https://wiki.orydio.ch/ 2026-05-06T07:56:43+00:00 https://wiki.orydio.ch/ https://wiki.orydio.ch/lib/exe/fetch.php?media=wiki:dokuwiki.svg text/html 2026-05-05T16:48:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:accounting-settings&rev=1777999717&do=diff Accounting Settings — Accounts, Bank Accounts & Periods Section: Finance → Settings Updated: 2026-05-05 ---------- 1) Overview Accounting Settings contains the configuration tables that underpin the Finance module. These are found under Finance → Settings text/html 2026-05-05T16:50:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:admin&rev=1777999802&do=diff Admin — Users, Groups, Permissions & Notifications Section: Admin Updated: 2026-05-05 ---------- 1) Overview The Admin section is restricted to administrators. It contains: * Users & Groups — team member accounts and group membership (on one combined page) text/html 2026-05-05T16:49:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:banking&rev=1777999745&do=diff Banking — Bank Transactions Section: Banking Updated: 2026-05-05 ---------- 1) Overview The Banking module is a separate section in the sidebar (not part of Finance). It shows all bank statement transactions imported from your bank accounts and lets you match, identify, and convert them into payment records. text/html 2026-05-06T06:01:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:communications&rev=1778047261&do=diff Communications — Missed Calls Section: Communications Updated: 2026-05-05 ---------- 1) Overview The Missed Calls list shows every call that was handled by the AI receptionist (Lea / Suisse Voice). When a caller reaches the AI phone system and the conversation ends, a record is created automatically in Cockpit with the caller's name, phone number, and which NVG team member they wanted to reach. text/html 2026-05-05T16:46:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:crm&rev=1777999600&do=diff CRM — Leads & Contracts Section: CRM Updated: 2026-05-05 ---------- 1) Overview The CRM module manages the pipeline from first contact (Lead) through to a signed agreement (Contract). Navigate to CRM in the sidebar to access Leads and Contracts text/html 2026-05-05T16:18:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:dashboard&rev=1777997907&do=diff Dashboard Section: Home Updated: 2026-05-05 ---------- 1) Overview The Dashboard is the first screen you see after logging in. It shows a personal selection of up to four widgets that summarise key information across your modules — open invoices, recent leads, upcoming tasks, and similar at-a-glance data. text/html 2026-05-05T16:47:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:dms&rev=1777999643&do=diff Document Management (DMS) Section: Document Management Updated: 2026-05-05 ---------- 1) Overview The Document Management module has three pages accessible from the sidebar: * Document Search — full-text search across all stored documents * text/html 2026-05-05T16:48:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:finance&rev=1777999687&do=diff Finance — Invoices, Payments, Vouchers & Reports Section: Finance Updated: 2026-05-05 ---------- 1) Overview The Finance module covers the NVG accounting workflow: * Vendor Bills — invoices received from suppliers * Sales Invoices — invoices issued to clients text/html 2026-05-05T16:20:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:instruments&rev=1777998031&do=diff Financial Instruments — Securities & Subscriptions Section: Financial Instruments Updated: 2026-05-05 ---------- 1) Overview The Financial Instruments module manages the securities (bonds, notes, structured products) issued or administered by NVG, and the corresponding investor subscriptions. text/html 2026-05-05T16:46:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:masterdata&rev=1777999570&do=diff Master Data — Partners & Tenants Section: Master Data Updated: 2026-05-05 ---------- 1) Overview Master Data holds the core reference records that appear throughout all other modules — business partners used on invoices, contracts, and subscriptions, and tenants (the NVG legal entities). text/html 2026-05-06T06:01:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.orydio.ch/doku.php?id=user:start&rev=1778047272&do=diff orydio — User Manual Platform: orydio — Enterprise Management System Operator: New Ventures Group AG, Zurich, Switzerland Updated: 2026-05-05 This manual covers all modules available in orydio from a user perspective. For technical / developer documentation see the separate developer wiki.