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Getting Started For Users

6
  • Basic operation of ems Mobile
  • Basic operation ems Web
  • Using time recording
    • Time recording terminals
  • Managing your user account
    • Article favorites
    • Set up and manage user account
    • Personal layout settings

Administration & Settings

13
  • Create checklists
  • Employee and user administration
    • User overview
    • Notifications
    • Create new employee profile
    • Authorizations for employees
    • Store authentications in the ems system
  • System settings
    • Clients / Multiside
    • QR code and NFC for ems Mobile
    • Notifications
    • Text templates for notifications (e-mails)
    • Images, logos and symbols (icons)
  • Importing and exporting data
    • Exporting data
    • Importing data

News, Updates & Technology

24
  • ems licensing
  • Initialize and set up new system
  • New web layout X3
  • Time and data recording terminals
    • Protected: Technical information on terminals
    • Datafox Terminals
    • ems terminals (TT5, MT7)
  • Software installation
    • Infrastructure requirements for the system
    • ems Installation Tool
    • Configure ems Server Tool
    • ems Mobile on the smartphone
    • ems Client
    • Protected: Presentation systems
  • Integrations & interfaces
    • Protected: API for RESSIS / ARVIS
    • User parameters
    • System parameters
    • Public web services
    • Interfaces
    • Protected: API access (Rest web service)
    • Protected: API for SUGB inspection app
    • Mailjet connection (for campaigns)
    • WooCommerce connection
    • 3CX telephone system
    • Set up your own e-mail server
    • Protected: API for ems Pos App

Time Tracking

32
  • Working time recording
    • Record and edit times (ems Mobile)
    • Own hours and vacation balances (ems Web)
    • Release of your own time recording (ems Web)
    • Time recording (ems Web)
    • Break regulation
    • Time recording and time requests via quick panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Approve time requests, times and compensation (ems Web) – Instructions for line managers
    • Release of time recording (ems Mobile)
    • Warning and error messages during release
    • Release of employee reports
    • Target hours (target timetables / public holidays)
    • Time credits (vacation, flexitime)
    • Visa revocation
    • General warning and error messages
  • Absence management
    • Own hours and vacation balances (ems Web)
    • Break regulation
    • Enter time requests (ems Web)
    • Time recording and time requests via quick panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Enter and edit time requests (ems Mobile)
    • Approve time requests, times and compensation (ems Web) – Instructions for line managers
    • Target hours (target timetables / public holidays)
    • Error messages during the release of time requests
    • Cancellation of approved time requests
    • Time credits (vacation, flexitime)
    • Release of time requests
  • Bonuses and overtime calculation
    • Time credits (vacation, flexitime)
  • Compensation
    • Record compensation (ems Web)
    • Record and process compensation (ems Mobile)

Customer & Address Management

13
  • Customer management
    • Customer networks
    • Enter new customer address (ems Web)
    • Manage customer addresses
    • Copy customer address
    • Difference between customer groups, properties, authorization roles and relationships
    • Authorization roles for customers
    • 3CX telephone system
    • Importing customer data
    • Mailjet connection (for campaigns)
  • Supplier management
    • Manage supplier addresses
    • Enter and edit supplier address
    • Authorization roles for suppliers
    • Copy supplier address

Orders & Sales

23
  • Quotation creation
    • Create and manage offers
    • Offer settings
  • Order management
    • Shift planning for the customer order (ems Web)
    • Enter new customer order
    • Time and compensation recording for the customer order (ems Web)
    • Order status, billing, order completion
    • Payment plan (recurring invoices)
    • Record material (ems Web)
    • Checklists for the customer order (ems Mobile)
    • Record services (ems Web)
    • Record material (ems Mobile)
    • Time and compensation recording for customer orders (ems Mobile)
    • Processing a customer order (ems Mobile)
    • Authorizations for customer orders
    • Checklists for the customer order (ems Web)
    • Record services (ems Mobile)
    • Completing the customer order (ems Mobile)
    • Create checklists
    • Clearing types
  • Point of Sale (POS) System
    • Process sales orders (via tablet – ems Mobile)
  • Marketing Campaigns
    • Campaign rules
    • Create marketing campaigns
    • Manage marketing campaigns

Procurement & Logistics

8
  • Product & Article Management
    • Special food labeling
    • Article bundles
    • Article variants
    • WooCommerce connection
    • Importing article master data and article prices
    • Manage articles
    • Article types
    • Create and edit articles

Finance & Accounting

6
  • Accounts payable management
    • Receive creditors via e-mail
    • Scan vendor invoices
  • Accounts receivable management
    • External recording (other software)
    • Delete or cancel invoices
    • Take over positions
    • Enter invoices

HR & Payroll

6
  • Employee administration
    • User overview
    • Employee resignation
    • Edit employee profile
    • Create new employee profile
    • Authorizations for employees
  • Payroll
    • Set up and adjust payroll accounting

Planning & Resource Management

5
  • Personnel deployment planning
    • Creating a mission entry
    • Views of resource planning (ems Web)
    • Operations planning overview (ems Mobile)
    • Planning groups
    • Authorizations for resource planning

Document Management & Administration

2
  • Outlook signature
  • Add documents via DragDrop
  • Dokumente
  • Administration & Settings
  • System settings
  • Images, logos and symbols (icons)
View Categories

Images, logos and symbols (icons)

Ungefähre Lesedauer: 3 min lesedauer

Images and logos #

On this page you will find an overview of the system settings.

Access to the system settings #

The system settings are accessible behind the user menu (top right of the name) under “System settings”.

The different settings #

System images #

Logos from reports #

All reports (printouts) have the option of adding a logo in the top right-hand corner. The logo must be stored as an image file in 2:1 format (width x height). There are several options for storing an optimal image.

Variant 1: No great demands on quality #

Open a file of your logo and adjust the size to the ratio (2:1). The ideal size has proven to be 400px x 200px. Now save the file in JPG or PNG format and upload it to ems under the system images.
In this variant, white backgrounds are sometimes not displayed correctly or are given a beige or slightly greyish background.

Variant 2: Medium quality requirements #

Proceed as in variant 1. However, save the file as a 256-color BMP. The easiest way to do this in Microsoft Paint is to save as “… BMP with 256 colors”.
By reducing the colors, individual colors in the logo may be distorted. However, the advantage is that the white background is displayed correctly.

Variant 3: High quality requirements #

You can achieve maximum quality requirements in emf or wmf (Windows Metadata File) format.
There is a trick to saving images in this format. Open Microsoft PowerPoint and import or copy your logo into the report. Also adjust the image to the 2:1 format. To avoid losses, you can enlarge the image to the size of the presentation. To save the image file, open the context menu above the image, select “Save graphic …” and save it in emf format.
Transparent backgrounds are also adopted with this variant.

Presentation of quotation and invoice documents #

Position of the sender address #

Determine the position of the sender address. Only the predefined selections are possible. The logo must always be positioned at the top right.

Window position #

Depending on the envelope used, this option can be used to move the address from the left-hand side. Due to the space required for the address, it is always recommended to use the address on the left.

Print logo #

Determine whether the logo should be printed on the report or whether you use letterhead with a pre-printed logo. The quality of the logo printed by the system is always worse than a pre-print on paper. Electronic receipts (PDF) are always printed with a logo and have no influence on this setting.

Symbols (icons) #

ems Web (desktop application) #

With the introduction of layout version 3, the Phosphor icon set is used. Phosphor icons can be stored in various settings. Phosphor icons are always stored with ph-… (for example“ph-trash” for the waste bin). An overview of the icons can be found on the page https://phosphoricons.com/

Important note #

Up to version 2, user-defined images were used as icons instead of an icon set. Some of these are still visible in the settings. These will remain valid until the complete replacement of version 2, after which the above-mentioned phosphor icons must be used.

ems Mobile (Mobile App) #

ems Mobile uses the material icons from Google. All icons are permanently integrated into the system and cannot be customized.

https://fonts.google.com/icons?icon.set=Material+Icons

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Updated on 29. April 2025
Text templates for notifications (e-mails)
Inhaltsübersicht
  • Images and logos
    • Access to the system settings
    • The different settings
      • System images
        • Logos from reports
          • Variant 1: No great demands on quality
          • Variant 2: Medium quality requirements
          • Variant 3: High quality requirements
      • Presentation of quotation and invoice documents
        • Position of the sender address
        • Window position
        • Print logo
  • Symbols (icons)
    • ems Web (desktop application)
      • Important note
    • ems Mobile (Mobile App)

  • Privacy Policy