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If you have already completed one of the following steps, just skip it.

 

Please have the following information ready.

Definition of standard articles including name, article number, price, VAT rate etc.

Information taken from your previous quotes and invoices.

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Information taken from your previous quotes and invoices.

Activity types and hourly rates

Activity types and hourly rates.

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Activity types and hourly rates.

Employee master data

File folders of your employees.

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File folders of your employees.


1. Register your articles.

In order to use KLARA Projekt, you need to enter your materials, services and products as articles first. This allows you to set the VAT rates.

Needed information: The overview of materials, services and products.

Nice to know.
  1. Articles are base components of KLARA and correspond to the different materials and services. These are for example wall paint, cleaning agents, graphics or consulting. The project team members will report the consumption later within the project. Therefore you will be able to charge your customer directly for the time and work spent.
  2. Please note: You should select at least one item with the product type «Service» (Dienstleistung) in order to create service types. More information will follow in the next step.


2. Define your service types.

Register your service types and set the hourly rates for your services. Examples of service types are: Project management, consulting, secretarial services. 

Needed information: Service types and hourly rates.

Nice to know.

To ensure that everything is correct in the VAT settlement, all service types refer to an article with the product type «Service» (Dienstleistung), as per video «Register your articles».


3. Add your reporters.

Add project members so that they can work on the project. 

Needed information: First name, last name and e-mail address of the reporter.

Good to know.
  1. External reporters: If you do not want to enter project team members as employees in KLARA, you have the option of external reporting. Note, however, that it is currently not possible to convert external reporters into internal employees.
  2. User rights: By default, all reporters can enter their work and materials. Would you like to give a specific reporter access to the whole project? To do this, select the item «Customer relationship manager» (Kundenbeziehungen) in the submenu «User Management» (Benutzerverwaltung).
  3. By the way: You can handle your entire staff administration in KLARA. Create wage slips easily and quickly and transmit payroll reports electronically to the responsible authorities and insurance companies. More information: KLARA Payroll.


You are all set up!

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Well done! Congratulations, you have successfully set up your KLARA Project!

Working with KLARA Project.

If you want to know how to work with KLARA Project,
we have also created a guideline with instructions for you.


Did you already know?

KLARA Project goes hand in hand:

KLARA Accounting.

Use the KLARA Accounting. This way you automatically see which invoices have already been paid. Save time and work with KLARA even more efficiently!

KLARA Payroll.
Create wage slips quickly and easily and transmit the payroll declarations electronically to the responsible authorities and insurance companies.


KLARA supports you.

Discover our offers in different areas, which are available for you for free.

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FAQ
Many questions have already been answered. Just have a look at our FAQs.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Online training courses
Tips, tricks and step-by-step instructions are available in our online training courses.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Videos
KLARA supports you in your work by providing short explanatory videos on individual functions.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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KLARA Community
The KLARA Community is a place for mutual knowledge transfer and information exchange about KLARA.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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