holidays, mail templates, special times.
Ticket System – AdministrationMaster data of ticket administration — settings, notifications, mail templates, mailboxes, categories, tags.
Offers – AdministrationMaster data of offer administration — settings, text modules, mail templates, workflow, categories, tags, articles.
Billing and Accounting Export – AdministrationMaster data billing and accounting export — settings, articles, dunning levels, revenue accounts, cost centers, debtors, creditors.
System and Other – AdministrationSystem functions and cross-area master data — month-end closing, devices, backups, holidays, mail templates, scheduler.