Knowledge Base

Resources & Knowledge Base

Guides, templates, and glossary – everything you need to digitize your business. Free and practical.

Guides & How-Tos

Practical guides on the most important topics for service providers and SMBs.

Time Tracking Obligation 2026

What employers need to know about mandatory time tracking. ECJ ruling, federal court decision, and implementation.

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Creating XRechnung

Step-by-step guide for creating XRechnung invoices. Leitweg-ID, required fields, and validation.

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CRM for Service Providers

What agencies, consultants, and IT service providers should look for in a CRM system.

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Project Management for SMBs

The practical selection guide: core features, pitfalls, and evaluation criteria.

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DATEV Export Guide

How to digitize collaboration with your accountant. Export, interfaces, and automation.

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GoBD-Compliant Software

What requirements apply and how to use your invoicing software in a compliant manner.

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Templates

Professional templates that you can use directly in cashwerk.

Invoice Template

GoBD-compliant invoice template with automatic numbering, tax rates, and PDF/A export.

Integrated in cashwerk

Proposal Template

Professional proposal template with line items, optional discounts, and digital signature.

Integrated in cashwerk

Project Templates

Pre-configured project templates for agencies, IT projects, and consulting engagements.

Integrated in cashwerk

Timesheet

Digital timesheet with project reference, GPS data, and export for the client.

Integrated in cashwerk

All templates are integrated into cashwerk and ready to use immediately.

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Glossary

Key terms around business software, compliance, and digitalization – explained clearly.

GoBD

German standards for the proper management and storage of books, records, and documents in electronic form. Apply to all companies in Germany and regulate digital bookkeeping.

GDPR / DSGVO

EU General Data Protection Regulation. Governs the handling of personal data. Relevant for any software processing customer data – especially CRM and HR systems.

XRechnung

Official XML data format for electronic invoices to public sector clients in Germany. Complies with EU standard EN 16931 and is submitted via the Central Invoice Receipt Platform (ZRE).

ZUGFeRD

Hybrid e-invoicing format: PDF with embedded XML data. Ideal for B2B as recipients can process the invoice both visually and programmatically.

RBAC

Role-Based Access Control. Users receive permissions based on their role (Admin, Manager, Employee), not individually. Standard in enterprise software.

Leitweg-ID

Unique identifier for public invoice recipients in Germany. Required for electronic invoicing to government agencies and a mandatory field in the XRechnung format.

PDF/A

ISO-standardized PDF format for long-term archiving. Ensures documents are displayed faithfully even after decades. Required for GoBD-compliant invoice archiving.

Audit Trail

Complete logging of all user actions in a system. Records timestamp, user, and type of change. Prerequisite for GoBD compliance and traceability.

REST API

Standardized programming interface for data exchange between software systems. Enables integration of cashwerk with third-party tools, websites, and automation platforms.

n8n

Open-source workflow automation platform with over 300 integration nodes. Connects cashwerk with email, accounting, CRM, and other services without programming.

What's new in cashwerk?

v1.6.0 — May 2026

All product updates, new features, and API changes in the release timeline.

View Changelog

More Knowledge on the Blog

Current articles, tutorials, and best practices for service providers, SMBs, and startups.

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