The official handbook for brainX – the lead-to-cash system for SaaS and IT companies. Contracts, billing and cashflow in one system.
Step-by-step guide: account data, tax rates, number ranges, DATEV connection and first contract template.
Use the quick search to find records, modules and settings in seconds.
Neue Funktionen in den brainX Systemautomationen: Knoten gruppieren, Automationen durchsuchen, Wochentage und Feiertage …
11 areas – sorted by task, not by module.
Product versions, technical requirements and packages
4 pagesOpenSetup and initial configuration of the system
2 pagesOpenStructure and operation of the user interface
23 pagesOpenPersonal user settings and integrations
6 pagesOpenSystem-wide configurations for administrators
53 pagesOpenCSV import, export and bulk updates
4 pagesOpenDashboards and widgets on the brainX start page
4 pagesOpenDescription of all available modules with fields, actions and practical examples
48 pagesOpenIntegrations and external connections
3 pagesOpenGlossary of terms and abbreviations from the handbook
1 pageOpenAnswers to frequently asked questions about brainX
1 pageOpenWatch brainX in action, talk to our team or join a live webinar.
