Features Basic Plan
Here is a list of features in the basic version. The features in the advanced and export versions will be available soon.
Accounting
Kanbert's Basic Plan includes the following accounting functions:
- Create offers
- Create outgoing invoices
- Create outgoing credits
- Create reminders
- PDF template designer
- Calculation of project expenses/services
- Manage receipt payments
- Invoice adjustments
- Create down payment, installment and final invoices using billing plans
- Create recurring invoices
- Manage hourly rates
- Managing suppliers
- Managing female customers
- Tax consultancy export
- Manage offer templates
- Permission settings
- Various sales analyses
In Kanbert's Basic Plan, you have included the main topics of your accounting. If you need more advanced features, you can upgrade your plan to Advanced or Expert in the future.
Time Tracking
Kanbert's Basic Plan includes the following time tracking functions:
- Management of working time models
- Vacation requests including special vacations
- Sick leave
- Exemptions
- Flexitime
- Overtime
- Coming/Going capture
- Pause recording
- Home office recording and export option
- Weekly overview
- Monthly overview
- Annual overview
- Various analyses
- Exporting various recordings
With time recording in Kanbert in the Basic Plan, you have everything your company needs. By using time recording and project expenses, you can see exactly where the company stands.
Projects
Kanbert's Basic Plan includes the following project management functions:
- Customer management
- Project administration
- Project finances
- Easy expense recording
- Easy expense accounting
- Project overview
- Capacity planning and resource overview
- Expenditure categories
- Manage hourly rates
Projects in Kanbert are perfectly integrated with all other modules. If you want to use more in-depth project management features, you can upgrade the plan to Advanced or Expert at a later date. This will then give you access to features such as task management, phases and milestones, and many other functions.
Analyses
Kanbert's Basic Plan includes the following analysis functions:
- Performance analysis (working time to project time from overall overview to detailed views)
- Sales analyses
- Project analyses
The analyses in Kanbert allow you to see exactly the KPI's that help you make decisions. Transparency and correct KPIs are an important part of your controlling in Kanbert. If you want to use even more analytics features, such as a presentation of your company's balance sheet, you can upgrade your plan to Advanced or Expert at a later date.
Templates
Kanbert's Basic Plan includes the following analysis functions:
- Easily manage offer templates
- PDF Designer/PDF templates for different PDF types (e.g. offers/invoices/etc.)
Kanbert's Basic Plan already includes offer templates. If you upgrade your plan to Advanced or Expert, you can also use entire project templates.
Available soon: Advanced and Expert Plan
The Advanced and Expert plans will be available for you soon. Kanbert's first customers are already using these versions, we're still working on the final details to activate the two plans for everyone.
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