Business organization under control

Procurement and accounting including reminders and financial accounting export

work4all supports the entire commercial process: From offer preparation to order processing to delivery notes and invoices — everything is integrated into the digital customer, supplier and project file. With the order overview and the invoice books, you always have an overview of the current situation and can send reminders directly from the outgoing invoice book. We support all new ZUGFeRD and XRechnung formats!

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

Outgoing and incoming invoice books show all invoices that are due or open. The integrated online banking helps to calculate invoices or pay open items.

XRechnung and ZUGFeRD digital invoice formats

work4all supports ZUGFeRD and XRechnung formats. These standard electronic formats include both the document image and the background data (invoice information). This enables work4all users to send their customers a standardized and postage free invoice electronically.

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.

ERP/Order and Accounting

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)