Help centre
How each ForXell screen works, explained simply. These articles come from the help built into the software.
Sales
📦 Preparations & serial numbersAn intermediate step between the customer order and the delivery note. This allows the technical team to prepa…
🛒 Counter sales (receipts and quick checkout)Counter sales comprise invoices created directly, without a prior order or quotation: the customer pays immedi…
📜 Contracts & subscriptions (maintenance, support, licences)The Contracts & Subscriptions screen lists your customers’ recurring contracts: maintenance, support and licen…
✅ Validations (actions suggested by the AI)The approval queue lists the actions proposed by the ERP’s AI agents: each proposal awaits a human decision. ‘…
🛠️ Customer After-Sales Service (after-sales files)The Customer After-Sales Service screen lists all your customers’ after-sales service cases: product concerned…
↩️ Customer returns (RMA) — from submission to credit note or refundManage your customers’ return requests using RMA files: accept or reject the request, automatically send a ret…
📤 Exporting invoicesThis screen allows you to export your invoices (or a selection of invoices) to an external file, so that you c…
🧾 Customer invoices (and credit notes)An invoice is the official sales document recording a customer transaction. It lists the items/services, calcu…
📦 Customer ordersRecording a confirmed sale: quantities, prices, customer, deposit and balance. Starting point for creating a p…
📋 Quotations (customer quotes)A sales document offering products/services to a customer, including quantities, prices, discounts and guarant…
🚚 Delivery Note (DN)The Delivery Note (DN) is a commercial document that records the removal of stock and the delivery of products…
🏗️ Construction projects: margin tracking, financial statements and retention of titleThe Projects module tracks a works contract from the signed quotation through to final invoicing: fixed budget…
Cash Register & Point of Sale
🧾 Cash register (point of sale / POS)The POS module transforms ForXell into a point of sale: you search for a product, add it to your basket, proce…
🍽️ EatXell — Catering (dining area, tables, stations)EatXell integrates the dining area and kitchen with the till system: a floor plan, an open bill per table, sen…
🧑🍳 EatXell — Service station (dining area)The service terminal is the server’s screen, displayed in full-screen mode on a tablet: floor plan, opening a …
🍳 EatXell — Kitchen display system (KDS) and order slipsThe kitchen screen displays the orders sent from the dining area, station by station: order of arrival, a colo…
📖 EatXell — Menu, set menus and optionsThis screen determines what the waiter sees: menus organised by context (establishment, channel, dining room, …
📅 EatXell — Bookings, HACCP, costs and wastageTwo screens for managing the business: operations (booking log, HACCP self-checks, reports by lunch and dinner…
📱 EatXell — Online ordering (click & collect, QR, self-service terminal)All orders your customers place WITHOUT a waiter: via a public link (click & collect), via the QR code on a ta…
🖨️ Local printing (devices and printers)To print on a thermal printer located in the shop or restaurant, a small programme is installed on a workstati…
Finance & Cash Flow
💶 Invoice financing (cash advance)Invoice financing allows you to receive an immediate cash advance against a customer invoice that the customer…
📊 Cash Flow DashboardThe cash flow dashboard displays your projected cash flow: what your customers owe you (incoming payments) min…
💰 Payments journalThis screen lists all payments recorded against your customer invoices, showing the amount received during the…
🔴 Outstanding paymentsThis screen lists all outstanding customer invoices, showing their due dates, outstanding balances and a remin…
📋 Sales, receipts and reminder listsThis screen brings together customisable financial reports: sales, cash receipts and reminders, which can be v…
📆 Payments schedule (supplier cash flow, AI-generated report)This screen uses AI to automatically read LCR direct debit notices sent by your suppliers (PDFs uploaded or re…
🏦 AI cash application (automatic payment matching)This module uses AI to automatically read payment notifications sent by your customers (bank transfers, batch …
🔮 Proactive AI (financial alerts)This module continuously monitors your financial data and proactively alerts you to situations requiring atten…
🏢 Group consolidationThis module provides a consolidated view of the figures for several companies within the same group, by aggreg…
Accounting
📒 Advanced accounting — reconciliation, account reconciliation, currencies, year-end closingBeyond the general ledger: reconcile your bank statements, reconcile third-party accounts, enter manual entrie…
🔀 Bank reconciliation, account reconciliation and journal entriesThis advanced accounting screen brings together day-to-day bookkeeping tasks: bank reconciliation (matching yo…
⌨️ Entering journal entries non-stopThis screen allows you to enter accounting entries very quickly using the keyboard, without touching the mouse…
📚 Trial balance, general ledger and financial statementsThis group of screens provides the standard accounting overview: the Trial Balance (debit/credit/balance of ea…
📓 Accounting journalsThis screen lists the company’s accounting journals (Sales, Purchases, Bank, Miscellaneous Transactions, A/P, …
🗂️ Chart of accountsThe chart of accounts lists all the company’s accounts (number, description, class, type) and enables them to …
🏗️ Fixed assets and depreciationThis screen manages the company’s fixed assets register (equipment, furniture, etc.) and calculates their depr…
📐 Cost accounting and budgetsThis set of two screens allows you to track your accounts by cost centre (analytical section: branch, activity…
⚖️ Provisions for doubtful debtsThis screen allows you to recognise a provision for doubtful debts (a customer who is not paying and whose pay…
🏛️ FEC, DATEV and tax return exportsThis screen generates the files required by the tax authorities or your accountant: the FEC (Accounting Entrie…
💸 Payments to suppliers (SEPA transfers)This screen organises payments to your suppliers: it lists outstanding payables that have not yet been reconci…
🔁 SEPA direct debits from customersThis screen processes your customers’ payments via SEPA direct debit: management of signed mandates (RUM, FRST…
⏳ Aged balance sheet and remindersThis screen sorts unreconsiliated trade receivables and trade payables by age (not yet due, 0–30, 31–60, 61–90…
🧾 Consolidation of journals and subsidiary ledgersThis read-only screen comprises three views: a summary by journal (total debits/credits and number of entries …
🔒 Monthly period-end closingPeriod locking prevents any new dated entries from being made in a given month: sales, purchases, receipts, mi…
🧮 Accounting: getting startedEntry point for the ForXell Accounting module: viewing entries (trial balance, general ledger, journals, chart…
Compliance & International
⚡ Electronic invoicing — 2026 reform & channels by countryThis screen manages multi-country electronic invoicing: issuing your sales invoices via the relevant country’s…
💱 Multi-currency — selling and invoicing in foreign currenciesCreate your sales documents (quotation → order → delivery note → invoice) in foreign currencies (USD, GBP, CHF…
🇪🇺 EU VAT: OSS/IOSS, Intrastat and summary statementThis screen generates your VAT returns relating to trade within the European Union: OSS portal (B2C sales to p…
This article, and all the others, are available directly inside ForXell.
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