Premium features under one platform

The modules are integrated with 24SevenOffice ERP – and offer smart solutions for a broad spectrum of industries, adapted to different roles – covering everything from basic to advanced project management.

all modules 24sevenoffice

Dashboard

– Build your own dashboard with useful reports and functionality
– Unlimited number of widgets and dashboards pr client


Invoicing

– Dashboard with Instant sales and profit reports
– Choose standard Invoice templates or create multiple templates you need.
– Templates for different customers and languages etc.
– Automatic E-mail distribution or local print
– Create your own layout by adding or removing fields in the order user interface
– Recurring invoice functionality
– Bookkeep invoices on unlimited departments and projects on order head or product level
– Accruals on order head or product level
– Add multiple attachments to the invoice
– Multi currency support with automatic updates of currencies
– Reminders
– Create different order types like sales quotes, confirmed, production, pack, sent, rest, for invoicing etc
– 24SevenOffice focus on B2B clients and only has limited support for sales tax, for full sales tax support use our Pro version/Quickbooks integration.
– Unlimited cost centers/dimensions
– Calculate and keep track of commissions to employees or partners etc
– Project and time tracking invoicing

Bookkeeping

– Dashboard with Instant accounting reports
– Scan and e-mail your vouchers for electronic online processing and bookkeeping in 24SevenOffice
– OCR reading of all vouchers.
– Somewhat limited on the free
– Small Business version
– User interface for sorting the electronic vouchers ready for bookkeeping.
– Necessary to add more pages or split pages into different voucher.
– Add standard expense accounts pr suppliers. This can make the bookkeeping of repeating invoices automatic if the OCR has read all information correct on an invoice.
– Automatic suggestion on expense accounts pr supplier that other customers have used the most.
– Accruals
– Unlimited number of departments and projects
– Book keeping service where you can easily send the complex vouchers to our accounting partner (10 dollar pr voucher) Read more how this works here.
– Simplified and easy to use bookkeeping but with limitation to one credit account that you can use pr voucher posted into the ledger.
– Advanced bookkeeping module for professionals with unlimited debit and credit transaction lines pr voucher posted into the ledger
– Unlimited cost centers/dimensions
– AI accounting
– Online advanced rule based approval process

CRM

– Dashboard and quick sales reports
– Customer information
– Contact information
– Categorization
– Notes
– Sales opportunities
– Track and report sales opportunities
– Call log
– Documents pr customer and contact person
– E-mail log

Inventory

– Add unlimited number of products and categories
– Adjust number on stock from the invoicing user interface
– Advanced inventory management
– Bank reconciliation
– Upload bank statement files and reconcile your ledgers
– Easy to use manual bookkeeping of inbound and outbound payments
– Manual accounting service.
– Let professionals keep your accounts reconciled. 1 dollar pr matching/closing of open posts.
– Send invoices that accept credit and debit cards
– Take payments with integrated ACH bank transfers

Expenses

– Manage expenses online and in mobile app (max 5 expenses pr month for free, after that it will cost 50 Cent pr expense)


Prepare 1099

– Automatic generating of 1099 reports at year end.


Project management

– Plan projects with tasks and gant diagram
– File area pr project (Fair use limitations) Invite as many external project members as you want (Fair use limitations)
– Advanced invoice planning
– Budget
– Resource planning
– Email


Calendar

– Online personal kalender
– Event Scheduler/planner
– Add recourses
– Group calendar


Support

– Mail or chat support (9 dollar per support case for freemium customers)
– Phone support


Payroll

– Pay roll will be bookkept by the manual accounting service. They will bookkeep the pay roll based on information received by you every month or the time tracking system, commission system or a combination of them. This service cost 20 dollar pr pay-slip.


Reporting

– P&L with drill down to the actual voucher
– Balance sheet with drill down to the actual voucher
– General ledger
– Customer and Supplier ledger
– Aged Customer Supplier ledger
– Advanced analytic tool for analyzing your ledger and safe your own reports
– Analyze your sales opportunities
– Invoice report
– Order forecast
– Analyze sales product
– Sales tax report: The sales tax will be delivered by the manual accounting service and will cost 20 dollars pr delivery to the government.

This is not a full overview over all the functionality in either the small business version or the Pro version. Read more about the Pro version here or contact us on the chat or mail to find out more.

*About the on demand accounting service*
The small business version of 24SevenOffice is made to be very easy for the company to bookkeep most of their vouchers their self. To make it so easy, we had to also make some limitations. If your voucher must be split on different accounts (witch is not just different departments, projects or an accrual) you must forward it to one of our accounting partners or uppgrade to the Pro version. You can autoforward all your vouchers to the manual accounting service if you want to as well. You can choose partners within the accounting system, and change partner any time if you are not pleased with the service from that particular accounting partner. The split between what tasks the customer does in-house within the software and what services they use with external accounting partners is made based om 20 years experience with online accounting and partnership with forward thinking accountants. 24SevenOffice is the world first online accounting system, with customers like PwC, KPMG, BDO etc.

You can use your online accountant for any other tasks charged pr hour.