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.
Ein Support-Postfach, mehrere Kollegen — und am Ende weiß keiner, welche Anfrage schon beantwortet ist. Patrick baut den…
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
22 pagesOpenPersonal user settings and integrations
5 pagesOpenSystem-wide configurations for administrators
47 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
2 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.
