New: users and roles, multi-currency, guided ordering

Fewer pages, less searching: this article shows what you can now do in KMU | base and where to find it.

One page for users and roles

You now manage access and permissions in one place. You find the page under Settings › Company settings › "Users and roles". It has the tabs "People", "By app", "Roles", "Templates", "Approvals" and, for administrators, "Changes".

• People at a glance: for each person you see the status, the access and the level per app.
• Everything in one place: you invite people, create accounts, reset passwords and two-factor sign-in, block accounts and sign devices out.
• Several people at once: you tick them and then invite, assign a role or block.
• Templates: with one click you apply a model person such as "Fitter" or "Accounting" to people.

Earlier links to the "Access" page lead here.

"App only" access

For staff who work only on their phone, choose the access "App only" for the person instead of "Portal and app". After setting their password, these people see a closing page: on the phone, "Open app" starts the app, on a computer the QR code is enough. In the browser they only get this information page. The Office add-in and the desktop app cannot be connected with "App only". Administration and user management require "Portal and app".

Several currencies in Finance | base

The accounting currency remains CHF. You now keep supplier and customer invoices, credit notes and payments in EUR, USD, GBP or any other currency.

• Rates: you enter rates by hand or upload a rate list. When you enter a document, Finance | base suggests the rate, and you can change it on the document at any time.
• Payment at a different rate: the exchange difference is posted.
• Bank and payments: bank reconciliation and payment runs also work in foreign currencies.
• Reporting date: on the reporting date, Finance | base calculates a valuation proposal. It is posted only after you confirm.

You find it under Finance › Settings › Accounting › Currencies.

Recurring invoices with a preview of income

Under Reports › Budget and cash flow, the new "Recurring" tab shows what comes in from subscriptions and recurring invoices. You choose 12, 24, 36 or 60 months and see the income per month and per year, split by interval, with the largest series. You can add paused series as a separate scenario. Amounts are net in CHF; series in foreign currencies are not included.

In addition: series can also run every 2 or 3 years. "Pause" and "End" are separate. A series is only ended after you confirm.

Online | base: order a website step by step

"Add website" now takes you through a guided order: What, Content, Domain, Email, Contact, Summary. Every step is saved, so you can carry on at any time.

• Take over your existing website: we take it over free of charge, improve it and first show it to you as a preview. After your approval we switch over.
• New website: you describe what you need. We prepare a quote based on the work involved.
• Email: new mailboxes or a move of your existing emails.
• Order status: you can see at any time where your order stands and receive instructions for your domain, with a check.

The online shop requires Finance | base.

The AI assistant knows your company

The assistant knows the situation of your company from your master data: companies, booked apps, number of employees and departments, working time models, absence types, number of items and customers, as well as accounting and VAT method. It answers questions such as "Which apps do we have?" or "How do we account for VAT?" directly. It uses only figures and terms, no names of employees or customers, no salaries and no health data. Each person sees only what they have permissions for.

New time clock in HR | base

The time clock in time recording shows what you want to know today:

• Worked today: the time keeps running from when you clocked in, also after switching windows.
• … to go today: you see how much is missing until the daily target, or "Daily target reached, +…".
• No target today: on public holidays, days off, holidays and absences, the reason is shown.
• Time balance: as of last night. It shows how many hours in total you have worked more or less than scheduled.

New sign-in page

The sign-in page greets you with "Good to see you." and fits on one screen. "Stay signed in" and "Forgot password?" sit on one line. Help for first-time access is in the expandable area "First time here or need help signing in?". The page follows the light or dark display of your device.

Try it yourself

Open a demo account with sample data or open your own account straight away.