pricing-test-gb-backup-03

Desktop App

Plan

Cuttlefish

Goldfish

Tunafish

EventShark

Core

Partial

All

API and Services

API First

Complete API to management data and business logic

Scaleable modern service architecture (Ddocker container, Kybernetes orchestrated)

Multi tenancy / companies

Partial

Group of tenants / companies to build organisations

Multi tenancy per Installation

—

Multi companies per tenant

—

Multi branches per company

—

Organisation settings

—

Tenant settings

—

Company settings

—

Localisation / Multi Currency

Quotes / Invoices in forgein currency

Local number and currency formats for companies

Integrated Business Process Management

Partial

Business Processes Documentation in Wiki

—

Today – Dashboard

Global Search

ToDo Calendar (based on scrum method)

User Management

Partial

User groups

unlimited

User company roles

unlimited

User mailbox roles

unlimited

User settings

Activities

Global Activities for all Modules

Priorities and Reminder Time

Logs, LogNotes, Notes, ToDos, Reminder, Warning

API automated Activities

Messages and Communication

Partial

E-Mail – if mailbox feater is not used.

Telefon (Callto links, Twillio integration)

—

SMS Service (Building SMS Gateway and Twillio Service)

—

Messenger communication (Squid Messenger / Mattermost / Slack)

—

Contacts

Devided into Contact and Person

Store all Contact / Person information including invoices, quotes, projects, bank details, etc.

Documents per Contact / Person

Activities per Contact / Person

Locations and Regions

Location with GEOdata linked to Projects, Persons etc.

Categorization of Regions

Assigned Locations and Persons to Regions

Documents

All Documents stored in Amazon S3 Cloud

Document Management Functions including Search Function

Download, E-Mail, Save or Upload Documents

Predefined / Custom Document types

Request Documents for Persons via App / Mail

Reports

Predefined Reports (HTML)

Used for Invoices, Project Calculation, Project Confirmation, Purchase Orders, Quotes

Rendering Engine to combine Custom Stationary with Reports to PDF

Easy custom Report editing

Templates

Partial

Template Editor (Including Business Logic Automated Activities)

Templates for E-Mails, SMS, Messages and Reports (Used in Billing, Planning, Payrolls etc.)

—

Items

Global Items Management for all Categories (Invoices, Receipts, Quotes, Service Orders etc.)

User friendly global Items Manager

Data Fields help to sort Items

Item Groups and Item Shortnames help for Companywide Trackability

System Alerts

Automatic Notification System

Mail App

Partial

All

Integrated E-Mail System

Completely integrated Mail Suit

IMAP Sync

Auto Responder

Global Signature Settings

HTML / Text E-Mails

Assignment of E-Mails to Items of all Categories (Contact, Receipt, Application etc.)

Autoarchive to Amazon S3

Public Mailboxes

Partial

Public Mailboxes for Group of Users

unlimited

KPI Tracking for Team Performance in Public Mailboxes

—

Personal Mailboxes

Partial

Full featured Personal Mailboxes

unlimited

KPI Tracking for Performance Measurement

—

Mailing List

Mailing List for Bulk E-Mails, Newsletters etc.

Query based Mailing List

Membership Mailing List

Billing

Partial

All

Invoices

Partial

All

Invoice suit

Multiple reports & Multi language

Claim Management (Configurable for each contact)

Automated warning system with 5 stages

—

Automated recurring invoices by robots

—

Quotes

All

Provided quote templates can be self defined

Setup of multiple templates

Quote status in 5 stages from design to confirmed

Delivery Notes

All

3 status of delivery note (design, released, processed)

Assigned to items in stock

Request and lelease delivery note using internal todo

Purchase orders

All

Used to request a quote, order goods or services

3 status of purchase order (design, released, confirmed)

Request and release purchase order using internal todo

Accounting

Partial

All

Account and Tax Types

Partial

All

Advanced Multi Tenant /Multi Company Accounts and Tax Types Settings

Financial Accounts

Debitor Accounts

Budget can be set for Month / Year

—

Automated Generation of Debitor Accounts

—

Creditor Accounts

Budget can be set for Month / Year

—

Automated Generation of Creditor Accounts

—

Banking Integration

Partial

All

Automated Processing of Bank Statements

Configurable User Rights: Accounting, Transfer Creating, Transfer Executing, Withdrawl

SEPA Transfer

SEPA Withdrawl

Automated Creditor / Debitor Matching

—

Import / Export

Partial

All

Lexware Connector (DE)

DATEV Connector (DE)

Sürtzlinger Connector (AT)

—

Wolter Kluwe Connector (ES)

—

E-Soft Connector (CY)

—

E-Soft (CY)

—

Receipts

Partial

All

Bank Transfers

Bank Transfers can be exported directly to SEPA File

SEPA File is compatible with 3rd party Banking Software

File will be provided after Export to be integrated to Accounting Software

Individual Bank Account Assignment

Accounts

Every Contact can be assigned a Debitor Account for Invoices and Creditor Account Receipts

3 Account Types (Creditor, Debitor, Impersonal Accounts)

Autocomplete Fields

Export Lexware Accounts List (CSV File)

Planning

Partial

All

Projects

Partial

All

Different appearances based on project crew items, project status, project and function types

Individual project status for clear status overview (design, quote, confirmed, refused, closed)

Sums and reports for insights into project details

Project calculation (cleared internal, cleared external, project calculation)

Sharing of contact details within a project or membership crew

—

Ratings with smilies offer rating opportunity to crew and customer

—

Service Orders

All

Service orders module helps to handle item based projects

—

Crew planner

Partial

All

Separation of crew into four types (Filter-, Client-, MembershipStaff and Blacklist)

Planning items (give information about crew member and how crew member is booked: Spare, Vacation, Sickness, Blocked Date…)

Warnings in case of overlapping booking

Crew Tags to filter the crew

Time Account

Vacation Account

API integration

—

Planning board

All

Shows the overview of all upcoming projects

Planning calendar

Partial

All

Daily break down of all project crew working over 7 day period

Filters help to navigate through calendar (date, company, regions, status…)

Additional filter for Client, Project and Manager available

—

Rate cards

Partial

All

Differentiation between Client, Crew, Co-Supplier and Supplier Rate Cards

Automatic selection of rate cards for projects, by region or rate card items

—

Staff Contracts

Partial

All

Contracts

Partial

All

Number of active Contracts

200

unlimited

Multi Contract Types can be set up

unlimited

Integrated Google Template for Contract generation

Digital Sign for Contracts

Social Security Communications

Partial

All

Social Security Registration Tracking

Robot Communication with Social Security

—

Social Security Registration (Aviso Austria)

—

Time Account

Partial

All

Time Account handling

Crew Member Mobile view for Time Account

Vacation Account

Partial

All

Vacation Account handling

Crew Member Mobile view for Vacation Account

Vacation Request

Payrolls

Partial

All

Payrolls

Partial

All

Allowance Calculation

Time Account Handling

—

Vacation Account Handling

—

Travel Cost Calculation based on Geo Data

—

Crew Member Payroll Communication

Partial

All

Crew Member Communication for each Payroll Item

Digital Approval Process

—

Mobile App for Payroll Document Exchange

—

Import / Export

Partial

All

Lexware Connector (DE)

—

Wolter Kluwe Connectore (ES)

—

Sürtzlinger Connector (AT)

—

Vacancies

Partial

All

Vacancy Details

Partial

All

Vacancy Management

Vacancy Status (Design, Released, Deactivated)

Applications

Partial

All

Application Management

Application Status (Received, Ongoing, Offering, Hired, Rejected, Refusal)

Web Plugin

Yes

Crew Member Communication for each Payroll Item

—

Import / Export / Sync

Yes

Sync with Arbeitsagentur

—