Features
Features from enquiry to payment
From the first enquiry to the final payment, KLAR-ERP is divided into areas you will find in the sidebar. You work with the same customers, items and documents – wherever you happen to be.
Sales
Quotes, orders and delivery dates in one place.
- Quotes with line items, text lines and discount lines
- Orders created directly from the quote, with order confirmation
- Customer delivery dates with traffic-light status on the dashboard
- Partial deliveries and delivery notes per line item
Order processing
Every order shows its line items, status, documents and history.
- Status per line item: confirmed, delivered, invoiced
- Documents and customer purchase orders attached to the order
- Preview of order confirmation, delivery note and invoice
- Log of all changes with person and time
Invoicing and receivables
Issue invoices, post payments, send reminders.
- Swiss QR-bill, VAT and early-payment discount
- Open and overdue invoices with outstanding balance
- Payment reminders and dunning letters with the original invoice
- Credit notes and payables
Financial accounting
The general ledger fills itself from the documents you record anyway.
- Automatic postings from invoices, payments, credit notes, supplier invoices and payroll
- Chart-of-accounts templates for Switzerland (SME) and Germany (SKR03, SKR04)
- Periods with locking and year-end closing
- Trial balance, account sheets, balance sheet and income statement
- Export for DATEV and as CSV
VAT and e-invoicing
Returns prepared, invoices electronic, documents archived.
- Swiss VAT return (effective method, ESTV figures) and German advance VAT return (UStVA) – prepared, you submit them yourself
- Outgoing e-invoices to EN 16931 (XRechnung, CII)
- Incoming e-invoices (UBL, CII, ZUGFeRD) read without AI
- Issued invoices and credit notes archived as PDF with a SHA-256 checksum
- Supply date on the invoice and a numbered cancellation credit note when cancelling
Bank, fixed assets and cash
Import statements, pay suppliers, depreciate assets.
- Import bank statements as camt.053 and camt.054, assign and reconcile payments
- Supplier bank details and payment runs as a pain.001 file for your e-banking
- Fixed assets with depreciation, categories based on ESTV leaflet A and the German AfA table, takeover of existing assets
- Cash book for cash receipts and expenses
- Foreign currencies with a suggested official rate (ESTV/BAZG, ECB)
Purchasing
Enquiries and orders to suppliers, with dates kept in view.
- Supplier enquiries and purchase orders
- Purchase orders linked to the customer order
- Supplier dates and goods receipt
- Subcontracted work straight from the order
Your mailbox inside the ERP – documents go straight to the customer.
- Mailbox with several accounts
- Templates and signatures for each document type
- Send quotes, invoices and reminders directly
- Assign incoming purchase orders to the right order
Master data
Enter customers, suppliers and items once, use them everywhere.
- Customers with contacts, language and currency
- Suppliers with payment terms
- Items with prices and descriptions
- Your own document design for all forms
Staff
Employees, absences and working hours.
- Employee records with roles and employment percentage
- Holidays and absences
- Time clock for recording working hours
Dashboard and key figures
What matters today is in front of you as soon as you open it.
- Customer and supplier dates that are due
- Quotes and purchase orders to follow up
- Revenue and reports
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