ZEP Professional
The digitalisation of your project business
Project time recording, project planning and project controlling including travel expense management - digitise your processes so that you and your team are always optimally on time.
Die wichtigsten ZEP Professional Funktionen im Überblick
ZEP Professional digitises every phase of your project, from planning to travel expense management.
- Detailed recording of working hours for projects, their processes and activities
- Identification of billable and non-billable project times
- Restrict bookings per employee to specific projects and tasks
- Various other settings
- Management of employee master data
- Assignment of permissions and roles
- Customer database including contact persons and contact details
- Storage of customer-specific settings
- Project database including settlement types, expense regulations and durations
- Mapping of the project structure by means of activities and tasks
- Graphical project plan for visualisation
- Management of price groups (e.g. senior, junior, administration)
- Customer and project-specific price tables with hourly and daily rates
- Project-specific recording of documents for external costs
- Tracking of travel times, VMA, km flat rates and other receipts
- Simple digital billing and reimbursement
- Onward invoicing of travel expenses to the client via the project
- Effort planning in hours for projects and activities
- Overbooking limits for projects and transactions
- Simplified project controlling through comparison with planned expenditure
- Mobile time recording on iOS and Android devices
- Record project times with default settings from ZEP
- Document entry with image or PDF attachments
- Recording absenteeism
- Start-stop function for favourite projects
- Recording of meals for the calculation of VMA
- Proven role and rights system
- Single sign-on integrations
- Store individual company stationery for invoices and evaluations
- Optimised for use with tablets
Additional modules for ZEP Professional
Map the entire company including internal cost allocation:
- Individual organisational structure by means of departments and locations
- Evaluations for the entire company as well as at departmental level
- Head of department as recipient for leave requests
- Deposit of own currencies at department level
Standardised offer creation with templates, editing rights and release mechanisms:
- Offer templates for the quick creation of standardised offers
- Involvement of several employees in the preparation, review and submission of offers
- Direct dispatch of an offer by mail after approval
- Transfer of the offer into a project or an activity after commissioning
The digital time clock for recording attendance times:
- Minute-by-minute tracking of start and end of work via browser and app
- Combination with our RFID terminal possible, for time recording on site
- Link any number of smartphones or tablets
- Automated control of compliance with core working hours
Central online archive for all project documents and any other files:
- Freely definable folder structures for documents such as manuals or project plans
- Authorisation system for writing and reading with change history
- Centrally store files and links to projects, employees and customers
- Assignment of keywords and categories to documents
Transmit costs and invoices in a simple and standardised way:
- Export of invoices, costs and receipts in CSV format for DATEV, Lexware, etc.
- Consideration of exchange rates for invoices in foreign currency
- Deposit of cost centres or cost units
- Predefined export of debtors and creditors
Simple planning and accounting of external employees:
- Record time spent directly on the project and keep an eye on costs
- Faster invoice verification by means of recorded expenses
- Direct billing with credit notes instead of separate invoices for external employees
- Management of master data such as daily and hourly rates
Synchronisation of customer and project data between ZEP and HubSpot:
- HubSpot retained as leading customer management system
- Standardised transfer of customers and contact persons at the push of a button
- Transfer deals from HubSpot to ZEP as projects from a certain phase onwards.
Time recording with ZEP & HR with Personio - A perfect team:
- Transfer of new employees and master data created in Personio to ZEP
- Automatically transfer time bookings to Personio
- Receive time bookings that have been entered or changed directly in Personio
- Transfer of absences from ZEP to Personio or vice versa
Invoice project times and expenses directly and no longer forget any expenses incurred:
- Consideration of different types of billing (daily rate, fixed price, etc.)
- Individual level of detail of the invoices (time sheets, voucher list, etc.)
- Follow-up of unpaid invoices and reminders
- Automated invoicing by mail after approval
Smart planning of work packages, effort and workloads:
- Work packages for task distribution and workload management of employees
- Determining staff, project and overall workloads
- Control the workload of employees in parallel project assignments
- Staff planning at project level and live display of target/actual effort
Manage customer data centrally in Salesforce and always keep it up to date in ZEP:
- Maintain Salesforce as the leading customer management system
- Standardised transfer of customers and contact persons at the push of a button
- Optional extension of the interface according to your requirements
Standardised XML-based data exchange with the rest of the world:
- Connections to CRM, HR, ticket systems or the like
- Query, creation and modification of projects, customers, employees and time bookings
- Access to an Excel-based sample import/export programme
Direct tracking of working times on tickets and subtasks:
- Manage project-specific tickets, to-do lists and partial orders
- Facilitated cooperation through mail notifications
- Mail-based ticket workflow with mailboxes for receiving tickets from other systems
- Optional customer access to create, manage or accept tickets
Better manage and plan absences and staff absences:
- Quick and clear management of holidays and absences
- Automatic management of an overtime account per employee
- Request and approval procedure for absences
- Detailed and clear holiday and absence calendar for the entire team
Do you work alone or in a team?
The price of ZEP Professional adapts to your personal needs.
What ZEP Professional customers say
ZEP is a very well thought-out system. The clear architecture and consistent menu structure makes it very easy to use.
At Corpus-C, ZEP has proven its worth within a very short time and has given the managing directors and staff new scope for their actual day-to-day business.
ZEP fits 100%, is stable and secure and doesn't burden you with features you don't need. Other solutions brought too many confusing features.