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15. Module reference

An overview of all modules: what each one contributes to the flow, who typically uses it, and what its availability depends on.

Main

Module Part in the whole Who works with it Unlocked by
Dashboard the way in: drafts, issued invoices, templates, customers, recent documents everyone every plan
Quotations the chain before the invoice: quotation, order confirmation, delivery note, including shipment details sales, owner from Professional
Invoices the heart of it: write, issue, archive, send, track everyone except Guest (read-only) every plan
Scan capture receipts from a photo or a file and reuse them bookkeeping, owner every plan
E-Invoice produce XRechnung and ZUGFeRD, validate foreign e-invoices, ERP export bookkeeping, sales from Professional
Incoming invoices Receive, check, approve and book supplier invoices Bookkeeping, Owner Professional and up
Suppliers Creditors with account mapping and bank-account history Bookkeeping, Owner Professional and up
Catalog products and services with unit, price and VAT rate master-data upkeep every plan
Customers addresses, contacts, VAT identification numbers sales, bookkeeping every plan

Design

Module Part in the whole Who works with it Unlocked by
Templates the list of your document layouts, including the standard one supplied; the field builder for custom form fields is reached from here owner, admin every plan
Invoice → Template rebuild a template from an existing PDF invoice owner, admin from Business
Designer visual template editor in millimetres, with placeholders owner, admin from Business

Rules

Module Part in the whole Who works with it Unlocked by
Numbering sequential numbers per document type, § 14 UStG owner, admin every plan
Tax Categories the DATEV chart SKR03/SKR04; settles the VAT rate and the VAT category bookkeeping, owner every plan
Bookkeeping the journal, finalisation, reversal, VAT return, open items, DATEV export bookkeeping, tax adviser (as Auditor) every plan
Banking import statements or connect the bank, match and confirm payments bookkeeping, owner from Business

Reports

Module Role in the whole Who works with it Availability
Reports business analysis (BWA, DATEV form 01), P&L/cash-basis, trial balance, account ledger, VAT return with box numbers, open items, revenue by period/customer/article, payment behaviour, order backlog, cash flow — as CSV, PDF or print view owner, bookkeeping, tax adviser (as Auditor) every plan

Admin

Module Part in the whole Who works with it Unlocked by
User Management members, invitations, access levels, individual rights, ownership transfer owner, admin every plan
Billing plan, billing interval, add-ons, subscription management, card payments for your own invoices owner, admin every plan
Companies create and switch firms, maintain the company profile owner, admin every plan
Audit Logs who did what and when, with filters and CSV export owner, admin, auditor every plan
Integrations API keys and webhooks for other systems Owner, Administrator Business

Features without a menu entry of their own

Feature Where it lives Unlocked by
Payment page with Girocode link in every invoice e-mail and reminder every plan
Card payment for your invoices Billing → Card payments every plan, own payment account required
Automatic reminders run automatically, result in the invoice History on by default
Invoice History card on the invoice page every plan
Document archive card on the invoice page every plan
Letter dispatch invoice page → Send by letter extra, on request
PEPPOL dispatch invoice page → Send via PEPPOL extra, on request
Shipment tracking delivery note → Shipment from Professional
Bank connection (FinTS) Banking → Bank connection from Business

Who sees what — the short matrix

A tick means the access level can work in that module. A circle means read only.

Module Owner Admin Power User Standard Auditor Guest
Dashboard ✓ ✓ ✓ ✓ ✓ ✓
Invoices ✓ ✓ ✓ ✓ ○ ○
Quotations ✓ ✓ ✓ ✓ ○ ○
Customers, Catalog ✓ ✓ ✓ ✓ ○ —
Scan ✓ ✓ ✓ ✓ — —
Produce e-invoices ✓ ✓ ✓ ✓ — —
Validate e-invoices ✓ ✓ ✓ ✓ ✓ —
Templates, Designer ✓ ✓ ✓ ○ ○ —
Numbering ✓ ✓ ✓ — ○ —
Bookkeeping ✓ ✓ — — — —
Banking ✓ ✓ ✓ ✓ ○ —
User Management ✓ ✓ — — — —
Billing, Companies ✓ ✓ ✓ ✓ ○ —
Audit Logs ✓ ✓ — — ✓ —
Reports ✓ ✓ ✓ ✓ ✓ —

Note

This matrix shows the default of the six access levels. Individual rights (see Team and access) let you deviate for a single person — in either direction.

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