ZEP Professional
The digitalisation of your project business
Project time tracking, project planning and project controlling including travel expense management - digitise your processes so that you and your team are always optimally on time.
30 days non-binding
The most important functions at a glance
ZEP Professional digitises every phase of your project, from planning to travel expense management.
ZEP Professional Functions
- 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
- Time tracking on the go at any time on iOS and Android devices
- Travel detection by means of GPS
- Recording travel expenses with attachments
- Proven role and rights system
- Single sign-on integrations
- Store individual company stationery for invoices and evaluations
- Optimised for use with tablets
30 days non-binding
Additional modules for ZEP Professional
Is your company growing? ZEP grows with you! Choose from practical additional modules.
particularly popular
Departments, Branches & Locations
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
only for ZEP Professional
Offers
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
Attendance
The digital time clock for tracking attendance times:
- Minute-by-minute tracking of start and end of work via browser and app
- Combination with our RFID terminal possible, for time tracking on site
- Link any number of smartphones or tablets
- Automated control of compliance with core working hours
Document management
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
only for ZEP Professional
Export for accounting
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
Freelancers
Simple planning and accounting of external employees:
- Track 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
HubSpot interface
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.
Personio interface
Time tracking 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
only for ZEP Professional
Invoicing
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
Resource planning
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
Salesforce interface
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
particularly popular
SOAP interface
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
Tickets, Tasks & To-dos
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
particularly popular
Overtime, Absences & Holidays
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
With ZEP Professional capture You
Angebote
Projektzeiten
Abrechnungen
30 days non-binding
ZEP Professional Prices
Do you work alone or in a team?
The price of ZEP Professional adapts to your personal needs.