X-ERP Help
Contents
All chapters of the X-ERP help in one place. Select an area or search directly for a topic.
IntroductionWho is X-DIGI GmbH and why was X-ERP developed?
For Business Leaders and Decision-MakersStructure processes and reduce costs
Getting StartedThe essentials for everyday work
For Business UsersUse individual modules confidently and efficiently
For Key UsersUnderstand and prepare processes
For CustomizersAdapt screens and forms to your requirements
For Company Database ManagersSet up and maintain company databases
For System AdministratorsSet up servers and create company databases
For Migration SpecialistsImport and optimize data from other systems
For Integration SpecialistsConnect APIs and external systems
For Country SpecialistsNational requirements and local features
For Portal UsersUnlimited user licenses for portal apps
PluginsIndustry solutions from industry specialists
- 1. Introduction – Who is X-DIGI GmbH and why was X-ERP developed?
- Preface1. Introduction – Who is X-DIGI GmbH and why was X-ERP developed?
- ERP experience since 19891. Introduction – Who is X-DIGI GmbH and why was X-ERP developed?
- Partnership instead of profit maximization1. Introduction – Who is X-DIGI GmbH and why was X-ERP developed?
- ERP for decades, not just years1. Introduction – Who is X-DIGI GmbH and why was X-ERP developed?
- 2. For Business Leaders and Decision-Makers – Structure processes and reduce costs
- Duties of the managing director or decision-maker2. For Business Leaders and Decision-Makers – Structure processes and reduce costs
- Get an overview2. For Business Leaders and Decision-Makers – Structure processes and reduce costs
- ERP only works in a team2. For Business Leaders and Decision-Makers – Structure processes and reduce costs
- Distribution of tasks2. For Business Leaders and Decision-Makers – Structure processes and reduce costs
- 3. Getting Started – The essentials for everyday work
- Requirements3. Getting Started – The essentials for everyday work
- Login and logout3. Getting Started – The essentials for everyday work
- Adjust language3. Getting Started – The essentials for everyday work
- Progressive web app3. Getting Started – The essentials for everyday work
- Structure and basic building blocks3. Getting Started – The essentials for everyday work
- Desktop menu, smart search and local AI3. Getting Started – The essentials for everyday work
- Role menus3. Getting Started – The essentials for everyday work
- Role-based desktop3. Getting Started – The essentials for everyday work
- ListView3. Getting Started – The essentials for everyday work
- EditView3. Getting Started – The essentials for everyday work
- Wizard3. Getting Started – The essentials for everyday work
- Field types3. Getting Started – The essentials for everyday work
- Input3. Getting Started – The essentials for everyday work
- 4. For Business Users – Use individual modules confidently and efficiently
- Master data4. For Business Users – Use individual modules confidently and efficiently
- Items4. For Business Users – Use individual modules confidently and efficiently / Master data
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Overview4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Details4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Sales4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Procurement4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Text4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Image4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Warehouse4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Stock history4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Set4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Macro4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Production4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Accessories4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Categories4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Catalog numbers4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Production step resources4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Production step items4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Production time4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Set usage4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Production use4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Line item list4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Sales4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Contracts4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Local4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Changelog4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Attachments4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Extra fields4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Tabs
- Stock items4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Procurement type4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Decimal places4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Units of measure4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Price units4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Individualization4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Serial numbers4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Individualization
- Batch numbers4. For Business Users – Use individual modules confidently and efficiently / Master data / Items / Individualization
- Sets4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Accessories4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Macros4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Item templates4. For Business Users – Use individual modules confidently and efficiently / Master data / Items
- Business partners4. For Business Users – Use individual modules confidently and efficiently / Master data
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Address4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Options4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Customer details4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Supplier details4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Contacts4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Delivery addresses4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Billing addresses4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Catalog numbers4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Purchase price lists4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Sales4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Info4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Image4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Category4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- CRM4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Email4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Bulk emails4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Document list4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Line item list4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Dunning notice list4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Open items4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Bank details4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Portal4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Account ledger4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Local4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Changelog4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Attachments4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Additional fields4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners / Tabs
- Basics4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Customers4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Suppliers4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Contacts4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Delivery addresses4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Billing addresses4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Catalog numbers4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Purchase price lists4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Categories4. For Business Users – Use individual modules confidently and efficiently / Master data / Business partners
- Document chain4. For Business Users – Use individual modules confidently and efficiently / Master data
- Price management4. For Business Users – Use individual modules confidently and efficiently / Master data
- Items4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management
- Sales4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Items
- Price lists4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Items / Sales
- Procurement4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Items
- Purchasing4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Items / Procurement
- Production4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Items / Procurement
- Discount groups4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Items
- Discount4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Items / Discount groups
- Quantity discount4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Items / Discount groups
- Document4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management
- Price4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Document
- Discount4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Document
- Quantity discount4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Document
- Document discount4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management / Document
- Deposit items4. For Business Users – Use individual modules confidently and efficiently / Master data / Price management
- Warehouse4. For Business Users – Use individual modules confidently and efficiently / Master data
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Master data / Warehouse
- Overview4. For Business Users – Use individual modules confidently and efficiently / Master data / Warehouse / Tabs
- Items4. For Business Users – Use individual modules confidently and efficiently / Master data / Warehouse / Tabs
- History4. For Business Users – Use individual modules confidently and efficiently / Master data / Warehouse / Tabs
- Storage locations4. For Business Users – Use individual modules confidently and efficiently / Master data / Warehouse / Tabs
- Employees4. For Business Users – Use individual modules confidently and efficiently / Master data
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Master data / Employees
- Overview4. For Business Users – Use individual modules confidently and efficiently / Master data / Employees / Tabs
- Details4. For Business Users – Use individual modules confidently and efficiently / Master data / Employees / Tabs
- Vacation entitlement history4. For Business Users – Use individual modules confidently and efficiently / Master data / Employees / Tabs
- Portal4. For Business Users – Use individual modules confidently and efficiently / Master data / Employees / Tabs
- Attachments4. For Business Users – Use individual modules confidently and efficiently / Master data / Employees / Tabs
- Additional fields4. For Business Users – Use individual modules confidently and efficiently / Master data / Employees / Tabs
- Text blocks4. For Business Users – Use individual modules confidently and efficiently / Master data
- Projects4. For Business Users – Use individual modules confidently and efficiently / Master data
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Master data / Projects
- Overview4. For Business Users – Use individual modules confidently and efficiently / Master data / Projects / Tabs
- Line items4. For Business Users – Use individual modules confidently and efficiently / Master data / Projects / Tabs
- Documents4. For Business Users – Use individual modules confidently and efficiently / Master data / Projects / Tabs
- Attachments4. For Business Users – Use individual modules confidently and efficiently / Master data / Projects / Tabs
- Additional fields4. For Business Users – Use individual modules confidently and efficiently / Master data / Projects / Tabs
- Resources4. For Business Users – Use individual modules confidently and efficiently / Master data
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Master data / Resources
- Overview4. For Business Users – Use individual modules confidently and efficiently / Master data / Resources / Tabs
- Details4. For Business Users – Use individual modules confidently and efficiently / Master data / Resources / Tabs
- Prices4. For Business Users – Use individual modules confidently and efficiently / Master data / Resources / Tabs
- Info4. For Business Users – Use individual modules confidently and efficiently / Master data / Resources / Tabs
- Production steps4. For Business Users – Use individual modules confidently and efficiently / Master data / Resources / Tabs
- Attachments4. For Business Users – Use individual modules confidently and efficiently / Master data / Resources / Tabs
- Attachments4. For Business Users – Use individual modules confidently and efficiently / Master data
- Translations4. For Business Users – Use individual modules confidently and efficiently / Master data
- Modules4. For Business Users – Use individual modules confidently and efficiently
- Documents4. For Business Users – Use individual modules confidently and efficiently / Modules
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents
- Overview4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents / Tabs
- Line items4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents / Tabs
- Field service4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents / Tabs
- Equipment service4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents / Tabs
- Approvals4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents / Tabs
- Contract4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents / Tabs
- Archive4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents / Tabs
- Additional fields4. For Business Users – Use individual modules confidently and efficiently / Modules / Documents / Tabs
- Sales4. For Business Users – Use individual modules confidently and efficiently / Modules
- Sales line items4. For Business Users – Use individual modules confidently and efficiently / Modules / Sales
- Purchasing4. For Business Users – Use individual modules confidently and efficiently / Modules
- Purchase line items4. For Business Users – Use individual modules confidently and efficiently / Modules / Purchasing
- Warehouse operations4. For Business Users – Use individual modules confidently and efficiently / Modules
- Warehouse types4. For Business Users – Use individual modules confidently and efficiently / Modules / Warehouse operations
- Inventory count (inventory)4. For Business Users – Use individual modules confidently and efficiently / Modules / Warehouse operations
- Inventory revaluation4. For Business Users – Use individual modules confidently and efficiently / Modules / Warehouse operations
- Stock transfer4. For Business Users – Use individual modules confidently and efficiently / Modules / Warehouse operations
- Picking4. For Business Users – Use individual modules confidently and efficiently / Modules
- Packing4. For Business Users – Use individual modules confidently and efficiently / Modules
- Box types4. For Business Users – Use individual modules confidently and efficiently / Modules / Packing
- Boxes4. For Business Users – Use individual modules confidently and efficiently / Modules / Packing
- Packing list items4. For Business Users – Use individual modules confidently and efficiently / Modules / Packing
- Shipping4. For Business Users – Use individual modules confidently and efficiently / Modules
- Shipping company4. For Business Users – Use individual modules confidently and efficiently / Modules / Shipping
- Shipping methods4. For Business Users – Use individual modules confidently and efficiently / Modules / Shipping
- Production4. For Business Users – Use individual modules confidently and efficiently / Modules
- Procurement wizard4. For Business Users – Use individual modules confidently and efficiently / Modules
- Basics4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard
- Purchasing wizard4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard / Purchasing wizard
- Purchasing for sales4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard / Purchasing wizard / Tabs
- Purchasing for stock4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard / Purchasing wizard / Tabs
- Purchasing for production4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard / Purchasing wizard / Tabs
- Production wizard4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard
- Tabs4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard / Production wizard
- Production for sales4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard / Production wizard / Tabs
- Production for stock4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard / Production wizard / Tabs
- Production for production orders4. For Business Users – Use individual modules confidently and efficiently / Modules / Procurement wizard / Production wizard / Tabs
- Field service4. For Business Users – Use individual modules confidently and efficiently / Modules
- Basics4. For Business Users – Use individual modules confidently and efficiently / Modules / Field service
- Equipment service4. For Business Users – Use individual modules confidently and efficiently / Modules
- Basics4. For Business Users – Use individual modules confidently and efficiently / Modules / Equipment service
- Contract management4. For Business Users – Use individual modules confidently and efficiently / Modules
- Basics4. For Business Users – Use individual modules confidently and efficiently / Modules / Contract management
- Document relationship diagram4. For Business Users – Use individual modules confidently and efficiently / Modules
- Approvals4. For Business Users – Use individual modules confidently and efficiently / Modules
- CRM4. For Business Users – Use individual modules confidently and efficiently / Modules
- Basics4. For Business Users – Use individual modules confidently and efficiently / Modules / CRM
- Intercom4. For Business Users – Use individual modules confidently and efficiently / Modules
- Wiki4. For Business Users – Use individual modules confidently and efficiently / Modules
- Bulletin4. For Business Users – Use individual modules confidently and efficiently / Modules
- Archiving4. For Business Users – Use individual modules confidently and efficiently / Modules
- E-Sticky Notes4. For Business Users – Use individual modules confidently and efficiently / Modules
- Email4. For Business Users – Use individual modules confidently and efficiently / Modules
- Calendar4. For Business Users – Use individual modules confidently and efficiently / Modules
- DMS4. For Business Users – Use individual modules confidently and efficiently / Modules
- SmartPool4. For Business Users – Use individual modules confidently and efficiently / Modules / DMS
- SmartSearch4. For Business Users – Use individual modules confidently and efficiently / Modules / DMS
- AI assistant4. For Business Users – Use individual modules confidently and efficiently / Modules
- Finance4. For Business Users – Use individual modules confidently and efficiently / Modules
- Chart of accounts4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Account Types4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Chart of accounts
- Posting periods4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Journal entry4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Postings4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Account reconciliation4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Financial transfer4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Transfer suggestions4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial transfer
- Open item management4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Open items4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Open item management
- Open item reconciliation4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Open item management
- Payment wizard4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Payment run4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Dunning wizard4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Dunning notices4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Bank management4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Asset accounting4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Fixed asset groups4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Asset accounting
- Depreciation type4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Asset accounting
- Asset classes4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Asset accounting
- Fixed assets4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Asset accounting
- Depreciation assistant4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Asset accounting
- Financial reports4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance
- Cash flow4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Balance sheet4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Balance sheet chart of accounts4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Profit and loss statement (P&L)4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Business evaluation (BWA)4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Trial balance4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Posting journal (journal)4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Fixed asset schedule4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Account ledger4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Open item list4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Cost center overview4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Cost object overview4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Cost element overview4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- Cost center and cost element4. For Business Users – Use individual modules confidently and efficiently / Modules / Finance / Financial reports
- 5. For Key Users – Understand and prepare processes
- Basic settings5. For Key Users – Understand and prepare processes
- Company5. For Key Users – Understand and prepare processes / Basic settings
- Company settings5. For Key Users – Understand and prepare processes / Basic settings / Company
- Company locations5. For Key Users – Understand and prepare processes / Basic settings / Company
- Countries5. For Key Users – Understand and prepare processes / Basic settings / Company
- ZIP code5. For Key Users – Understand and prepare processes / Basic settings / Company
- Languages5. For Key Users – Understand and prepare processes / Basic settings / Company
- Time zones5. For Key Users – Understand and prepare processes / Basic settings / Company
- Program settings5. For Key Users – Understand and prepare processes / Basic settings
- Support settings5. For Key Users – Understand and prepare processes / Basic settings
- AI (Artificial Intelligence)5. For Key Users – Understand and prepare processes / Basic settings
- AI translations5. For Key Users – Understand and prepare processes / Basic settings / AI (Artificial Intelligence)
- AI Email Info5. For Key Users – Understand and prepare processes / Basic settings / AI (Artificial Intelligence)
- AI text info5. For Key Users – Understand and prepare processes / Basic settings / AI (Artificial Intelligence)
- Chatbot settings5. For Key Users – Understand and prepare processes / Basic settings / AI (Artificial Intelligence)
- Chatbot information5. For Key Users – Understand and prepare processes / Basic settings / AI (Artificial Intelligence)
- Finance5. For Key Users – Understand and prepare processes
- Check data5. For Key Users – Understand and prepare processes / Finance
- Year-end procedures5. For Key Users – Understand and prepare processes / Finance
- Years5. For Key Users – Understand and prepare processes / Finance / Year-end procedures
- Posting Period Wizard5. For Key Users – Understand and prepare processes / Finance / Year-end procedures
- Balance carry forward for general ledger accounts5. For Key Users – Understand and prepare processes / Finance / Year-end procedures
- Balance carry forward for customers and suppliers5. For Key Users – Understand and prepare processes / Finance / Year-end procedures
- Closing entries5. For Key Users – Understand and prepare processes / Finance / Year-end procedures
- Define tax groups5. For Key Users – Understand and prepare processes / Finance
- Tax type5. For Key Users – Understand and prepare processes / Finance / Define tax groups
- Tax codes5. For Key Users – Understand and prepare processes / Finance / Define tax groups
- E-invoice category5. For Key Users – Understand and prepare processes / Finance / Define tax groups
- Prepare dunning5. For Key Users – Understand and prepare processes / Finance
- Dunning levels5. For Key Users – Understand and prepare processes / Finance / Prepare dunning
- Prepare cost accounting5. For Key Users – Understand and prepare processes / Finance
- Cost objects5. For Key Users – Understand and prepare processes / Finance / Prepare cost accounting
- Cost centers5. For Key Users – Understand and prepare processes / Finance / Prepare cost accounting
- Cost elements5. For Key Users – Understand and prepare processes / Finance / Prepare cost accounting
- Use account determination5. For Key Users – Understand and prepare processes / Finance
- Business partner finance groups5. For Key Users – Understand and prepare processes / Finance / Use account determination
- Item finance groups5. For Key Users – Understand and prepare processes / Finance / Use account determination
- Preparation of financial reports5. For Key Users – Understand and prepare processes / Finance
- Account classes5. For Key Users – Understand and prepare processes / Finance / Preparation of financial reports
- Balance sheet groups5. For Key Users – Understand and prepare processes / Finance / Preparation of financial reports
- P&L groups5. For Key Users – Understand and prepare processes / Finance / Preparation of financial reports
- BWA groups5. For Key Users – Understand and prepare processes / Finance / Preparation of financial reports
- Preparation for transfer5. For Key Users – Understand and prepare processes / Finance
- System mapping5. For Key Users – Understand and prepare processes / Finance / Preparation for transfer
- Company bank accounts5. For Key Users – Understand and prepare processes / Finance
- Currencies5. For Key Users – Understand and prepare processes / Finance
- Currency API5. For Key Users – Understand and prepare processes / Finance / Currencies
- Currency rates5. For Key Users – Understand and prepare processes / Finance / Currencies
- Use continuous inventory value postings5. For Key Users – Understand and prepare processes / Finance
- Inventory and order management5. For Key Users – Understand and prepare processes
- Document chain5. For Key Users – Understand and prepare processes / Inventory and order management
- Item templates5. For Key Users – Understand and prepare processes / Inventory and order management
- Item groups5. For Key Users – Understand and prepare processes / Inventory and order management
- Units of measure5. For Key Users – Understand and prepare processes / Inventory and order management
- Price units5. For Key Users – Understand and prepare processes / Inventory and order management
- Partner groups5. For Key Users – Understand and prepare processes / Inventory and order management
- Payment terms5. For Key Users – Understand and prepare processes / Inventory and order management
- Delivery terms5. For Key Users – Understand and prepare processes / Inventory and order management
- Commission groups5. For Key Users – Understand and prepare processes / Inventory and order management
- Assign initial business partner numbers5. For Key Users – Understand and prepare processes / Inventory and order management
- Assign initial document numbers5. For Key Users – Understand and prepare processes / Inventory and order management
- Email initialization5. For Key Users – Understand and prepare processes
- Email system5. For Key Users – Understand and prepare processes / Email initialization
- Email folder5. For Key Users – Understand and prepare processes / Email initialization
- Email template groups5. For Key Users – Understand and prepare processes / Email initialization
- Email templates5. For Key Users – Understand and prepare processes / Email initialization / Email template groups
- Email categories5. For Key Users – Understand and prepare processes / Email initialization
- Incoming and outgoing email rules5. For Key Users – Understand and prepare processes / Email initialization
- Spam protection5. For Key Users – Understand and prepare processes / Email initialization
- Calendar initialization5. For Key Users – Understand and prepare processes
- Calendar names5. For Key Users – Understand and prepare processes / Calendar initialization
- Calendar entry categories5. For Key Users – Understand and prepare processes / Calendar initialization
- Holiday calendar5. For Key Users – Understand and prepare processes / Calendar initialization
- Working Day Assistant5. For Key Users – Understand and prepare processes / Calendar initialization
- Working days5. For Key Users – Understand and prepare processes / Calendar initialization
- 6. For Customizers – Adapt screens and forms to your requirements
- User interface6. For Customizers – Adapt screens and forms to your requirements
- Desktop menu6. For Customizers – Adapt screens and forms to your requirements / User interface
- Role menu6. For Customizers – Adapt screens and forms to your requirements / User interface
- Desktop configurator6. For Customizers – Adapt screens and forms to your requirements / User interface
- Menu configurator6. For Customizers – Adapt screens and forms to your requirements / User interface
- Column editor6. For Customizers – Adapt screens and forms to your requirements / User interface
- Expand doc chain6. For Customizers – Adapt screens and forms to your requirements
- Output control6. For Customizers – Adapt screens and forms to your requirements
- Report designer6. For Customizers – Adapt screens and forms to your requirements
- 01. Getting started and a safe workflow6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 02. Surface and operating areas6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 03. Open, copy and save report templates6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 04. Data source, data member and field list6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 05. Ribbons and print order6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 06. Controls from the toolbox6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 07. Tables and repeated detail rows6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 08. Layout, alignment and page settings6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 09. Data fields and expression editor6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 10. Calculated fields, totals and running values6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 11. Format numbers, dates and text6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 12. Sorting, grouping and pagination6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 13. Parameters and filters6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 14. Styles and conditional formatting6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 15. Images, barcodes and page information6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 16. Master detail and sub reports6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 17. Multilingual reports6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 18. Preview, print and export6. For Customizers – Adapt screens and forms to your requirements / Report designer
- 19. Test, release and fix bugs6. For Customizers – Adapt screens and forms to your requirements / Report designer
- Dashboard designer6. For Customizers – Adapt screens and forms to your requirements
- 01. Getting started and a safe workflow6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 02. Surface and operating areas6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 03. Open, copy and save dashboards6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 04. Data sources, queries and data preview6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 05. Dimensions, metrics and aggregations6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 06. Select dashboard elements specifically6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 07. Charts and time series6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 08. Grid and Pivot6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 09. KPI cards, gauges and geographical maps6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 10. Filter elements and time periods6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 11. Calculated fields and expressions6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 12. Formatting, sorting and top N6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 13. Parameters and filter logic6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 14. Master filter, drill-down and interactivity6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 15. Conditional formatting and color scheme6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 16. Layout, groups and tabs6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 17. Titles, labels, currencies and units6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 18. Viewer, export and distribution6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- 19. Testing, performance and release6. For Customizers – Adapt screens and forms to your requirements / Dashboard designer
- Extra tables6. For Customizers – Adapt screens and forms to your requirements
- Extra fields6. For Customizers – Adapt screens and forms to your requirements
- Formatted search6. For Customizers – Adapt screens and forms to your requirements
- Toolbox fields6. For Customizers – Adapt screens and forms to your requirements
- Toolbox validation6. For Customizers – Adapt screens and forms to your requirements
- Toolbox buttons6. For Customizers – Adapt screens and forms to your requirements
- Toolbox (Import+Export)6. For Customizers – Adapt screens and forms to your requirements
- 7. For Company Database Managers – Set up and maintain company databases
- 01. Check access and change password7. For Company Database Managers – Set up and maintain company databases
- 02. Create employees7. For Company Database Managers – Set up and maintain company databases
- 03. Create users and link them to the employee data record7. For Company Database Managers – Set up and maintain company databases
- 04. Adjust rights7. For Company Database Managers – Set up and maintain company databases
- 05. Database copy and data maintenance7. For Company Database Managers – Set up and maintain company databases
- 06. Basic settings, test and handover7. For Company Database Managers – Set up and maintain company databases
- 8. For System Administrators – Set up servers and create company databases
- 01. System architecture and technical structure8. For System Administrators – Set up servers and create company databases
- 02. Prepare Windows Server 20258. For System Administrators – Set up servers and create company databases
- 03. Install MS SQL Server 20258. For System Administrators – Set up servers and create company databases
- 04. Activate Internet Information Services8. For System Administrators – Set up servers and create company databases
- 05. Install .NET Hosting Bundle8. For System Administrators – Set up servers and create company databases
- 06. Install X-ERP-LandscapeDirectory-Creator and create XLD database8. For System Administrators – Set up servers and create company databases
- 07. X-ERP-Company-Creator (create a company database / tenant)8. For System Administrators – Set up servers and create company databases
- 08. Install X-ERP8. For System Administrators – Set up servers and create company databases
- 09. X-ERP-Configurator8. For System Administrators – Set up servers and create company databases
- 10. Set up certificate8. For System Administrators – Set up servers and create company databases
- 11. Bind certificate to port8. For System Administrators – Set up servers and create company databases
- 12. Pass access data to the company database manager8. For System Administrators – Set up servers and create company databases
- 13. Backup, monitoring and recovery8. For System Administrators – Set up servers and create company databases
- 14. Updates and operational documentation8. For System Administrators – Set up servers and create company databases
- 9. For Migration Specialists – Import and optimize data from other systems
- Basics9. For Migration Specialists – Import and optimize data from other systems
- Data inventory, mapping and management rules9. For Migration Specialists – Import and optimize data from other systems
- Cleanup, order and references9. For Migration Specialists – Import and optimize data from other systems
- Test migration, checksums and acceptance9. For Migration Specialists – Import and optimize data from other systems
- Cutover, fallback plan and go-live9. For Migration Specialists – Import and optimize data from other systems
- SQL or CSV?9. For Migration Specialists – Import and optimize data from other systems
- CSV9. For Migration Specialists – Import and optimize data from other systems / SQL or CSV?
- SQL9. For Migration Specialists – Import and optimize data from other systems / SQL or CSV?
- File attachments9. For Migration Specialists – Import and optimize data from other systems
- 10. For Integration Specialists – Connect APIs and external systems
- Introductory video10. For Integration Specialists – Connect APIs and external systems
- APIs10. For Integration Specialists – Connect APIs and external systems
- 01. Quick start10. For Integration Specialists – Connect APIs and external systems / APIs
- 02. Authentication and permissions10. For Integration Specialists – Connect APIs and external systems / APIs
- 03. Endpoint reference10. For Integration Specialists – Connect APIs and external systems / APIs
- 04. Examples and downloads10. For Integration Specialists – Connect APIs and external systems / APIs
- 05. Error handling and operation10. For Integration Specialists – Connect APIs and external systems / APIs
- 06. Releases and release notes10. For Integration Specialists – Connect APIs and external systems / APIs
- 01. Integration architecture and supported scope10. For Integration Specialists – Connect APIs and external systems
- 02. Authentication and session cookies10. For Integration Specialists – Connect APIs and external systems
- 03. API permissions and a dedicated integration user10. For Integration Specialists – Connect APIs and external systems
- 04. Endpoints, data contracts and responses10. For Integration Specialists – Connect APIs and external systems
- 05. Filtering, pagination and large datasets10. For Integration Specialists – Connect APIs and external systems
- 06. Synchronize items and business partners10. For Integration Specialists – Connect APIs and external systems
- 07. Integrate documents and inventory safely10. For Integration Specialists – Connect APIs and external systems
- 08. Write operations, idempotency and concurrency10. For Integration Specialists – Connect APIs and external systems
- 09. Troubleshooting, logging and recovery10. For Integration Specialists – Connect APIs and external systems
- 10. Testing, acceptance and production operation10. For Integration Specialists – Connect APIs and external systems
- 11. For Country Specialists – National requirements and local features
- ZUGFeRD11. For Country Specialists – National requirements and local features
- XRechnung11. For Country Specialists – National requirements and local features
- EDI11. For Country Specialists – National requirements and local features
- DATEV interface11. For Country Specialists – National requirements and local features
- ELSTER export11. For Country Specialists – National requirements and local features
- INTRASTAT declaration11. For Country Specialists – National requirements and local features
- GDPR11. For Country Specialists – National requirements and local features
- GoBD11. For Country Specialists – National requirements and local features
- 12. For Portal Users – Unlimited user licenses for portal apps
- Portal access, roles and security12. For Portal Users – Unlimited user licenses for portal apps
- Data flow between portal and X-ERP12. For Portal Users – Unlimited user licenses for portal apps
- X-ERP.factory – Modern operational data collection for production12. For Portal Users – Unlimited user licenses for portal apps
- X-ERP.ticketsystem – automate customer service: This is how AI helps you12. For Portal Users – Unlimited user licenses for portal apps
- X-ERP.timetracking – Digital time recording for companies12. For Portal Users – Unlimited user licenses for portal apps
- X-ERP.webshop – Online Shop & ERP: Finally a real unit12. For Portal Users – Unlimited user licenses for portal apps
- X-ERP.marketplace – The marketplace solution for X-ERP12. For Portal Users – Unlimited user licenses for portal apps
- 13. Plugins – Industry solutions from industry specialists