Kalex24 – Buchhaltung Schweiz

Kalex24 is the mobile app for the Kalex24 accounting software. On the go, you can see what's happening in your company and take care of small tasks immediately: look up and share an invoice, record an incoming payment in your accounting system, or photograph a receipt.

WHO IT'S FOR

• SMEs that manage their accounting with Kalex24

• Accountants and trustees who work with multiple companies in Kalex24

WHAT YOU CAN DO WITH THE APP

• Overview: "To do today" with open tasks and key performance indicators (KPIs) such as liquidity, receivables, payables, and profit

• Invoices: filter by status (draft, open, overdue, paid), view details with payment reference, open the PDF with QR code payment, share, or print

• Record incoming payments: enter an incoming payment directly into your accounting system on the corresponding invoice; The app does not initiate bank payments.

• Contacts: Search for customers and suppliers, call them, send an email, or open their address in the map app.

• Capture receipts: Photograph a receipt or supplier invoice, select one from photos, and save it as a draft purchase or attach it to an existing purchase without a receipt.

• Scan QR invoices: Read the QR code of a supplier invoice with the camera or from a photo and save it as a draft purchase – without initiating a payment. The app only adds new suppliers with your consent.

• Bank: View open bank transactions with the suggested status (green, yellow, red) and assign recognized transactions to their invoices, individually or all at once. The app does not process bank payments.

• Clients: Overview of all outstanding issues for all companies and switch directly to the correct company.

• Payroll: View the current payroll month's status (with payroll access).

• Switch between companies: Switch between all companies you have access to.

• Alpi the ibex explains the most important pages and provides step-by-step instructions for key processes.

SWISS FORMATS

• Amounts in CHF with Swiss number format (1,234.50), date as DD.MM.YYYY

• German and French
• Light and dark modes; layouts for large system fonts and labeled controls for screen readers.

GOOD TO KNOW

• You need Kalex24 access to use the app. You can obtain access or request a demonstration by contacting info@2tech.ch.

• The app uses the same data as the Kalex24 web application. You continue to create invoices, post entries, prepare financial statements, and generate VAT returns in your browser.

• The app contains no advertising and does not integrate any tracking or analytics services.

Kalex24 is a service provided by 2TECH Technology AG.