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CloudOffice®

Keep records and manage your enterprise in a single cloud-based system

Save resources and improve your business

Package comparison
CloudOffice®
CloudOffice® ERP
CloudOffice® Mobile
CloudOffice® Client
Financial management
Several companies in one database
Support for multiple currencies
Budgeting
Payment schedule
Reports on cash balance
Accounting of payment systems commission
Report over payment forecast
Electronic document management
Attached files in documents and registers
Sending documents by e-mail from the system
Archive for diigital documents
Inventory management
Accounting for multiple storage locations
Printing labels
Built-in barcode scanner
External barcode scanner
Assistant for stocktacking
Cells warehousing
Batch management
Serial number management
Product variants (combinations)
Product expiration dates
Barcode generator
Document Inventory write off / increase
Document Inventory count
Document Inventory transfer
Procurement management
Document Purchase Order
Document Incomming Delivery
Document Purchase Invoice
Procurement planning assistant
Ordering goods point
Accounting extra cost (landed costs)
Registering supplier prices
Alternative suppliers for given product
Reception of goods on commission sales
Purchases of goods produces on tolling
Goods demand forecast
Report over movement of goods in stock
Report over accounts payable
Report over accounts payable aging
Sales management
Document Offer
Document Sales Order
Sales by dropship delivery
Multiple price levels / price lists
Contract invoices (periodic invoicing)
Goods transfer on commission based sales
Sales of goods produced on tolling
Automatic discounts (cumulative, volume based, etc.)
Pricing assistant tool
CRM system
Accounting of potential customers (Leads)
CRM portrait for customers and suppliers
VAT number validation through VIES
Customer segments
Inventory segments
Contact persons by counterparties
Email batch distributions
SMS batch distributions
Advanced filters and selections for counterparties
Accounting for marketing campaigns
Report Sales Funnel
Report Sales Pipeline
Document Deal to handle potential deals
Document Event - registration of calls, meetings, events
Report Event Calendar
Automatic logging of calls (requires integration with mobile applications)
Built-in email client (incoming / outgoing mail)
Accounting
BAS chart of accounts
Custom chart of accounts
Management of accounting periods
Manual GL-entries
GL-entries by series
Analycs by Cost Centers
Accounting in multiple currencies
Templates for manual postings
Report account activity
GL report
Result report
Balance Report
VAT report
Intrastat report
Report over changes in stock value
Manufacturing management
Product specifications (Bill of materials)
Document Production Order
Document Production
Advanced calculation of production costs
Control over equipment utilization (Floor Mangement System)
Personnel management HR
List of employees
Management of staff workload
Payroll management
Service management
Staff planning tool
Employees calendar
Document Work order - time tracking, reporting consumables and extra costs in one document
Management of work teams
Integrations
Integration with Fortnox
Data exchange with web-sites
Download exchange rates from the Riksbank website
Integration with mobile client CloudOffice
Integration with mobile application CloudOffice
Integration accoring to Bank standard ISO20022
Service features
Creating documents on the basis of each other
Additional modules for reports and printing forms
Custom report options (no programming required)
English interface
Swedish interface
Internal chat and comments in documents / registers
Voice chat
Video conference
Screen demonstration
Loading data from the spreadsheet documents
Loading data from the Fortnox
Customizable document numbering
Configuring user rights by roles