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Kafinea

  • Features
        • Finance
          • Purchasing
          • Audits & KPIs
          • Accounting
          • Invoicing
        • Management
          • Documents
          • Project Management
          • Inventory Management
          • Maintenance
        • HR
          • Employees
          • Timesheets
          • Absence Management
          • Recruitment
        • Customer Service
          • Service Contracts
          • Interventions
          • Warranty Management
          • Tickets
        • Sales
          • Subscriptions
          • Sales Automation
          • CRM
          • Points of Sale
        • Cross-features
          • API
          • Extranet
          • Electronic Signature
          • Workflows
  • Pricing
  • Login
  • Discover the demo
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Kafinea

Marketing

6
  • Prospects
  • The business
  • Sending emails and SMS
  • Campaigns
    • Marketing campaigns
    • Setting up email and SMS campaigns
    • Calculating forecast margins for a campaign

Sales

17
  • Customer accounts
  • Contacts
  • Customer quotations
  • Customer credit notes
  • Company Search (SIRENE)
  • Margins in quotes
  • Customer purchase orders
  • Invoicing
    • Item consumption invoicing
    • Advancement invoicing
    • Issue an invoice
    • Recurring invoicing
    • Classic invoicing
  • Payments
    • Customer payments
    • Associating a payment with one or more invoices
  • Price list
    • The use of a price list
    • Pricing strategies
    • Administrator's Guide to Pricing

Purchasing

6
  • Suppliers
  • Supplier purchase orders
  • Supplier invoices
  • Receive an invoice
  • Supplier credit notes
  • Supplier payments

Catalog

8
  • The products
  • Services
  • Product families
  • Units of measurement
  • Sourcing Management
  • Generic products
  • Product kits
  • The Supplier Order Assistant

Finance

19
  • Bank accounts
  • Third-party bank accounts
  • Banking transactions
  • SEPA mandates
  • Direct debits
  • Manual entries
  • Electronic invoicing
  • Accounting
    • Accounting
    • Accounting entries
    • Accounting strategies
    • Financial statements
    • Bank reconciliations
    • Bank statements
    • Tools for checking your accounts
    • Setting up VAT returns
    • VAT declaration
    • Accounting export in FEC format
  • Accounting periods
    • Accounting periods
    • Cash accounting

Human Resources

16
  • The people
  • Sample employment contracts
  • Types of absence
  • Expense reports
  • Timesheets
  • Training courses
  • Versatility matrices
  • The activities
  • Service assignments
  • Services
  • Workplaces
  • Pay stubs
  • Leave requests
  • Employee Extranet
    • The employee portal
    • The Employee Portal
    • Leave Management

Project Management

6
  • The projects
  • Project tasks
  • Project milestones
  • Participation in projects
  • The speaker's area: view and accept my posts
  • Ensure safety during operations by maintaining a list of personnel

Customer support

7
  • Tickets
  • Service contracts
  • Customer equipment
  • Customer instances
  • Warranty Management
  • FAQs
  • Customer portal

Maintenance

4
  • Our facilities
  • Maintenance sites
  • The equipment
  • Maintenance operations

Inventory Management

8
  • Storage sites
  • Storage locations
  • Inventory movements
  • Stock transfer requests
  • Delivery notes
  • Receipt slips
  • Delivery methods
  • Inventory Valuation

Points of Sale

5
  • Physical sales outlets
  • E-commerce stores
  • Cash movements
  • Cash register
    • Cash registers
    • Setting up your cash register

Records Management

6
  • Electronic document management
  • The electronic signature
  • Sending documents by email
  • Models
    • Document templates
    • Email templates
    • Shortcodes

Automation

3
  • The forms
  • Workflows
  • The planner

Artificial Intelligence

5
  • The AI text assistant
  • The AI Chatbot
  • AI workflows
  • Connect an external AI (MCP)
  • AI-powered invoice OCR

Integrations

7
  • API
    • REST API – Introduction
    • REST API – Authentication
    • REST API – CRUD Operations
    • REST API – Entity Relationships
    • REST API – Requests and Queries
    • REST API – File Management
    • REST API – Dropdown Lists (Picklists)

Kafinea interface

11
  • Navigation
  • Listings
  • The recordings
  • Automatic recording
  • Tags
  • Reports
  • Dashboards
  • The layout manager
  • Data import/export
  • Document lines
  • Links between elements

Setting

16
  • The Event Log
  • The companies
  • Languages and translations
  • The users
  • Access rights
  • Numbering formats
  • Global search
  • User preferences
  • Permanent locking
  • Pop-up blocking
  • Tax Settings
  • The MCP server
  • AI agents
  • SMTP settings
  • Data mapping
    • Lead conversion mapping
    • Project business mapping

Career Guides

2
  • Allow employees to update their HR records on their own
  • Mobilize thousands of field workers on a large scale
  • Kafinea
  • Help
  • Project Management
  • The speaker's area: view and accept my posts
View Categories

The speaker's area: view and accept my posts

3 minutes

This page is intended for field workers (people working in the field
). If you are an administrator and want to configure who can view which
field reports, please see
Securing field reports by user list.

What is your contributor space for? #

The Service Provider Portal is a website accessible from your phone,
tablet, or computer
. There, you can manage your own service calls with complete
autonomy:

  • view upcoming events you can attend;
  • sign up for a session in just one click;
  • cancel your registration if you are no longer available;
  • viewa history of your past interactions;
  • Please present your identification code in person on the day of the service.

You will only see the assignments that apply to you: those that your
organization has made available to you based on your criteria (location, qualifications, availability, etc.).

Sign in #

You will receive a link and your login credentials via email. The first time you log in,
click the link, enter your username and password, and then add the
website to your phone’s home screen so you can find it easily.

Your personalized welcome #

En arrivant sur votre espace, vous êtes accueilli par un message personnalisé
(« Bonjour <prénom> ») accompagné d’un avatar affichant vos initiales. Si
une photo figure sur votre profil, elle apparaît en haut à droite de
l’écran (menu de votre compte), accessible depuis toutes les pages. Vous pouvez
ajouter ou modifier votre photo depuis votre page Profil.

See available presentations #

The home screen lists upcoming events in the form of cards. Each
card displays the key details: title, date, location, and remaining seats. A
badge indicates the status of each event (for example, “Sold Out”
when there are no seats left).

You can filter the list (for example, by area) to show only the items that
interest you. Open a map to view the record of the service call.

Sign up for a session #

After record session, press the registration button. Your
request will be processed immediately. Registration is only possible if:

  • the procedure is coming up;
  • There are still spots available;
  • the program does not overlap with another program you are already enrolled in;
  • You are welcome to participate.

If any of these conditions are not met, a message will explain why.

Cancel a registration #

As long as the event has not yet taken place, you can cancel your registration
from your record. Depending on the status of your application, your spot will either be released
immediately or marked as available for replacement so that the organizers can
find a replacement for you.

On-site: Your ID #

On the day of the event, your area will display an ID code (a
code to present or scan). This allows you to confirm your presence on the
site in a simple, full-screen format that is easy to read even outdoors.

My past posts #

A "History " tab summarizes the interactions you've
been involved in. It's a handy way to get an overview of your activity.

See also #

  • Project tasks
  • Participation in projects
  • Secure operations by maintaining a list of authorized users (administrators)
Index
  • What is your contributor area for?
  • Login
  • Your personalized welcome
  • View available presentations
  • Sign up for a session
  • Cancel a registration
  • On site: your ID number
  • My past presentations
  • See also

All-in-one software for SMEs. Take advantage of the automation capabilities and flexibility of our business management platform to facilitate the work of all your employees.

RESOURCES

Blog
Brand Guidelines
Distributors
Help
Security

Customer portal
ABOUT US

About Us
Contact Us
Cookie Policy
Frequently Asked Questions
General Terms of Use
Privacy Policy
Terms & Conditions

FINANCES

Accounting
Audits & KPIs
Invoicing
Purchasing

MANAGEMENT

Documents
Project management
Inventory management
Maintenance

HR

Absence Management
Employees
Recruitment
Timesheets

CUSTOMER SERVICE

Service contracts
Service
Warranty tracking
Tickets

SALES

CRM
Point of Sale
Sales Automation
Subscriptions

© 2026 Madiasoft -Kafinea

24 rue Louis Blanc, 75010 PARIS, France

01 70 06 05 41

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  • Features
    • Finance
      • Purchasing
      • Audits & KPIs
      • Accounting
      • Invoicing
    • Management
      • Documents
      • Interventions
      • Project Management
      • Inventory Management
    • HR
      • Employees
      • Timesheets
      • Absence Management
      • Recruitment
    • Customer Service
      • Service Contracts
      • Warranty Management
      • Maintenance
      • Tickets
    • Sales
      • Subscriptions
      • Sales Automation
      • CRM
      • Points of Sale
    • Cross-features
      • API
      • Extranet
      • Electronic Signature
      • Workflows
  • Pricing
  • Login
  • Discover the demo