Les modules Teogest
Les logiciels de gestion Teogest répondent aux 7 grandes fonctions présentes dans un cabinet digital.
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✚Collecte
de donnéesSupprimez les tâches chronophages en collectant les données bancaires, clients et fournisseurs de vos clients pour générer les tableaux de bord et la comptabilité. -
✚Production
comptableDe la saisie à la plaquette, vous disposez de tous les outils nécessaires à la production comptable avec des fonctionnalités avancées. -
✚Echange
de donnéesEn utilisant des API ou des FTP, importez des données externes (FEC, DSN ou autres) ou partagez vos données via les API Teogest. -
✚Gestion
interneGérez vos clients, planifiez les missions et suivez leur réalisation et leur facturation. -
✚Restitution
clientProduisez des tableaux de bord à jour de manière automatique et accessibles depuis un ordinateur ou un smartphone. -
✚Collaboration
clientPartagez certains modules avec vos clients dans les limites que vous fixez en créant des profils d'utilisation (génériques ou personnalisés). -
✚Pilotage
collaborateurRendez vos collaborateurs proactifs grâce aux alertes mises en place en fonction des types de dossiers et par les analyses comparatives. -
✚Toutes
les fonctions
Liste des modules pour la fonction
Collecte de données
Liste des modules pour la fonction
Production comptable
Liste des modules pour la fonction
Echange de données
Liste des modules pour la fonction
Gestion interne
Liste des modules pour la fonction
Restitution client
Liste des modules pour la fonction
Collaboration client
Liste des modules pour la fonction
Pilotage collaborateur
Liste de tous les modules
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <circle cx="35" cy="35" r="5.8"/> <path d="M70,32h-6.7C61.9,18.7,51.3,8.1,38,6.7V0h-6v6.7C18.7,8.1,8.1,18.7,6.7,32H0v6h6.7c1.4,13.3,12,23.9,25.3,25.3V70h6v-6.7 c13.3-1.4,23.9-12,25.3-25.3H70V32z M38,57.2v-9.7h-6v9.7C22,55.9,14.1,48,12.8,38h9.7v-6h-9.7C14.1,22,22,14.1,32,12.8v9.7h6v-9.7 C48,14.1,55.9,22,57.2,32h-9.7v6h9.7C55.9,48,48,55.9,38,57.2z"/> </g> </svg>Teogest CRM
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <rect x="29.6" y="9.4" width="10.7" height="6.2"/> <rect x="29.6" y="18.9" width="10.7" height="6.2"/> <rect x="29.6" y="28.4" width="10.7" height="6.2"/> <path d="M67.9,3.9h-19V0H21.1v3.9h-19v62.2h19V70h27.8v-3.9h19V3.9z M8.2,59.9V10.1h12.8v49.9H8.2z M27.3,6.2h15.5v57.6H27.3V6.2z M61.8,59.9H48.9V10.1h12.8V59.9z"/> <rect x="50.6" y="12.1" width="9.4" height="6.2"/> <rect x="50.6" y="20.5" width="9.4" height="6.2"/> <rect x="50.6" y="28.8" width="9.4" height="6.2"/> <rect x="9.9" y="12.1" width="9.4" height="6.2"/> <rect x="9.9" y="20.5" width="9.4" height="6.2"/> <rect x="9.9" y="28.8" width="9.4" height="6.2"/> </g> </svg>Teogest Datas
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <path d="M15.3,0v70h39.5V0H15.3z M48.6,63.8H21.4V6.2h27.1V63.8z"/> <rect x="25.5" y="14" width="18.9" height="6.2"/> <circle cx="35" cy="52.1" r="6.5"/> </g> </svg>Teogest Dossier permanent
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <path d="M48.5,0h-40v70h53V13L48.5,0z M14.7,63.8V6.2h29.1v10.4c0,0.8,0.6,1.4,1.4,1.4h10.2v45.8H14.7z"/> <rect x="20.4" y="30.9" width="28.5" height="6.2"/> <rect x="20.4" y="40.1" width="28.5" height="6.2"/> <rect x="20.4" y="49.3" width="20.4" height="6.2"/> <path d="M24.3,24.1c0.7,0.8,1.6,1.4,2.6,1.8c1,0.4,2.1,0.6,3.3,0.6c1.3,0,2.5-0.2,3.6-0.7c1.1-0.5,1.9-1.1,2.6-2l-2.6-2.4 c-0.9,1.1-2.1,1.7-3.4,1.7c-0.7,0-1.4-0.1-2-0.4c-0.6-0.3-1-0.7-1.4-1.3h4.4v-2h-5.1c0-0.1,0-0.2,0-0.4c0-0.2,0-0.3,0-0.4h5.1v-2 h-4.4c0.3-0.5,0.8-1,1.4-1.2c0.6-0.3,1.2-0.4,2-0.4c1.3,0,2.5,0.6,3.4,1.7l2.6-2.4c-0.7-0.9-1.6-1.6-2.6-2 c-1.1-0.5-2.3-0.7-3.6-0.7c-1.2,0-2.3,0.2-3.3,0.6c-1,0.4-1.9,1-2.6,1.8c-0.7,0.8-1.3,1.7-1.6,2.7h-2.3v2h1.9V19v0.4h-1.9v2h2.3 C23,22.4,23.6,23.3,24.3,24.1z"/> </g> </svg>Teogest Facturation
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <path d="M35,0C15.7,0,0,15.7,0,35s15.7,35,35,35s35-15.7,35-35S54.3,0,35,0z M35,63.8C19.1,63.8,6.2,50.9,6.2,35S19.1,6.2,35,6.2 S63.8,19.1,63.8,35S50.9,63.8,35,63.8z"/> <path d="M49.4,38.3L37.7,33V12.7c0-1.7-1.4-3.1-3.1-3.1c-1.7,0-3.1,1.4-3.1,3.1V37l15.4,7c0.4,0.2,0.8,0.3,1.3,0.3 c1.2,0,2.3-0.7,2.8-1.8C51.7,40.9,51,39,49.4,38.3z"/> </g> </svg>Teogest Feuilles de temps
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <polygon points="48.2,33.4 43.9,29 38.1,34.8 38.1,15.9 31.9,15.9 31.9,34.8 26.1,29 21.8,33.4 35,46.6 "/> <path d="M48.5,0h-40v70h53V13L48.5,0z M14.7,63.8V6.2h29.1v10.4c0,0.8,0.6,1.4,1.4,1.4h10.2v45.8H14.7z"/> <rect x="21.4" y="49.3" width="27.1" height="6.2"/> </g> </svg>Teogest GED
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <polygon points="30.4,29.1 48.9,10.5 48.9,16.2 55.1,16.2 55.1,0 38.9,0 38.9,6.2 44.6,6.2 26,24.7 "/> <rect x="23.5" y="42.3" width="6.2" height="16.3"/> <rect x="55.3" y="24.1" width="6.2" height="34.5"/> <rect x="39.4" y="33.4" width="6.2" height="25.2"/> <polygon points="14.4,63.8 14.4,0 8.2,0 8.2,70 61.8,70 61.8,63.8 "/> </g> </svg>Teogest Gestion commerciale
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <path d="M26.7,50l-1.7-1.7l-4.4,4.4l3.9,3.9c0.6,0.6,1.4,0.9,2.2,0.9c0.8,0,1.6-0.3,2.2-0.9l7.8-7.8l-4.4-4.4L26.7,50z"/> <rect x="51" y="49.7" width="6.2" height="6.2"/> <rect x="38.3" y="49.7" width="6.2" height="6.2"/> <rect x="38.3" y="37.1" width="6.2" height="6.2"/> <rect x="25.5" y="37.1" width="6.2" height="6.2"/> <rect x="51" y="37.1" width="6.2" height="6.2"/> <rect x="12.8" y="49.7" width="6.2" height="6.2"/> <path d="M57.8,7.1V4.7c0-1.7-1.4-3.1-3.1-3.1c-1.7,0-3.1,1.4-3.1,3.1v2.4H18.4V4.7c0-1.7-1.4-3.1-3.1-3.1S12.2,3,12.2,4.7v2.4H0 v61.3h70V7.1H57.8z M12.2,13.3v2.4c0,1.7,1.4,3.1,3.1,3.1s3.1-1.4,3.1-3.1v-2.4h33.2v2.4c0,1.7,1.4,3.1,3.1,3.1 c1.7,0,3.1-1.4,3.1-3.1v-2.4h6v10.5H6.2V13.3H12.2z M6.2,62.2V30h57.6v32.2H6.2z"/> </g> </svg>Teogest Gestion interne
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <path d="M58.6,59.2L70,53.3l-2.8-5.4l-6,3.1l-21.3-41l-5.4,2.8l11.8,22.8h-1.7L33.4,14c-0.5-1.1-1.8-2.3-3.8-2.3H10.8 c-2,0-3.7,1.7-3.7,3.7v11.2H3.5c-1.9,0-3.5,1.6-3.5,3.5v24.5h4.4c1.2,3.2,4.3,5.4,7.9,5.4s6.7-2.2,7.9-5.4h14.3 c1.2,3.2,4.3,5.4,7.9,5.4c3.6,0,6.7-2.2,7.9-5.4h5.9L58.6,59.2z M28.5,17.7l9.3,17.9H25.2l-4.3-9.1h-7.8v-8.9H28.5z M12.3,53.9 c-1.3,0-2.4-1.1-2.4-2.4c0-1.3,1.1-2.4,2.4-2.4c1.3,0,2.4,1.1,2.4,2.4C14.7,52.8,13.6,53.9,12.3,53.9z M42.4,53.9 c-1.3,0-2.4-1.1-2.4-2.4c0-1.3,1.1-2.4,2.4-2.4c1.3,0,2.4,1.1,2.4,2.4C44.8,52.8,43.7,53.9,42.4,53.9z M50.3,48.5 C49.1,45.3,46,43,42.4,43s-6.7,2.3-7.9,5.5H20.2C19,45.3,15.9,43,12.3,43c-2.5,0-4.7,1.1-6.2,2.7V32.6h4.1h3h3.9l4.3,9.1h28.1 l3.5,6.8H50.3z"/> </svg>Teogest Immobilisations
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <path d="M48.5,0h-40v70h53V13L48.5,0z M14.7,63.8V6.2h29.1v10.4c0,0.8,0.6,1.4,1.4,1.4h10.2v45.8H14.7z"/> <rect x="19.5" y="53.4" width="14.6" height="6.2"/> <path d="M42.8,53.2l-1.7-1.7l-4.4,4.4l3.9,3.9c0.6,0.6,1.4,0.9,2.2,0.9s1.6-0.3,2.2-0.9l7.7-7.7l-4.4-4.4L42.8,53.2z"/> <rect x="19.5" y="40" width="14.6" height="6.2"/> <path d="M42.8,39.8l-1.7-1.7l-4.4,4.4l3.9,3.9c0.6,0.6,1.4,0.9,2.2,0.9s1.6-0.3,2.2-0.9l7.7-7.7l-4.4-4.4L42.8,39.8z"/> <rect x="19.5" y="26.7" width="14.6" height="6.2"/> <path d="M42.8,26.5l-1.7-1.7l-4.4,4.4l3.9,3.9c0.6,0.6,1.4,0.9,2.2,0.9s1.6-0.3,2.2-0.9l7.7-7.7l-4.4-4.4L42.8,26.5z"/> </g> </svg>Teogest Liasse fiscale
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <path d="M40,34.5l13.2-13.2l1.1,1.1l8.4-1.5L70,7.8L62.2,0L49.1,7.3l-1.5,8.4l1.1,1.1L35.5,30L26,20.5c2.2-4.8,1.4-10.7-2.6-14.7 c-3.7-3.7-9-4.7-13.6-3l8.7,8.7L17,17.9l-6.5,1.5l-8.7-8.7c-1.6,4.6-0.6,9.9,3,13.6c4,4,9.9,4.8,14.7,2.6l5.5,5.5L2.6,55 C0.9,56.7,0,58.9,0,61.2c0,2.4,0.9,4.6,2.6,6.2c1.7,1.7,4,2.6,6.2,2.6c2.3,0,4.5-0.9,6.2-2.6l22.6-22.6l22.7,22.7 c1.7,1.7,4.6,1.7,6.4,0c1.7-1.7,1.7-4.6,0-6.4L40,34.5z M54.9,11.4L61.1,8L62,8.9l-3.4,6.2l-2.1,0.4l-2-2L54.9,11.4z M10.4,62.9 c-0.9,0.9-2.4,0.9-3.3,0s-0.9-2.4,0-3.3L29.7,37l3.3,3.3L10.4,62.9z"/> </svg>Teogest Maintenance
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <path d="M35,0C15.7,0,0,15.7,0,35s15.7,35,35,35s35-15.7,35-35S54.3,0,35,0z M35,6.2c15.9,0,28.8,12.9,28.8,28.8 c0,6.1-1.9,11.7-5.1,16.4c-3.9-7.5-11.2-12.7-19.5-14c5.3-1.7,9.2-6.8,9.2-12.7c0-7.4-6-13.3-13.3-13.3c-7.4,0-13.3,6-13.3,13.3 c0,5.9,3.9,11,9.3,12.7c-8.4,1.4-15.6,6.7-19.4,14.3C8.2,47,6.2,41.2,6.2,35C6.2,19.1,19.1,6.2,35,6.2z M35,31.9 c-3.9,0-7.2-3.2-7.2-7.2s3.2-7.2,7.2-7.2s7.2,3.2,7.2,7.2S38.9,31.9,35,31.9z M16.1,56.7c2.9-8,10.5-13.5,19.1-13.5 c8.5,0,16.1,5.4,19,13.2C49.1,61,42.4,63.8,35,63.8C27.8,63.8,21.2,61.1,16.1,56.7z"/> </svg>Teogest Mon compte
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <path d="M18.8,13v38.9h30.3V20.6L41.5,13H18.8z M25.2,45.6V19.4h12.3V24c0,0.4,0.3,0.7,0.7,0.7h4.5v20.8H25.2z"/> <path d="M70,65.2L59.3,54.7c4.8-5.8,7.7-13.1,7.7-21.2C67,15.2,52,0.2,33.5,0.2S0,15.2,0,33.5s15,33.3,33.5,33.3 c8.1,0,15.5-2.9,21.3-7.6l10.7,10.6L70,65.2z M33.5,60.4c-15,0-27.1-12.1-27.1-26.9S18.5,6.6,33.5,6.6c15,0,27.1,12.1,27.1,26.9 S48.5,60.4,33.5,60.4z"/> </g> </svg>Teogest OCR
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <path d="M59,31.3c2.3-1.6,3.9-4.2,3.9-7.2c0-4.8-3.9-8.7-8.7-8.7s-8.7,3.9-8.7,8.7c0,3,1.5,5.7,3.9,7.2c-1.9,0.6-3.7,1.6-5.2,2.9 c-1.4-0.8-2.9-1.4-4.5-1.8c3.1-1.7,5.2-4.9,5.2-8.7c0-5.4-4.4-9.8-9.8-9.8s-9.8,4.4-9.8,9.8c0,3.7,2.1,7,5.2,8.7 c-1.6,0.4-3.1,1-4.5,1.9c-1.6-1.3-3.3-2.3-5.2-2.9c2.3-1.6,3.9-4.2,3.9-7.2c0-4.8-3.9-8.7-8.7-8.7s-8.7,3.9-8.7,8.7 c0,3,1.5,5.7,3.9,7.2c-6.4,2-11,8-11,15v4.9h6.2v-4.9c0-5.3,4.3-9.6,9.6-9.6c1.9,0,3.7,0.5,5.2,1.5c-2.7,3.2-4.3,7.3-4.3,11.8v6.1 h6.2v-6.1c0-6.7,5.5-12.2,12.2-12.2s12.2,5.5,12.2,12.2v6.1h6.2v-6.1c0-4.5-1.7-8.7-4.4-11.9c1.5-1,3.3-1.5,5.1-1.5 c5.3,0,9.6,4.3,9.6,9.6v4.9h6v-4.9C70,39.3,65.4,33.3,59,31.3z M54.2,21.6c1.4,0,2.5,1.1,2.5,2.5s-1.1,2.5-2.5,2.5s-2.5-1.1-2.5-2.5 S52.8,21.6,54.2,21.6z M35,20c2,0,3.6,1.6,3.6,3.6S37,27.3,35,27.3s-3.6-1.6-3.6-3.6S33,20,35,20z M15.8,21.6c1.4,0,2.5,1.1,2.5,2.5 s-1.1,2.5-2.5,2.5s-2.5-1.1-2.5-2.5C13.3,22.7,14.4,21.6,15.8,21.6z"/> </svg>Teogest Panels
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <rect x="26.5" y="15.8" width="26.3" height="13.3"/> <rect x="26.5" y="42" width="26.3" height="6.2"/> <rect x="26.5" y="49.7" width="18" height="6.2"/> <path d="M11.1,0v12.7H9.2c-1.7,0-3.1,1.4-3.1,3.1s1.4,3.1,3.1,3.1h1.9v6.6H9.2c-1.7,0-3.1,1.4-3.1,3.1s1.4,3.1,3.1,3.1h1.9v6.6H9.2 c-1.7,0-3.1,1.4-3.1,3.1c0,1.7,1.4,3.1,3.1,3.1h1.9V51H9.2c-1.7,0-3.1,1.4-3.1,3.1s1.4,3.1,3.1,3.1h1.9V70h52.8V0H11.1z M57.7,63.8 H17.3v-6.7H19c1.7,0,3.1-1.4,3.1-3.1s-1.4-3-3.1-3h-1.7v-6.6H19c1.7,0,3.1-1.4,3.1-3.1c0-1.7-1.4-3.1-3.1-3.1h-1.7v-6.6H19 c1.7,0,3.1-1.4,3.1-3.1s-1.4-3.1-3.1-3.1h-1.7v-6.6H19c1.7,0,3.1-1.4,3.1-3.1s-1.4-3.1-3.1-3.1h-1.7V6.2h40.4V63.8z"/> </g> </svg>Teogest Plaquettes
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 75.3 70" style="enable-background:new 0 0 75.3 70;" xml:space="preserve"> <g> <path d="M57.6,37.7c-3-2.5-4.8-6.8-4.8-11.5v-3.5c0-6.8-5.5-12.3-12.3-12.3c-6.8,0-12.3,5.5-12.3,12.3v3.5c0,4.6-1.8,8.9-4.8,11.5 c-1.5,1.3-2.1,3-2.1,4.1v5.5h13.6c0.9,2.2,3.1,3.8,5.6,3.8c2.5,0,4.7-1.6,5.6-3.8h13.6v-5.5C59.7,40.8,59.1,39,57.6,37.7z M28.6,41.2c3.6-3.7,5.6-9.2,5.6-14.9v-3.5c0-3.4,2.8-6.2,6.2-6.2c3.4,0,6.2,2.8,6.2,6.2v3.5c0,5.7,2.1,11.2,5.6,14.9H28.6z"/> <path d="M65.6,10.1l-4.4,4.3c5.2,5.4,8,12.4,8,19.9s-2.8,14.5-8,19.9l4.4,4.3c6.3-6.5,9.7-15.1,9.7-24.1 C75.3,25.2,71.9,16.6,65.6,10.1z"/> <path d="M12,33.6c6.6,0,12-5.4,12-12c0-6.6-5.4-12-12-12S0,15,0,21.6c0,4.3,2.2,8,5.6,10.1c-0.1,0.8-0.1,1.7-0.1,2.5 c0,9,3.5,17.6,9.7,24.1l4.4-4.3c-5.2-5.4-8-12.4-8-19.9c0-0.2,0-0.4,0-0.7C11.8,33.6,11.9,33.6,12,33.6z M2.1,21.6 c0-5.4,4.4-9.9,9.9-9.9s9.9,4.4,9.9,9.9c0,2.1-0.7,4-1.8,5.6c-1.3-2.5-3.8-4.3-6.7-4.8c1.8-0.6,3.1-2.3,3.1-4.3 c0-2.5-2-4.6-4.6-4.6c-2.5,0-4.6,2-4.6,4.6c0,2,1.3,3.8,3.2,4.3c-2.9,0.5-5.3,2.3-6.6,4.9C2.8,25.7,2.1,23.7,2.1,21.6z M12,20.5 c-1.4,0-2.4-1.1-2.4-2.4s1.1-2.4,2.4-2.4c1.4,0,2.4,1.1,2.4,2.4S13.3,20.5,12,20.5z M12,24.4c2.9,0,5.5,1.8,6.5,4.5 c-1.7,1.6-4,2.5-6.6,2.5c-2.5,0-4.7-0.9-6.5-2.4C6.5,26.3,9.1,24.4,12,24.4z"/> </g> </svg>Teogest Supervision alertes
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 74.3 70" style="enable-background:new 0 0 74.3 70;" xml:space="preserve"> <g> <rect x="36" y="9.4" width="10.7" height="6.2"/> <rect x="36" y="18.9" width="10.7" height="6.2"/> <rect x="36" y="28.4" width="10.7" height="6.2"/> <path d="M55.3,3.9V0H27.4v3.9h-19v7c-4.9,1.5-8.5,6.1-8.5,11.5s3.6,10,8.5,11.5v32.3h19V70h27.8v-3.9h19V3.9H55.3z M2.1,22.3 c0-5.4,4.4-9.9,9.9-9.9s9.9,4.4,9.9,9.9c0,2.1-0.7,4-1.8,5.6c-1.3-2.6-3.8-4.4-6.7-4.8c1.8-0.6,3.2-2.3,3.2-4.3 c0-2.5-2.1-4.6-4.6-4.6c-2.5,0-4.6,2.1-4.6,4.6c0,2,1.3,3.8,3.2,4.4c-2.9,0.5-5.4,2.3-6.6,4.9C2.7,26.5,2.1,24.5,2.1,22.3z M11.9,21.3c-1.4,0-2.5-1.1-2.5-2.5c0-1.4,1.1-2.5,2.5-2.5s2.5,1.1,2.5,2.5C14.4,20.2,13.3,21.3,11.9,21.3z M12,25.2 c2.9,0,5.5,1.8,6.5,4.5c-1.7,1.6-4.1,2.5-6.6,2.5c-2.5,0-4.7-0.9-6.5-2.4C6.4,27.1,9.1,25.2,12,25.2z M27.4,59.9H14.6V34 c0.6-0.1,1.2-0.3,1.7-0.5V35h9.4v-6.2H22c0.4-0.7,0.8-1.4,1.1-2.2h2.6v-6.2h-2c-0.1-0.8-0.3-1.5-0.6-2.2h2.5v-6.2h-7.6 c-1.1-0.7-2.3-1.2-3.6-1.5v-0.6h12.8V59.9z M49.1,63.8H33.6V6.2h15.5V63.8z M68.1,59.9H55.3V10.1h12.8V59.9z"/> <rect x="57" y="12.1" width="9.4" height="6.2"/> <rect x="57" y="20.5" width="9.4" height="6.2"/> <rect x="57" y="28.8" width="9.4" height="6.2"/> </g> </svg>Teogest Supervision datas et API
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" ersion="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 79 70" style="enable-background:new 0 0 79 70;" xml:space="preserve"> <g> <path d="M9.1,4.6v6.1c-5.2,1.3-9,6-9,11.6s3.9,10.3,9,11.6v26.9h11.6v4.6h6.2v-4.6h35.5v4.6h6.2v-4.6H79V4.6H9.1z M2.1,22.4 c0-5.4,4.4-9.9,9.9-9.9c5.4,0,9.9,4.4,9.9,9.9c0,2.1-0.7,4-1.8,5.6c-1.3-2.6-3.8-4.4-6.7-4.8c1.8-0.6,3.1-2.3,3.1-4.3 c0-2.5-2-4.6-4.6-4.6c-2.5,0-4.6,2-4.6,4.6c0,2,1.3,3.8,3.2,4.4c-2.9,0.5-5.3,2.3-6.6,4.9C2.8,26.5,2.1,24.5,2.1,22.4z M12,21.3 c-1.4,0-2.5-1.1-2.5-2.5s1.1-2.5,2.5-2.5s2.5,1.1,2.5,2.5S13.4,21.3,12,21.3z M12.1,25.2c2.9,0,5.5,1.8,6.5,4.5 c-1.7,1.6-4.1,2.5-6.6,2.5c-2.5,0-4.7-0.9-6.5-2.4C6.5,27.1,9.1,25.2,12.1,25.2z M72.8,54.7H15.2V33.9c5-1.4,8.8-6,8.8-11.5 s-3.7-10.1-8.8-11.5v0h57.6V54.7z"/> <path d="M33.3,47.7l4.9-4.9c1.7,1,3.7,1.6,5.9,1.6c2.1,0,4.1-0.6,5.8-1.6l4.8,4.8l4.4-4.4l-4.8-4.8c1-1.7,1.6-3.7,1.6-5.8 c0-2.1-0.6-4.1-1.6-5.9l4.9-4.9l-4.4-4.4l-4.9,4.9c-1.7-1-3.7-1.5-5.8-1.5c-2.1,0-4.1,0.6-5.8,1.6l-4.9-4.9L28.9,22l4.9,4.9 c-1,1.7-1.6,3.7-1.6,5.8c0,2.1,0.6,4.1,1.5,5.8l-4.9,4.9L33.3,47.7z M44,27.2c3.1,0,5.6,2.5,5.6,5.6c0,3.1-2.5,5.6-5.6,5.6 s-5.6-2.5-5.6-5.6C38.5,29.7,41,27.2,44,27.2z"/> </g> </svg>Teogest Supervision transfert banque
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 78.3 70" style="enable-background:new 0 0 78.3 70;" xml:space="preserve"> <g> <path d="M52.7,23.2c0.6-0.3,1.2-0.4,2-0.4c1.3,0,2.5,0.6,3.4,1.7l2.6-2.4c-0.7-0.9-1.6-1.6-2.7-2c-1.1-0.5-2.3-0.7-3.6-0.7 c-1.2,0-2.3,0.2-3.4,0.6c-1,0.4-1.9,1-2.7,1.8c-0.7,0.8-1.3,1.7-1.6,2.7h-2.3v2h1.9v0.4v0.4h-1.9v2h2.3c0.3,1,0.9,1.9,1.6,2.7 c0.7,0.8,1.6,1.4,2.7,1.8c1,0.4,2.2,0.6,3.4,0.6c1.3,0,2.5-0.2,3.6-0.7c1.1-0.5,1.9-1.1,2.7-2l-2.6-2.4C57.1,30.4,56,31,54.7,31 c-0.7,0-1.4-0.1-2-0.4c-0.6-0.3-1-0.7-1.4-1.3h4.4v-2h-5.1c0-0.1,0-0.2,0-0.4c0-0.2,0-0.3,0-0.4h5.1v-2h-4.4 C51.6,23.9,52.1,23.5,52.7,23.2z"/> <path d="M66,7.1V4.7c0-1.7-1.4-3.1-3.1-3.1c-1.7,0-3.1,1.4-3.1,3.1v2.4H26.7V4.7c0-1.7-1.4-3.1-3.1-3.1c-1.7,0-3.1,1.4-3.1,3.1v2.4 H8.3v4C3.5,12.6,0,17.1,0,22.4c0,5.3,3.5,9.8,8.3,11.4v34.7h70V7.1H66z M20.5,14c-0.3-0.3-0.5-0.5-0.8-0.8h0.8V14z M2.1,22.4 c0-5.4,4.4-9.8,9.8-9.8c5.4,0,9.8,4.4,9.8,9.8c0,2.1-0.7,4-1.8,5.6c-1.3-2.5-3.8-4.3-6.7-4.8c1.8-0.6,3.1-2.3,3.1-4.3 c0-2.5-2-4.6-4.6-4.6s-4.6,2-4.6,4.6c0,2,1.3,3.8,3.2,4.3c-2.9,0.5-5.3,2.3-6.6,4.9C2.8,26.5,2.1,24.5,2.1,22.4z M12,21.3 c-1.3,0-2.4-1.1-2.4-2.4s1.1-2.4,2.4-2.4s2.4,1.1,2.4,2.4S13.3,21.3,12,21.3z M12,25.2c2.9,0,5.5,1.8,6.5,4.5 c-1.7,1.6-4,2.5-6.6,2.5c-2.5,0-4.7-0.9-6.5-2.4C6.5,27.1,9.1,25.2,12,25.2z M72.1,23.8h-8.7c0.3,1,0.5,2,0.5,3.1 c0,1.1-0.2,2.1-0.5,3.1h8.7v32.2H14.5V34.1c2.7-0.6,5-2.1,6.7-4.1h21.5c-0.3-1-0.5-2-0.5-3.1c0-1.1,0.2-2.1,0.5-3.1H23.8 c0.1-0.5,0.1-0.9,0.1-1.4c0-1.3-0.2-2.5-0.6-3.7c0.1,0,0.2,0,0.3,0c1.7,0,3.1-1.4,3.1-3.1v-2.4h33.2v2.4c0,1.7,1.4,3.1,3.1,3.1 c1.7,0,3.1-1.4,3.1-3.1v-2.4h6V23.8z"/> <path d="M41.3,46l4-3v-4.1H31.7v4.6h6.6l-3.9,3.1l0.8,2.6h2.5c1.6,0,2.3,0.6,2.3,1.4v0c0,0.8-0.7,1.4-2,1.4c-1.5,0-2.9-0.7-4.2-1.9 l-3.5,3.6c1.9,2,4.5,3.2,8.2,3.2c3.9,0,7.3-2.1,7.3-5.9v0C45.7,48.2,44,46.7,41.3,46z"/> <polygon points="45.8,40.2 46.9,44.6 49.8,44 49.8,56.6 55.6,56.6 55.6,38.8 51.1,38.8 "/> </g> </svg>Teogest Supervision transfert paie
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✚<?xml version="1.0" encoding="utf-8"?> <!-- Generator: Adobe Illustrator 25.2.3, SVG Export Plug-In . SVG Version: 6.00 Build 0) --> <svg fill="#2473ea" version="1.1" id="Calque_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 70 70" style="enable-background:new 0 0 70 70;" xml:space="preserve"> <g> <path d="M44.4,23.2c0.6-0.3,1.2-0.4,2-0.4c1.3,0,2.5,0.6,3.4,1.7l2.6-2.4c-0.7-0.9-1.6-1.6-2.7-2c-1.1-0.5-2.3-0.7-3.6-0.7 c-1.2,0-2.3,0.2-3.4,0.6c-1,0.4-1.9,1-2.7,1.8c-0.7,0.8-1.3,1.7-1.6,2.7h-2.3v2h1.9v0.4v0.4h-1.9v2h2.3c0.3,1,0.9,1.9,1.6,2.7 c0.7,0.8,1.6,1.4,2.7,1.8c1,0.4,2.2,0.6,3.4,0.6c1.3,0,2.5-0.2,3.6-0.7c1.1-0.5,1.9-1.1,2.7-2l-2.6-2.4c-0.9,1.1-2.1,1.7-3.4,1.7 c-0.7,0-1.4-0.1-2-0.4c-0.6-0.3-1-0.7-1.4-1.3h4.4v-2h-5.1c0-0.1,0-0.2,0-0.4c0-0.2,0-0.3,0-0.4h5.1v-2H43 C43.4,23.9,43.9,23.5,44.4,23.2z"/> <path d="M57.8,7.1V4.7c0-1.7-1.4-3.1-3.1-3.1S51.6,3,51.6,4.7v2.4H18.4V4.7c0-1.7-1.4-3.1-3.1-3.1S12.2,3,12.2,4.7v2.4H0v61.3h70 V7.1H57.8z M6.2,62.2V30h28.2c-0.3-1-0.5-2-0.5-3.1c0-1.1,0.2-2.1,0.5-3.1H6.2V13.3h6v2.4c0,1.7,1.4,3.1,3.1,3.1s3.1-1.4,3.1-3.1 v-2.4h33.2v2.4c0,1.7,1.4,3.1,3.1,3.1s3.1-1.4,3.1-3.1v-2.4h6v10.5h-8.7c0.3,1,0.5,2,0.5,3.1c0,1.1-0.2,2.1-0.5,3.1h8.7v32.2H6.2z" /> <path d="M33,46l4-3v-4.1H23.4v4.6H30l-3.9,3.1l0.8,2.6h2.5c1.6,0,2.3,0.6,2.3,1.4v0c0,0.8-0.7,1.4-2,1.4c-1.5,0-2.9-0.7-4.2-1.9 L22,53.8c1.9,2,4.5,3.2,8.2,3.2c3.9,0,7.3-2.1,7.3-5.9v0C37.4,48.2,35.7,46.7,33,46z"/> <polygon points="37.5,40.2 38.6,44.6 41.5,44 41.5,56.6 47.3,56.6 47.3,38.8 42.8,38.8 "/> </g> </svg>Teogest Transfert paie
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<h1>Teogest Supervision transfert banque</h1>
<span class="presentation">Outil réservé aux cabinets comptables qui récupère les fichiers de données globaux, produits par les banques pour des comptes des clients ayant signé un mandat au cabinet.</span>
<p>Teogest Supervision transfert banque permet de récupérer les fichiers fournis par les banques (protocole EBICS) et regroupant plusieurs clients du cabinet, d'en extraire les IBAN et de les vérifier afin de répartir et d'exporter les données reconnues vers <a href="http://www.teogest.com/solution/banque">Teogest Banque</a>, qui les gérera ensuite société par société.</p><p>La dichotomie entre les deux modules (Teogest Supervision transfert banque et <a href="http://www.teogest.com/solution/banque">Teogest Banque</a>) assure une gestion des droits très précise et permet de répartir rapidement les données, dossier par dossier, pour qu'elles puissent être traitées indépendamment par les personnes en charge.</p>
Paramétrage par société et par compte des relevés à récupérer
Création de règles de traduction applicables à toutes les entités gérées du cabinet
Les points forts
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<li><b>Traitement global et rapide</b> des fichiers reçus</li><li>API avec le site jedeclare.com pour la <b>récupération des lignes de relevés</b></li><li>Règles de traduction au niveau abonné (cabinet) permettant de les <b>appliquer à tous les clients</b> (des règles de traduction spécifiques à chaque abonné sont ensuite applicables dans <a href="http://www.teogest.com/solution/banque">Teogest Banque</a>)</li><li>Exports sélectifs ou globaux</li>
Fonctionnalités
Imports
Sociétés gérées
Paramètres
Fichier
<ul><li>Imports des fichiers bancaires globaux</li><li>Visualisation des fichiers bancaires reçus</li><li>Contrôle des IBAN</li><li>Export général ou sélectif vers les dossiers clients (sociétés gérées)</li></ul>
Sociétés gérées
<ul><li>Paramétrage des sociétés assujetties à la récupération des écritures</li><li>Filtrages des seuls comptes de chaque société assujettie à la récupération des lignes de relevés</li></ul>
Paramètres
<ul><li>Option de récupération via jedeclare.com</li><li>Option de transfert automatique des lignes de relevés dans les sociétés gérées</li></ul>
Fichier
<ul class="descriptif-solution"> <li class="fonctionnaliteNiveau2"> Types d’affectations <ul class="descriptif-solution"> <li class="fonctionnaliteNiveau3">Paramétrage des types d’affectations pour l’annotation des lignes de relevés bancaires</li> </ul> </li> <li class="fonctionnaliteNiveau2"> Règles de traduction <ul class="descriptif-solution"> <li class="fonctionnaliteNiveau3">Paramétrage des règles permettant de générer les contreparties en fonction de l'analyse des éléments contenus dans les lignes de relevés</li> </ul> </li> </ul>
