Features • Kafinea

List of Kafinea features

Discover the 261 features that make Kafinea so powerful and unique.

Category	Functionality	Kafinea À la carte	Kafinea Business	KafineaPremium
Purchasing	Supplier creditsTrackyour credits with your suppliers.	✅Included	✅Included	✅Included
Purchasing	Supplier ordersPlace and manage your supplier orders.	✅Included	✅Included	✅Included
Purchasing	Create a supplier order based on a delivery note with a singleclickGenerate the supplier order corresponding to a delivery note.	✅Included	✅Included	✅Included
Purchasing	Create a supplier order based on a customer order with a single click. Place a supplier order based on a customer order.	✅Included	✅Included	✅Included
Purchasing	Create a supplier order with one click based on a invoice Place a supplier order from a invoice .	✅Included	✅Included	✅Included
Purchasing	Create a invoice in one click based on a delivery note.Generate the invoice corresponding to a delivery note.	✅Included	✅Included	✅Included
Purchasing	Create a invoice in one click based on a supplier order. Generate the invoice corresponding to a supplier order.	✅Included	✅Included	✅Included
Purchasing	RecurringInvoicing Generate your supplier invoices automatically and on a recurring basis according to the frequency of your choice.	💰Additional charge	✅Included	✅Included
Purchasing	Supplier invoicesRecordand pay your supplier invoices.	✅Included	✅Included	✅Included
Purchasing	Suppliers	💰Additional charge	💰Additional charge	💰Additional charge
Purchasing	OCR forsupplier invoicesScan and extract information from PDF invoices received from your suppliers.	✅Included	✅Included	✅Included
Purchasing	Supplier paymentsInitiateand track payments made to your suppliers.	✅Included	✅Included	✅Included
Catalog	Product barcodesDefineone barcode per product.	✅Included	✅Included	✅Included
Catalog	Product familiesClassify your products by family and use them in accounting account allocation strategies.	✅Included	✅Included	✅Included
Catalog	Product kitsManagesets of products sold together.	✅Included	✅Included	✅Included
Catalog	ProductsCreate, modify, and track your products and those you purchase from your suppliers.	✅Included	✅Included	✅Included
Catalog	Product QR codesDefineone QR code per product.	✅Included	✅Included	✅Included
Catalog	ServicesCreate, modify, and track your services and those you purchase from your suppliers.	✅Included	✅Included	✅Included
Catalog	Units ofmeasurement Manage product units of measurement in a simple or advanced way, for example, through calculations based on attributes.	💰Additional charge	✅Included	✅Included
CRM	Business	✅Included	✅Included	✅Included
CRM	Campaign budgetEstablish a campaign budget along with projected revenue, expected ROI, and other KPIs.	✅Included	✅Included	✅Included
CRM	Email andSMS campaignsCreateand manage various types of marketing campaigns: email, SMS, radio, or TV.	✅Included	✅Included	✅Included
CRM	Contacts: Save your contacts for customers and suppliers manually or by importing a VCF file.	✅Included	✅Included	✅Included
CRM	Converting a prospect into acustomer accountTurn a prospect into a customer account.	✅Included	✅Included	✅Included
CRM	Converting a prospect intoa contact: Turn a prospect into a contact for a customer account.	✅Included	✅Included	✅Included
CRM	Create a deal based on a prospect with a single click. Launch a deal directly from a prospect.	✅Included	✅Included	✅Included
CRM	ProspectsTrack your prospects and convert them into customers.	✅Included	✅Included	✅Included
Finance	Allocation of balance differences	✅Included	✅Included	✅Included
Finance	Appendices	✅Included	✅Included	✅Included
Finance	Real-time accounting auditAnalyzeyour accounting on a single screen and detect anomalies immediately.	✅Included	✅Included	✅Included
Finance	Aged balance	✅Included	✅Included	✅Included
Finance	Balance sheet	✅Included	✅Included	✅Included
Finance	Balance sheet (simplified format)	✅Included	✅Included	✅Included
Finance	Cash accounting	✅Included	✅Included	✅Included
Finance	Income statement	✅Included	✅Included	✅Included
Finance	Income statement (simplified format)	✅Included	✅Included	✅Included
Finance	Bank accountsManage your business bank accounts and view your incoming and outgoing transactions.	✅Included	✅Included	✅Included
Finance	Third-party bankaccountsRegister third-party bank accounts to use them for SEPA transfers and direct debits.	✅Included	✅Included	✅Included
Finance	Customer andsupplier accountsSimplify your accounting by linking your customers and suppliers to the corresponding accounts.	✅Included	✅Included	✅Included
Finance	VAT returnsPrepare your VAT returns automatically.	✅Included	✅Included	✅Included
Finance	Financial statementsView your detailed financial statements in one click, balance sheet, general ledger.	✅Included	✅Included	✅Included
Finance	Accounting periods	✅Included	✅Included	✅Included
Finance	Export accounting data in FEC format. Export your accounting entries in the legal FEC format.	✅Included	✅Included	✅Included
Finance	Export accounting data tothird-party softwareExport your accounting entries to Ciel Compta, EBP Compta, QuadraCompta, Sage Compta, Société Générale, SOFI, Standard MDS, and VP Soft.	✅Included	✅Included	✅Included
Finance	Automatic generation ofaccounting entriesAutomate the creation of your accounting entries.	✅Included	✅Included	✅Included
Finance	Management of different VAT regimes	✅Included	✅Included	✅Included
Finance	Tax region management	✅Included	✅Included	✅Included
Finance	Multi-currency managementDobusiness with your customers abroad—Kafinea is compatible with multiple currencies.	✅Included	✅Included	✅Included
Finance	Ledger	✅Included	✅Included	✅Included
Finance	Accounting journals	✅Included	✅Included	✅Included
Finance	Tax return	✅Included	✅Included	✅Included
Finance	Payment methodsDefinethe default payment method for your third parties.	✅Included	✅Included	✅Included
Finance	Custom account numbering Define your own accounting numbering formats.	✅Included	✅Included	✅Included
Finance	Accounting control tools	✅Included	✅Included	✅Included
Finance	Accounting plans	✅Included	✅Included	✅Included
Finance	SEPA directdebitsGenerate your SEPA direct debit orders from the ERP.	✅Included	✅Included	✅Included
Finance	Preparation of bank reconciliation	✅Included	✅Included	✅Included
Finance	invoice reconciliation: Follow the wizard's instructions to match incoming bank transactions with similar unpaid invoices.	✅Included	✅Included	✅Included
Finance	Automatic retrieval ofdaily exchangeratesRest assured: your daily exchange rates are automatically updated by the European Central Bank.	✅Included	✅Included	✅Included
Finance	Bank deposits	✅Included	✅Included	✅Included
Finance	Manual payment entryManuallyenter a payment received physically, for example by check or cash.	✅Included	✅Included	✅Included
Finance	Manual entry ofaccounting entriesEnter your accounting entries manually.	✅Included	✅Included	✅Included
Finance	Bank synchronization viaPowensConnect your bank accounts via Powens to synchronize your banking transactions.	✅Included	✅Included	✅Included
Finance	Monthly exchange ratesEnterthe monthly exchange rate for a currency to use it in your business documents.	✅Included	✅Included	✅Included
Finance	Compound taxes	✅Included	✅Included	✅Included
Finance	Taxes deducted	✅Included	✅Included	✅Included
Finance	Fixed taxes	✅Included	✅Included	✅Included
Finance	Simple taxes	✅Included	✅Included	✅Included
Finance	Variable taxes	✅Included	✅Included	✅Included
Finance	SEPA transfersGenerateyour SEPA transfer orders from the ERP.	✅Included	✅Included	✅Included
Project Management	Associating a line item from a sales document with aspecific projectLink each line item from a sales document to the project to which it relates.	💰Additional charge	✅Included	✅Included
Project Management	Calculating aproject's projectedmarginEstimate a project's projected margin based on quotes, supplier orders, and HR costs.	💰Additional charge	✅Included	✅Included
Project Management	Calculating the actual margin of aprojectCalculate the actual margin of a project based on customer invoices, supplier invoices, and HR costs.	💰Additional charge	✅Included	✅Included
Project Management	Creating a quote based onproject tasksGenerate a quote based on the billable tasks for a given project.	💰Additional charge	💰Additional charge	💰Additional charge
Project Management	Project tracking diagramVisualizeyour tasks and project milestones using a simple and attractive diagram.	💰Additional charge	✅Included	✅Included
Project Management	Project duplicationDuplicatean existing project with or without its tasks.	💰Additional charge	💰Additional charge	💰Additional charge
Project Management	Project milestonesDefinekey dates by which a certain stage of a project must be completed.	💰Additional charge	✅Included	✅Included
Project Management	Project participationOpenprojects and allow people to make themselves available or apply.	💰Additional charge	✅Included	✅Included
Project Management	TimetrackingKeep track of the time each employee spends on a specific project.	💰Additional charge	✅Included	✅Included
Project Management	Project tracking tableViewall ongoing tasks by priority and their progress.	💰Additional charge	✅Included	✅Included
Project Management	Project tasksAssignand track tasks specific to your projects.	💰Additional charge	✅Included	✅Included
Project Management	invoicing type invoicing project taskChoose invoicing or time-based invoicing for each project task and make it easier to automate your invoicing.	💰Additional charge	✅Included	✅Included
Inventory Management	Stock alertsSetalert thresholds and receive notifications to proactively monitor and manage your inventory.	💰Additional charge	✅Included	✅Included
Inventory Management	Analysis of stock movements by product	✅Included	✅Included	✅Included
Inventory Management	Delivery notesCreate and track your customer delivery notes.	💰Additional charge	✅Included	✅Included
Inventory Management	Receiving slipsRecordand check your supplier receipts.	💰Additional charge	✅Included	✅Included
Inventory Management	Automatic calculation of shipmentweightAutomatically calculate the total weight of a shipment based on the weight of each individual product it contains.	✅Included	✅Included	✅Included
Inventory Management	View inventory and movements bysiteView your inventory and movements by site and location.	💰Additional charge	✅Included	✅Included
Inventory Management	Create a delivery note based on a customer order with a single click. Generate the delivery note corresponding to a customer order.	✅Included	✅Included	✅Included
Inventory Management	Create a delivery note based on a invoice with a single click. Generate the delivery note corresponding to a invoice .	💰Additional charge	✅Included	✅Included
Inventory Management	Create a receiving slip with one click based on asupplier orderGenerate a receiving slip from a supplier order.	💰Additional charge	✅Included	✅Included
Inventory Management	Stock transfer requestsTransferyour stock from one location to another.	💰Additional charge	✅Included	✅Included
Inventory Management	Storage locationsDefine a storage location for each item or item family.	💰Additional charge	✅Included	✅Included
Inventory Management	Automatic stock entriesAutomaticallyincrease your stock levels when you receive your supplier orders.	💰Additional charge	💰Additional charge	💰Additional charge
Inventory Management	Double-entry inventory management	💰Additional charge	✅Included	✅Included
Inventory Management	Inventories: Conduct your own inventories or those of your clients.	💰Additional charge	✅Included	✅Included
Inventory Management	List of inventory by product batch	✅Included	✅Included	✅Included
Inventory Management	Product batchesManage your product batches and track their manufacturing and expiration dates.	💰Additional charge	✅Included	✅Included
Inventory Management	Nomenclatures	💰Additional charge	✅Included	✅Included
Inventory Management	Reorder thresholdSetthresholds to notify you when stock is low.	💰Additional charge	✅Included	✅Included
Inventory Management	Storage sitesManageyour various storage sites.	💰Additional charge	✅Included	✅Included
Inventory Management	Automatic stock deductionsAutomaticallydeduct your stock when your customer orders are delivered.	💰Additional charge	✅Included	✅Included
Inventory Management	Scrap stock	💰Additional charge	✅Included	✅Included
Inventory Management	Production inventory	💰Additional charge	✅Included	✅Included
Inventory Management	Transit stock	💰Additional charge	✅Included	✅Included
Inventory Management	Actual physical stock	💰Additional charge	✅Included	✅Included
Inventory Management	Reserved stock	💰Additional charge	✅Included	✅Included
Inventory Management	Virtual stock	💰Additional charge	✅Included	✅Included
Inventory Management	Valuation of stock by productbatchesValuate your stock by product batches at actual prices.	💰Additional charge	✅Included	✅Included
Kafinea interface	Comment aggregationCentralizerelevant comments from all your employees from different modules.	✅Included	✅Included	✅Included
Kafinea interface	Customizable blocksOrganizeyour records accordion blocks to group your fields together.	✅Included	✅Included	✅Included
Kafinea interface	Customizable fieldsAddyour own input fields, picklists, date pickers, URLs, etc.	✅Included	✅Included	✅Included
Kafinea interface	Comments withattachmentsShare information and documents between colleagues via the Comments block in Kafinea records.	✅Included	✅Included	✅Included
Kafinea interface	Manual creation ofrecordsCreate your records directly in Kafinea.	✅Included	✅Included	✅Included
Kafinea interface	Filtering records bytagGroup different records under the same tag to easily find them in one place, even if they come from different modules.	✅Included	✅Included	✅Included
Kafinea interface	Illustrative imagesIllustrateyour recordings with an image to make them easier to identify.	✅Included	✅Included	✅Included
Kafinea interface	Multilingual interfaceBenefitfrom an ERP available in several languages and create your own translations.	✅Included	✅Included	✅Included
Kafinea interface	Relational tabsSwitch from one record to another related record with a single click using relational tabs.	✅Included	✅Included	✅Included
Kafinea interface	Dependent picklistsCreatea relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.	✅Included	✅Included	✅Included
Kafinea interface	Advanced search byIABenfit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides you with relevant results.	💰Additional charge	✅Included	✅Included
Kafinea interface	ResponsivedesignEnjoy an ERP system that can be used on all types of screens.	✅Included	✅Included	✅Included
Kafinea interface	Sections inbusiness documentsDivide the lines in your accounting documents into sections to make them easier for your customers and suppliers to read.	✅Included	✅Included	✅Included
Kafinea interface	Manually deletingrecordsDelete records if necessary.	✅Included	✅Included	✅Included
Kafinea interface	Customizable dashboardsCreateyour own individual dashboards and easily find the information that matters to you.	✅Included	✅Included	✅Included
Kafinea interface	Filtered viewsCreatelists of data with filtered views that you need on a regular basis.	✅Included	✅Included	✅Included
Kafinea interface	Dynamic widgetsCreateyour own widgets on your dashboards and view your data more easily.	✅Included	✅Included	✅Included
Maintenance	Maintenance operationsPlanyour preventive and corrective maintenance work.	💰Additional charge	✅Included	✅Included
Maintenance	Planning and trackinginterventionsOrganize and track maintenance interventions.	💰Additional charge	✅Included	✅Included
Maintenance	Equipment trackingManagethe status and maintenance of your equipment and that of your customers.	💰Additional charge	✅Included	✅Included
Kafinea tools	Autonomous AI agentsEntrustcomplex missions to intelligent agents that break down tasks, execute them in the necessary order, and continuously adapt their actions.	💰Additional charge	✅Included	✅Included
Kafinea tools	RESTSynchronize data in real time between the platform of your choice and your Kafinea instance.	✅Included	✅Included	✅Included
Kafinea tools	AI assistant fortext fieldsAutomatically summarize, expand, rephrase, or correct your text content for greater accuracy and fluency.	💰Additional charge	✅Included	✅Included
Kafinea tools	AI-powered automationIntegrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.	💰Additional charge	✅Included	✅Included
Kafinea tools	Team CalendarPlanand view your team's activities and availability.	✅Included	✅Included	✅Included
Kafinea tools	Personal calendarAdd one-time or recurring activities and tasks to your Kafinea calendar and stay on top of your schedule.	✅Included	✅Included	✅Included
Kafinea tools	Interactive AI chatbotAskquestions about the data you have access to and receive instant answers in text or graphic form.	💰Additional charge	✅Included	✅Included
Kafinea tools	Recycle BinFind and restore deleted records.	✅Included	✅Included	✅Included
Kafinea tools	Record duplicationDuplicatea record with a single click.	✅Included	✅Included	✅Included
Kafinea tools	Bulk editing ofrecordsEdit multiple records simultaneously.	✅Included	✅Included	✅Included
Kafinea tools	SendingemailsSend an email to a prospect, customer, supplier, or colleague with a single click.	✅Included	✅Included	✅Included
Kafinea tools	SendSMS messagesSend a text message to a prospect, customer, supplier, or colleague with a single click.	✅Included	✅Included	✅Included
Kafinea tools	Export data inPDF formatExport the data of your choice in PDF format.	✅Included	✅Included	✅Included
Kafinea tools	ElectronicInvoicing your invoices in a compliant electronic format.	✅Included	✅Included	✅Included
Kafinea tools	Web formsAutomatically create records (leads, customer accounts, deals, tickets, etc.) in Kafinea based on forms filled out on your website.	✅Included	✅Included	✅Included
Kafinea tools	MergerecordingsCombine multiple recordings into one.	✅Included	✅Included	✅Included
Kafinea tools	ElectronicDocument ManagementCentralizeand organize all your institution's documents by folders and labels.	✅Included	✅Included	✅Included
Kafinea tools	Customer portalOffer your customers dedicated extranet access to track their outstanding balances with you.	💰Additional charge	✅Included	✅Included
Kafinea tools	Employee portalProvide your employees with dedicated extranet access to their information.	💰Additional charge	✅Included	✅Included
Kafinea tools	Supplier portalOfferyour suppliers dedicated extranet access to track their outstanding balances with you.	💰Additional charge	✅Included	✅Included
Kafinea tools	Configurable duplicate preventionDetectand prevent the creation of duplicates in your data.	✅Included	✅Included	✅Included
Kafinea tools	Reports andgraphsView key information from the module of your choice in real time via reports in the form of tables and graphs.	✅Included	✅Included	✅Included
Kafinea tools	Scheduled reportsSetup periodic email delivery of reports in table or graph format.	✅Included	✅Included	✅Included
Kafinea tools	Email ScannerRetrieveand leverage your incoming emails.	✅Included	✅Included	✅Included
Kafinea tools	Electronic signatureSend your documents for electronic signature via YouSign directly from Kafinea and trigger actions as soon as the signature is received.	✅Included	✅Included	✅Included
Kafinea tools	TrackrecordsGet notified when a record you are tracking is updated following an action by one of your employees or an automation.	✅Included	✅Included	✅Included
Payroll	Pay slipsGenerate pay slips that comply with legislation and automate their creation using templates.	💰Additional charge	✅Included	✅Included
Payroll	OPS boxes	💰Additional charge	✅Included	✅Included
Payroll	DSNAutomatically submit your nominative social declarations.	💰Additional charge	✅Included	✅Included
Payroll	OPS	💰Additional charge	✅Included	✅Included
Payroll	Employee paymentsInitiateand track payments made to your employees.	💰Additional charge	✅Included	✅Included
Payroll	Pay periodsSetyour payroll schedule.	💰Additional charge	💰Additional charge	💰Additional charge
Setting	Email read and delivery receipts	✅Included	✅Included	✅Included
Setting	ApprovalsDefine processes for validating actions or documents.	✅Included	✅Included	✅Included
Setting	LDAP authenticationManageyour access to the software via your corporate directory.	✅Included	✅Included	✅Included
Setting	Multi-factor authenticationEnhanceuser login security with MFA.	✅Included	✅Included	✅Included
Setting	SSO authenticationUnifyyour ERP access with your existing systems.	✅Included	✅Included	✅Included
Setting	Data encryptionRestassured: your sensitive business data is encrypted and protected.	✅Included	✅Included	✅Included
Setting	Customizable module confidentialityRestrict your employees' access to modules according to your confidentiality standards.	✅Included	✅Included	✅Included
Setting	Input validationCheckthe input in each field to ensure it complies with the expected format.	✅Included	✅Included	✅Included
Setting	Password encryptionRestassured: your employees' passwords are encrypted and secure.	✅Included	✅Included	✅Included
Setting	Advanced access rights byprofileChoose which actions are possible or which information is visible for each user profile, down to the individual field.	✅Included	✅Included	✅Included
Setting	Advanced access rights peruser Choose which actions are possible or which information is visible to each user, down to the individual field.	✅Included	✅Included	✅Included
Setting	Sendingscheduled emailsScheduleemails to be sent on specific dates or at specific times.	✅Included	✅Included	✅Included
Setting	Export data inCSV formatExport data from your Kafinea modules in CSV format.	✅Included	✅Included	✅Included
Setting	Identity federationEnableyour users to log in via existing identity systems.	✅Included	✅Included	✅Included
Setting	Customizable numbering formatsAdaptthe numbering and incrementing of your documents to your standards.	✅Included	✅Included	✅Included
Setting	GroupsOrganize your users into groups to manage their access rights.	✅Included	✅Included	✅Included
Setting	SaaS HostingEnjoya cloud-based ERP that can be accessed anywhere.	✅Included	✅Included	✅Included
Setting	Connection historyTrackall connections and disconnections of your employees to your Kafinea instance.	✅Included	✅Included	✅Included
Setting	Change historyKeep a record of changes made to your records (who, what, when).	✅Included	✅Included	✅Included
Setting	Importing data inCSV formatImport data via a CSV file by mapping the columns of the original file to Kafinea fields.	✅Included	✅Included	✅Included
Setting	Permanent pre-production environment (Sandbox)Test your workflows and other configurations without impacting your production environment.	💰Additional charge	✅Included	✅Included
Setting	Multi-company instanceManage multiple companies in a single Kafinea instance.	💰Additional charge	✅Included	✅Included
Setting	KPIsTrack your key performance indicators in real time.	✅Included	✅Included	✅Included
Setting	Data mapping duringimportMatch the columns in your CSV file to Kafinea fields to easily import your data.	✅Included	✅Included	✅Included
Setting	Dynamic andcustomizable email templatesCreateyour own dynamic email templates easily using shortcodes.	✅Included	✅Included	✅Included
Setting	Dynamic andcustomizable PDF templatesCreateas many dynamic PDF templates as you need using a simple visual editor or by using Smarty templates and conditional formulas.	✅Included	✅Included	✅Included
Setting	Reminder notificationsCustomizeyour reminders (pop-up window, email, or text message) and their triggers.	✅Included	✅Included	✅Included
Setting	Label customization: Adjustfield names according to your preferences across all modules in the instance.	✅Included	✅Included	✅Included
Setting	Customize the automatic logout time wheninactiveSet the time before automatic logout when inactive.	✅Included	✅Included	✅Included
Setting	Menu customizationReorganizethe software's navigation menu according to your preferences.	✅Included	✅Included	✅Included
Setting	ProfilesManage user profiles and their rights.	✅Included	✅Included	✅Included
Setting	PromptIAUtilize AI in Kafinea workflows to understand a situation and automate actions.	✅Included	✅Included	✅Included
Setting	Data recovery at the end of thecontractRecover all your data at the end of your contract.	✅Included	✅Included	✅Included
Setting	Zerotrust ruleSetmaximum security levels for your ERP access.	✅Included	✅Included	✅Included
Setting	GDPR regulationsRest assured: your data is stored and processed in accordance with GDPR regulations.	✅Included	✅Included	✅Included
Setting	RolesAssign roles to users to manage their rights.	✅Included	✅Included	✅Included
Setting	Rest assured: we offer a minimal RTO guaranteeing rapid recovery of your services in the event of an incident.	✅Included	✅Included	✅Included
Setting	Automatic backupsRestassured: automatic backups are performed daily in case of an incident.	✅Included	✅Included	✅Included
Setting	Custom naming sequencesSetthe prefixes and suffixes for your document names and their incrementation.	✅Included	✅Included	✅Included
Setting	MCP Server forExternal AIConnect external artificial intelligence to Kafinea to enrich your automated processes and expand your capabilities.	💰Additional charge	✅Included	✅Included
Setting	Customizable SMTPConfigureyour own email sending server.	✅Included	✅Included	✅Included
Setting	Customizable search spectrumAdjust the scope of the search performed in the bar at the top of the software.	✅Included	✅Included	✅Included
Setting	File storage on anexternal serverStore your files on a third-party server and connect them to your instance.	✅Included	✅Included	✅Included
Setting	UsersCreate and manage ERP users independently of employees.	✅Included	✅Included	✅Included
Setting	Unlimited usersInviteas many users as you want to your instance, at no extra cost.	✅Included	✅Included	✅Included
Setting	WebhooksSend data to other platforms about an event that has just occurred.	✅Included	✅Included	✅Included
Setting	Customizable workflowsCreate your own workflows to automate the creation of a record, the updating of a field, the sending of an email, and much more.	✅Included	✅Included	✅Included
Points of Sale	CashregistersManage your sales and payments on a touchscreen.	💰Additional charge	✅Included	✅Included
Points of Sale	Connectonline storesSynchronizeyour e-commerce sales with Kafinea.	💰Additional charge	✅Included	✅Included
Points of Sale	Points ofsaleTrack your sales and inventory by point of sale.	💰Additional charge	💰Additional charge	💰Additional charge
Human Resources	AbsencesManage your employees' absence requests according to their type (paid leave, sick leave, etc.).	💰Additional charge	✅Included	✅Included
Human Resources	Activities	✅Included	✅Included	✅Included
Human Resources	Employment contractsCreate employment contracts for your employees and automate their creation using templates.	💰Additional charge	✅Included	✅Included
Human Resources	Leave requestsApprove your employees' leave requests.	💰Additional charge	✅Included	✅Included
Human Resources	EmployeesCentralize your employees' information.	💰Additional charge	✅Included	✅Included
Human Resources	Timesheets (clocking in)Record the hours worked by your employees.	💰Additional charge	✅Included	✅Included
Human Resources	WorkplacesManage the different places where your employees work.	💰Additional charge	💰Additional charge	💰Additional charge
Human Resources	Versatility matricesTrackyour employees' skills.	💰Additional charge	✅Included	✅Included
Human Resources	Expense reportsCollectand approve your employees' expense reports.	💰Additional charge	✅Included	✅Included
Human Resources	Assignment ServicesManagethe various services that make up your business.	💰Additional charge	✅Included	✅Included
Human Resources	Training trackingCentralizethe training courses taken by your employees.	💰Additional charge	✅Included	✅Included
Human Resources	TasksCreate your to-do list within the software and link each task to modules if necessary.	✅Included	✅Included	✅Included
Human Resources	Leave balancesTrack accrued and remaining leave balances by type (paid leave, RTT, etc.) and allow employees to view them from their extranet access.	✅Included	✅Included	✅Included
Customer Service	Service contractsTrack your service contracts with your customers.	💰Additional charge	✅Included	✅Included
Customer Service	Filter tickets byprioritySet a priority level for each ticket to facilitate the handling of emergencies.	✅Included	✅Included	✅Included
Customer Service	Frequently askedquestionsCentralize and publish your FAQs for your customers.	💰Additional charge	✅Included	✅Included
Customer Service	IT instancesTrack information and statuses for your customers' IT instances.	💰Additional charge	✅Included	✅Included
Customer Service	Warranty trackingTrackthe validity and details of customer warranties.	💰Additional charge	✅Included	✅Included
Customer Service	Tickets	💰Additional charge	✅Included	✅Included
Sales	Customer creditsEasily create and manage your customers' credits.	✅Included	✅Included	✅Included
Sales	Customer orders: Easily enter and track your customer orders.	✅Included	✅Included	✅Included
Sales	Accounts receivable	💰Additional charge	💰Additional charge	💰Additional charge
Sales	Terms and Conditions of SaleInclude your Terms and Conditions of Sale in your commercial documents.	✅Included	✅Included	✅Included
Sales	Consumption Track your customers' consumption and automatically add it to their invoicing .	💰Additional charge	✅Included	✅Included
Sales	Create a customer credit note in one click based on acustomer invoiceGenerate a customer credit note from an invoice .	✅Included	✅Included	✅Included
Sales	Create a sales order based on aquote with a singleclickGenerate a sales order from a quote.	✅Included	✅Included	✅Included
Sales	Create a sales order based on a invoice with a single click. Generate the sales order corresponding to an invoice.	✅Included	✅Included	✅Included
Sales	Create a supplier order with one click based on aquote. Place a supplier order from a customer quote.	✅Included	✅Included	✅Included
Sales	Create a invoice in one click based on adelivery noteGenerate the invoice corresponding to a delivery note.	✅Included	✅Included	✅Included
Sales	Create a invoice with one click based on aquoteGenerate a invoice from a quote.	✅Included	✅Included	✅Included
Sales	Create a invoice in one click based on a customer order.Generate the invoice corresponding to a customer order.	✅Included	✅Included	✅Included
Sales	Customer quotesCreatequotes for your customers.	✅Included	✅Included	✅Included
Sales	Invoicing schedules:Plan your invoicing deadlines invoicing each customer.	✅Included	✅Included	✅Included
Sales	Automatic sending ofregistered letters with acknowledgment of receiptAutomate the sending of registered letters with acknowledgment of receipt.	💰Additional charge	✅Included	✅Included
Sales	DepositInvoicing deposit invoices as a percentage or fixed amount	💰Additional charge	💰Additional charge	💰Additional charge
Sales	ProgressInvoicing your projects based on progress.	✅Included	✅Included	✅Included
Sales	Invoicing Trigger a invoice based on consumption data retrieved via API or entered manually.	💰Additional charge	✅Included	✅Included
Sales	Invoicing parentcompanyChoose to invoice the parent company when doing business with multi-company entities.	✅Included	✅Included	✅Included
Sales	DifferentialInvoicing : Simplify your invoicing tracking with our invoicing assistant.	💰Additional charge	✅Included	✅Included
Sales	RecurringInvoicing your subscriptions automatically and repeatedly at the frequency of your choice.	✅Included	✅Included	✅Included
Sales	BulkInvoicing Group multiple invoices together to simplify sending them to your customers.	✅Included	✅Included	✅Included
Sales	Customer invoicesCreateand send your customer invoices quickly.	✅Included	✅Included	✅Included
Sales	Customizable pricing tablesCreateand apply specific pricing tables for your customers and suppliers to save time during transactions.	✅Included	✅Included	✅Included
Sales	Customer paymentsRecordand track payments received from your customers.	✅Included	✅Included	✅Included
Sales	Preview a invoice based onconsumptionPreview your customers' recurring invoices based on their consumption at a given moment.	💰Additional charge	💰Additional charge	💰Additional charge
Sales	Automatic remindersSetup different reminder levels for invoice , from a simple email to sending a registered letter with acknowledgment of receipt.	✅Included	✅Included	✅Included
Sales	Direct discountsApplyfixed discounts to your sales documents.	✅Included	✅Included	✅Included
Sales	Percentage discountsApplypercentage discounts to your sales documents.	✅Included	✅Included	✅Included
Sales	Automatic entry ofcustomer informationImport all your customer's information (mailing address, SIRET number, email, etc.) onto your documents simply by selecting them.	✅Included	✅Included	✅Included
Sales	Pricing strategiesDefine pricing strategies using sliding scales or flat rates, either as fixed prices or percentages based on defined tiers.	✅Included	✅Included	✅Included

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