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Table of contents

Master data

As a rule, you only have the Administration menu item in your ZEP if you have Administrator rights.

In this administration area you can configure ZEP according to your requirements and customize the master data to suit your company.

Basically, you will find the following menu items under Administration: Master data, Settings and System.

Depending on the ZEP additional modules used, you have the following menu items:

  • Invoice (only with Invoice module)

  • Monthly closing (only with overtime, absences and vacation module)

  • Export for accounting (only with accounting export module (DATEV, Lexware))

ZEP contains some master data that you can customize to suit your company. Some common master data is already included in the delivery. At least one entry is required for each type of master data in order for ZEP to be able to use it.

Two symbols appear again and again in ZEP and especially in master data management:

1. Use the pen and paper symbol to open the line you want to change.

2. Use the trash can icon to delete the relevant line.

Most master data consists of a unique short form and a longer name.

The list of master data varies depending on the ZEP variant used. Multilingual names can be entered for various master data. The respective name is then displayed depending on the language set.

On the following pages we will go through the most important master data with you step by step.