Using MonuDesk in English or German

MonuDesk runs in English or German (Deutsch). The language is one setting for your whole company: everyone on your team sees MonuDesk in it, and your documents, notifications and customer emails are written in it. A few rules for German shops, such as the contract terms, invoice numbering and the stone list, follow your company's country instead. Both are set in Settings → Company Profile.

Change your company's language

1. Open Settings → Company Profile and click Language ("The language everyone at your company sees.").

2. Under Company language, choose English or Deutsch.

MonuDesk switches to the new language straight away, with no Save button. Only people whose role can edit settings can change it. Everyone else on your team follows on their next page load or the next time they sign in, on a computer, in a phone's browser or in the iPhone app, without doing anything. Nobody picks a language for themselves. The company language decides:

• MonuDesk's screens for everyone at your company.

• Notifications and team emails. The bell, phone notifications and the emails MonuDesk sends your team all arrive in the company language.

• MonuBrain's answers. The assistant replies in the company language, with money, numbers and dates formatted the way that language writes them.

• Your documents. Every PDF MonuDesk generates, such as the quote, contract, invoice, receipt, shop ticket and purchase order, prints in the company language, whoever generates it.

• What your customers see. The customer portal and the emails and texts MonuDesk sends your customers are written in the company language, whatever language the family's browser uses. A German shop's families see the German portal even on an English browser, and the portal writes dates the way the company language does. QuickBooks follows the company language too.

The language does not change your prices or your currency, so a US dealer that switches to German screens still quotes in dollars. Measurements do follow the language: switching the company to Deutsch switches everyone to centimetres. Stone sizes show in centimetres everywhere, urns in litres and weights in kilograms, and every PDF prints in German with centimetres.

Your country and the German rules

Set your country in Settings → Company Profile: open the Company Profile row, choose the Country and click Save. Country offers the United States, Canada, Germany, Austria and Switzerland, and the Address search suggests addresses in the country you choose. In Germany, Austria and Switzerland a picked address reads street then house number, such as Brunnenstraße 23. The country, not the language, decides these rules:

• Companies in Germany, Austria or Switzerland get the finish presets as a Choose a preset dropdown described in words (instead of the P5 or PFT / BRP code buttons), the Add German stone list button in Settings → Colors, and the German contract and quote terms, whatever language their screens are in. They also number their invoices in one company-wide series, such as RE-00001, RE-00002. Only companies in Germany also get the "no right of withdrawal" notice on the contract, and only on orders with a stone. On those orders, and only those, the family also confirms the withdrawal notice when they accept the order in the customer portal under Accept Your Order (Ihren Auftrag annehmen on German screens), before pressing Accept & Sign (Annehmen & Unterschreiben). The box follows the country, not the language: a company in Germany that uses English screens gets it in English, and a company outside Germany never sees it.

• Companies in the United States and Canada are offered MonuPay, keep the US contract terms and number each invoice after its order: the order number plus a counter that goes up with each newly generated invoice, such as ORD-53-1 and then ORD-53-2. A US company that uses German screens keeps these US rules, with the US terms printed in German.

How a new account starts. A new company starts in the language of the signup page, with its stage names, to-dos, service types and demo orders in that language. A company that signs up in German gets German demo orders at the sample cemetery Musterfriedhof, with sizes in whole centimetres. The signup address sets the currency: an address in Germany, Austria or Switzerland starts the company in euros (€), and any other address starts it in dollars ($). Changing the language or the country later keeps your currency as it is. An address in Germany, Austria or Switzerland also starts the company with its national VAT rate as the Sales Tax % (Germany 19%, Austria 20%, Switzerland 8.1%) and with Automatic Tax Calculation, the US county tax lookup, switched off. Its invoice prefix starts as RE, as in RE-00001. You can change the prefix in Settings → Company Profile → Order & Quote Numbering under Invoice prefix, a row only companies in these three countries see.

The German stone list. It holds 55 stones: 43 granites and 12 natural stones. A new company in Germany, Austria or Switzerland starts with it. For those companies, Settings → Colors also has an Add German stone list button (Deutsche Steinliste hinzufügen on German screens) that adds any of those stones missing from your list. The button is hidden once your list already has every German stone. Your own colours stay as they are, and switching the language adds no stones.

File names in an order's Notes & Files stay in English whatever the language, so links to stored documents keep working.

Net or gross totals, invoicing and e-invoices

Net or gross totals (Germany, Austria and Switzerland). Open Settings → Taxes and find How totals are shown (Darstellung der Summen on German screens). Choose Net prices or Gross prices incl. VAT, separately for Private customers (retail, plot owner and family contacts) and Business customers (funeral homes, cemeteries, monument companies, vendors and other businesses). Net adds VAT on top of the total. Gross shows the total including VAT with the net amount underneath, on screens, documents, the customer portal and price emails. The amounts themselves never change.

Every company starts on net, and nothing changes until you switch. When either buyer type is set to gross, funeral home, cemetery and monument company orders don't get the automatic tax exemption. Only companies whose country is Germany, Austria or Switzerland see the setting, whatever language their screens use. Every other company uses net automatically, and settings search does not find the setting for them.

Invoicing details (Germany only). Companies in Germany have an Invoicing row in Settings → Company Profile (Rechnungsstellung on German screens). It holds VAT ID (USt-IdNr.), Tax number (Steuernummer), Account holder, Bank name, IBAN, BIC and Payment due (days), the days after the invoice date the customer has to pay. ZUGFeRD and XRechnung e-invoices take your details from here.

ZUGFeRD and XRechnung e-invoices (Germany only). An order's Document Generation menu offers Download ZUGFeRD invoice and Download XRechnung XML. If a detail the e-invoice needs is missing, the download stops and the message names what is missing. Fill it in and download again.

Leitweg-ID and buyer VAT ID (Germany only). For a business buyer, Step 1 of New Quote, Client Info, has a Buyer reference / Leitweg-ID field (Käuferreferenz / Leitweg-ID on German screens) and a Buyer VAT ID (USt-IdNr.) field. Both go onto the e-invoice. A private customer gets neither field.

Companies in Austria and Switzerland get the company-wide invoice series with the RE prefix, but no Invoicing row and no e-invoices.