Cost Estimate

Cost estimate: A new customer field type "Multiple Products" allows you to store services & products in the customer file, which can also be sent by email. Users without a Belbo cash register system can also use this function.

Upload receipts for cash expenses

For each expense, you can now upload a PDF, image or similar to have the original receipts for the expenses readily available.

To do this, go to your cash register module under Expenses, create a corresponding expense, and then you can add your receipt by clicking the Add Document button.

Time Tracking: Settings

(Article under development) Here we explain the setting options for the "Time Tracking" function (or "Check-In" in Switzerland).

You can access this area via Settings > Time Tracking (or Check-In) If this function is not activated, it can be activated via "Settings > Add Function".

Evaluation of Time Tracking

When you use time tracking with Belbo, all team members check in at the start of their work time and check out at the end. Here we explain what reports are available.

You can access this area via Settings > Time Tracking (or Check-In in Switzerland) If this function is not activated, it can be activated via "Settings > Add Function".

Time tracking via schedule

With Belbo, you can record your team members' working hours down to the minute. In the calendar, in addition to the shifts entered in the schedule, the actual start and end time of work for each team member is displayed. A monthly report provides information on the hours worked.

Time tracking via target hours

With Belbo, you can record your team members' working hours down to the minute. In the calendar, in addition to the target hours entered in the employee profile, the actual work start time and end time of the respective team members are displayed. A monthly report provides information about the hours worked.

This type of recording is suitable for permanent employees who have fixed target hours. For freelancers and hourly workers, recording via the duty schedule is more suitable.

You can access this area via Settings > Time Recording If this function is not activated, it can be activated via "Settings > Add Function".

Employee Login with Restricted Permissions

If you want to allow your employees to log in to your Belbo calendar on a private mobile device, for example, they can receive their own logins. This type of login can be restricted in various ways. In everyday work, the Team Login continues to be used on the company computer.

Use case example: Your employees can view their own calendar column, their overtime or sales on their own phone, but not those of other team members. They also cannot log into time tracking from on the go.

Commission Calculator

With the commission calculator function, commissions for employees can be easily managed, calculated and evaluated.

Add vacation

In the following video, we'll show you briefly how to enter vacations. You can find a more detailed video about the work schedule here.

Split revenue of a service between 2 employees

If you offer services that involve two people working simultaneously, the revenue generated must usually also be allocated to these two people. If the service costs €100, for example, this amount can be distributed equally between the employees, or for example also 30/70. We explain how to do this here.