Xentral

Adrian Berger

Deal with accounts, documents, taxes, payrolls, and more

Accounting

Accounting – Overview

An overview of all topics in this category

Overview

Overview of DATEV Integration

DATEV Rechnungswesen Einzelplatz - DATEV format

DATEV Unternehmen Online - XML format

DATEV Rechnungsdatenservice 1.0 (Unternehmen Online)

Financial accounting export (DATEV export settings)

FAQ Financial accounting export - Frequently Asked Questions

Chart of accounts & Account plan (Xentral chart of accounts)

Cost centers

Collective debtors

Sage accounting export

Archiving & Exports in Accounting – Practical Overview

BMD accounting export

Checklist for Accounting

Define your accounts and execute financial accounting exports

Accounts and financial accounting export

Using number ranges - Receipt number, customer number, supplier number, product number

Invoice

Credit notes, cancellation invoices and invoice corrections

Subscription run / subscription system

Groups and price groups

Group invoice

Incoming invoices / Supplier invoices (Accounts Payable) and liability management (Xentral Liabilities)

E-Invoice (XRechnung & ZUGFeRD): Setup and Usage

Pro-forma invoice

Collective invoice (Summarized invoice)

Dunning - Manage payment reminders and dunning notices automatically

Partial invoice

Handle documents, define payment methods and manage subscriptions

Documents & Billing Processes

Delivery threshold

Differenzbesteuerung (Margin Scheme Taxation)

One-Stop-Shop - How to map the regulation in Xentral

Taxation and Currency

US Taxes

Handle taxation and show taxes in Xentral

Taxation

Payroll

Simple wage payment

Time tracking costs

Agent settlements

Commissions

Keep employee records for your accounting

Employees: Working times, payroll, travel, and more

Amainvoice - Creating invoices and credit notes for Amazon

Taxdoo

Use apps and interfaces for your accounting in Xentral

Apps and connectivity

Swiss QR invoice (Swiss QR Code)

Export all invoices and documents as PDF (PDF Archiving)

Document scanner

Extended approval

Managing currencies and currency conversion

Software rounding differences

VAT ID Verification for EU B2B Transactions (BZSt Confirmation Request)

Miscellaneous features related to accounting in Xentral

Miscellaneous accounting features

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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