FUND-planning

Gives insight into a company's assets, equity and debts.

Your own figures can be compared with the industry.

Generating a report of who is on the company premises.

Drawing up forecasts based on different future scenarios.

Option to click through on a chart for a detailed view.

Reports on financial ratios such as liquidity, solvency and profitability.

Gives insight into HR-related reports. Think, for example, of the male/female ratio and age structure.

Gives insight into the cash flows within a company.

Results can be displayed per department or branch.

Insight into the productivity of employees and/or teams.

Use the software to make forecasts relating to revenue.

Reports on revenue from different product and/or service categories.

Reports on revenue from different product and/or service categories per employee.

Gives insight into revenue per customer and/or customer group.

Insight into the work-in-progress position overall and/or per project.

Gives insight into training-related reports. Think, for example, of attendance rates and pass rates.

Overviews of employees relating to objectives, competencies and development.

Gives insight into a company's revenue and costs.

Gives insight into leave and absence figures.

It is possible to create rosters.

Staff can register the number of hours worked themselves.

Option for employees to arrange certain HR matters themselves via a mobile app. Think of viewing the roster, requesting leave and viewing holiday hours.

Claim expenses digitally, such as travel costs, tools or lunch costs.

A backup of all data is made on a separate server.

Users can only access the software if the correct IP address is recognised.

The data is stored in Europe.

It is possible to give employees/users different user rights.

Allows users to log in once, after which they automatically get access to multiple applications.

Two-factor authentication is an extra layer of security when logging in to the software. For example a password and an SMS verification.

Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.

Examples: construction companies, painting companies, installation companies and insulation companies.

Examples: cleaning companies and security companies.

Examples: restaurants, bistros and cafés.

Examples: software developers and website developers.

Examples: social workers and voluntary work.

Examples: supermarkets, retail trade and craft businesses.

Examples: manufacturers of medicines and the chemical industry.

Examples: accountancy firms and bookkeeping firms.

Examples: agriculture and horticulture.

Examples: garages and car dealers.

Examples: educational institutions, childcare and training institutes.

Examples: wholesalers and trading companies.

Examples: mining and the metal industry.

Examples: distribution centres and transport companies.

Examples: broadcasters, radio stations and content development.

Websites where a product or service can be purchased.

Examples: petrol stations and oil refineries.

Companies that make a physical product. For example clothing production, tool production and food production.

Examples: holiday parks, hotels, theme parks and museums.

Examples: temporary employment agencies and secondment agencies.

Examples: housing associations and estate agents.

Examples: ministries, water boards, provinces, municipalities, the UWV (Employee Insurance Agency), the police and institutions with a public task.

Examples: consultancies, marketing agencies and law firms.

Visitors can be registered using the software.

Within the software it is possible to communicate about internal and external documents.

Internal chat function for chatting with colleagues.

Overview of who performed which actions and when.

Plan and follow meetings, tasks and events for yourself and other colleagues.

The software gives a notification when an important event occurs.

Involving employees in the organisation through a timeline, where they can share content themselves, like posts and leave comments.

Option to set up a workflow for getting expense claims approved.

Automatic foreign VAT refund for credit card payments.

Automatic mileage calculation based on an online maps service.

Business trips can be requested in the approval workflow.

Credit card payments can be linked automatically to an expense claim.

Supervisors/managers can approve/reject invoices/receipts via an app.

Expense claims can be registered to different cost centres.

Users can scan and submit receipts or invoices via an app.

Adding a feedback note to a rejected expense claim.

Users can claim mileage.

An expense claim can be submitted in different currencies and is converted immediately. This can be handy when claims are submitted in different currencies.

Option to follow the status of submitted expense claims.

Choosing the authentication method per signatory.

Documents can be signed digitally.

Signed documents are legally valid.

Several types of documents can be signed.

Several signatories can be included in the signing process.

Insight into who still has to sign the document.

In the software it is possible to use or design standard (web) forms and/or templates.

Option to store internal documents (digitally).

Automatically generating an employment contract.

Employees can request services and goods such as a mobile phone or a laptop.

Recording contract details. The software automatically keeps track of contractual provisions.

Keeping a digital personnel file.

Option for employees to arrange certain HR matters themselves. Think of requesting payslips, requesting leave and viewing holiday hours.

An organisation chart is generated based on the entered data of employees, managers and departments.

Insight into the employee profiles within the organisation. This contains, for example, information about education and training, competencies, knowledge and expertise.

The software supports multiple types of leave such as statutory and extra-statutory holiday hours, ATV hours and overtime.

Option for managers to arrange certain HR matters themselves. These can be things such as approving leave and/or managing the personnel file.

Option for managers to arrange certain HR matters themselves via an app. These can be things such as approving leave and/or managing the personnel file.

Setting up job profile templates.

Registering internal or external complaints.

Option to draw up and describe processes.

Registering, for example, workplace inspections.

Submitting improvement proposals for a process.

Drawing up and recording work instructions for processes.

Employees can indicate in the staff scheduling software when they are available. This is often done via a mobile app or computer. The employees' preferences are shown clearly in the staff schedule. The planner can then make an efficient schedule.

If an employee has the same working hours every week, they do not have to be scheduled again each week.

In many cases a staff schedule has to meet a certain staffing level. To make this easy to check, the staff software has the option to set a staffing level, so that it can be checked against easily.

In most staff scheduling software this is indicated with a colour (often red), or you get a signal when the staffing level is not yet sufficient.

Creating onboarding schedules for new employees in the staff scheduling software.

It is possible to create multiple branches and/or departments for different staff schedules. The staff scheduling software makes sure you can schedule per department. This gives you insight into the staff schedule per department, team or location.

With open shifts it is possible to let employees (partly) schedule themselves. Employees can sign up for open shifts in the staff scheduling software. Employees receive an invitation to work on a certain day. They can then accept or decline this themselves (often via a mobile app). Self-scheduling has several benefits:

- Employee engagement
- Employees have control over their own roster
- Attractive employer proposition
- Higher productivity
- Builds trust because employees have influence themselves

Example:
Suppose you have a team for the kitchen, service, warehouse and delivery. For each team you use the staff scheduling software to make a roster that takes staffing levels, opening hours and skills into account. You then invite the employees to schedule the shifts themselves in the staff scheduling software.

Employees can be contacted with a notification asking whether they want to take over a shift.

Breaks can be calculated automatically based on the working hours laid down by law.

Set maximum scheduled budgets. A notification appears in the staff scheduling software when the budget is exceeded.

In the staff scheduling software the expected revenues are visible and a roster can be made based on expected wage costs.

As an employer you always want a good balance in staff scheduling between:

• The right people
• The right skills
• The right place and time
• The right costs

With the "scheduling based on expected wage costs" function you always have insight into the wage costs of a particular schedule. This lets you see per day, week or month what the costs are for a particular staffing level.

Tip:
Do you always want to use the right wage costs? Then it is handy to link the staff scheduling software to a payroll system that you use.

For working irregular hours, for example in the evenings, at night or at weekends, it is possible to schedule a variable allowance.

The weather forecast for the coming days can be loaded into the staff scheduling software and the staff schedule can be made based on it.

At some companies the weather has a major influence on staff scheduling. In that case it is handy to use the weather forecast when making the staff schedule.

Insight:
It also gives insight into the past. Because you make a staff schedule based on, among other things, the weather, you can also look back to see whether this was the right decision. This way you can learn from certain choices and make the staff schedule more and more efficient and better.

Employees can swap shifts with each other using the staff scheduling software. The changes are automatically applied to the roster and you may receive a request to approve or reject the swap by a supervisor on the planner.

An API (in full: application programming interface) is a foundation on which computer programs can communicate with each other.

The business software can be accessed via the browser.

A test environment within the software in which functionalities or actions can be tested.

The business software can be installed on your own server.

The software works with one online platform. This means that all information used to recognise documents from one customer is immediately available for all other customers as well.

Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.

With this you only have to pay an (agreed) amount once for the software. You may still have to take out a maintenance contract for it.

With freemium the software can be used for free. If you want to use more options, you have to pay for them. Examples of freemium products are Spotify and YouTube.

It is possible to test the software for free using a trial account. This is for a limited period, often between 7 and 30 days.

The prices of this software are available on request. These prices are usually tailored to your company.

Paying for the software when you actually use it. For example paying per quotation drawn up, per invoice, per transaction, per signed document, etc. With this pricing model you are not tied to recurring costs when you do not use the software.

Reporting software provides automatic, valuable insights into your business by linking multiple data sources together.

With delivery software you use software to organise your own meal delivery.

With accounting software you automate your company's financial housekeeping by digitally keeping track of and accounting for all purchases, bank transactions and sales.

CRM software stands for Customer Relationship Management software and helps companies manage relationships. These are, for example, customers, suppliers or other partners. With CRM software you have an overview of your entire customer portfolio and insight into what is going on with a customer.

Accounts receivable management is the policy a company follows with regard to its debtors, also known as credit management. The aim is to make sure outstanding invoices are paid. Having a good debtor policy also ensures that you can pay your own bills on time.

Expense claim software makes the process of claiming expenses simple and fully digital. With a mobile app, employees claim payments and expenses from their employer. Keeping receipts, checking them or processing them in the accounts is no longer necessary. When employees pay for a business lunch or fuel costs, they take a photo of the receipt with the mobile expense claim app. The software automatically links the receipt to the financial transaction and, after checking, books it into the financial administration with one click.

With digital signing software you place a digital signature under a digital document. This is an electronic version of the physical signature with pen and paper. It lets customers, suppliers, employees and other parties sign your documents easily and quickly.

With document management software, all documents in a company are stored centrally. The software makes sure these documents are easy to find, that employees can work on documents at the same time and that new versions are saved automatically.

With EHR (electronic health record) software, medical patient data is stored and made available in digital form. Patients can get access to the record to, for example, schedule appointments or supply or request information about ongoing treatment.

ERP stands for “Enterprise Resource Planning” and is also called “all-in-one” software. ERP software digitises multiple business processes, with all employees working from one system and all information flows stored in one database.

Invoicing software helps with creating, tracking and sending digital invoices. You can see exactly which invoices have been sent and which have been collected. With invoicing software you can send invoices directly from the system to customers. You can create your own layout, with the software taking into account all the legal requirements a digital invoice must meet.

Invoice processing software supports companies throughout the entire process of digitally processing purchase invoices, sales invoices, receipts and other documents. Invoice processing software automatically reads the relevant data from an invoice.

Tax software reduces the administrative burden of a tax return by making it faster and easier.

With flexible payroll software, employees decide for themselves when they get their salary paid out. This means employees no longer have to wait until the end of the month.

A helpdesk is a location or person where questions can be asked, faults can be reported or advice can be obtained about a certain product or service.

HRM software stands for Human Resource Management software and automates HR matters such as requesting leave, expense claims and equipment on loan. It also keeps the personnel file up to date, such as contracts, appraisals, payslips and other important forms.

With integration software you connect software packages to each other yourself, with little or no programming experience. This software offers ready-made building blocks to easily link mobile apps, cloud applications and on-premise packages to each other.

Annual accounts software is for preparing and compiling financial reporting. The software has been developed for accountants and/or financial professionals.

POS software, also called a POS system, digitises the checkout process in a shop or hospitality venue.

Quality management software focuses on controlling and optimising business processes, with the aim of making errors and waste visible and continuously improving products and services.

With quotation software you quickly and easily draw up error-free quotations with unique features, such as multiple house styles, interactive elements and handy statistics.

Staff scheduling software makes scheduling staff easier and faster, to find the right balance between staffing needs and staff availability. With staff scheduling software you create a clear work schedule online based on, for example, availability and budgets. Employees always have access to the work schedule via a mobile app.

Process management software is used to clearly map, evaluate and optimise all processes within a company.

Configure Price Quote (CPQ) or product configurator software helps companies easily create quotations based on fluctuating prices and varying costs. With (visual) product configuration software, companies can easily configure products that are easy to see through 2D and 3D visualisations. This software is often used in manufacturing, engineering and industrial environments.

Production planning software helps companies schedule (production) work based on sales and expected sales orders. It takes into account available materials, delivery times, capacity and staff.

A project management tool helps companies set up, manage and steer projects. The aim of a project management tool is to bring structure to extensive work in which several disciplines often have to play a role.

With recruitment software it is possible to draw up multiple vacancies and profiles and match candidates to them. You also have a complete picture of all important characteristics of candidates.

With booking software you automate the booking process from the reservation on the website to the end of the visitor's stay. The software takes into account visitors' availability, wishes and requirements, as well as bookings via other tour operators.

Mileage tracking software is a vehicle tracking system for mileage and trip registration. Vehicle trips are tracked live and kilometres are registered automatically.

With payroll software you automate the entire process of paying your employees. Such as generating payslips, automatically filing the payroll tax return and automating the payment of all your employees.

With sales software you automate the sales process from winning a customer to closing a deal and make it visible to the whole organisation. Communication with potential customers is easily tracked, so you never miss a deal again.

With service management software, customers or employees get in touch online to report a service task. The software then supports you in managing and scheduling these service tasks. This makes it possible to stay focused on your current work and then easily set priorities for your follow-up work.

Talent management software aims to make the best possible use of employees' potential and to develop it. To this end the software offers handy tools to make this process run as well and as efficiently as possible.

With time tracking software, employees record the time spent on an activity. This gives you an overview of which work employees do and when they do it. Time can be recorded in minutes, hours or half-days.

With leave and absence software you have an overview and tools to deal with leave and absence in a targeted way, such as a medical file, a scheduling tool and leave and absence statistics.

With inventory management software the stock level is tracked and you receive a notification when a product needs to be purchased. It also keeps track of where a product is in the warehouse and makes it quick to find out how much a stock is worth. An inventory management system is also called a warehouse management system (WMS).

With webshop software you easily create your own webshop for your shop, and it is accessible to people with little technical knowledge and experience with web design.

Work order software helps automate work orders and everything that comes with them, such as scheduling, tracking and reporting service requests, dispatching employees to jobs and keeping track of service quality.

The software supplier gives a demonstration/explanation of the software's capabilities:

• you get an (online) walkthrough and explanation of the software from the software supplier
• Software demos can be requested without obligation
• It is the best way to be sure whether the software suits your company

Creating tasks per employee, supervisor and working group.

External parties can be given their own login to manage open tasks.

Employees have insight into each other's tasks and their status.

Overview of all open tasks.

The software makes it possible to set up different roles.

Small and medium-sized enterprises. These are companies with at most 250 employees.

Examples: government bodies, charities, associations and foundations.

Companies with more than 250 employees.

A large enterprise with branches and employees in several countries.

A new entrepreneur or business.

A foundation is an organisation with a public-interest, social or idealistic purpose.

An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.

Project managers can approve hours logged by employees before they are charged to the customer.

Digital timer in the software for keeping an accurate time record.

Employees can report or request absence themselves.

Automatically tracking time while employees are working on documents, email and meetings.

CAO rules are automatically linked to employees' time tracking. This tells employees when they need to take a break or when the maximum number of hours worked has been reached.

Hours booked for work can be reviewed and checked by a customer.

Tracking time while employees are working on documents, emails and meetings and automatically matching it to a customer.

The staff scheduling software makes it possible to register hours using a (digital) time clock. A time clock is a small unit that is mounted at one location or at several locations. Staff or other users can often clock in with a badge, key fob, bank card and nowadays also with a mobile phone. The hours then become visible straight away in the staff scheduling software. Clocking in via a mobile app has the advantage that you no longer need a physical time clock.

Please note: some software suppliers do not have their own time clock, but integrate with a supplier who specialises in this.

Employees have insight into hours balances such as statutory and extra-statutory holiday hours, ATV (working time reduction) and overtime.

Employees' plus and minus hours are tracked automatically. Minus hours are the hours you work less than the number of hours laid down in your employment contract. If you work more than you have agreed contractually, these are plus hours (also called overtime). Outstanding plus and minus hours may offset each other.

Registering hours worked per project.

Designing and adapting workflows for an efficient work process.

Workflow management ensures an efficient work process by automating actions and tracking the status of these processes.