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Classic Upgrades End on November 30, 2027

Classic upgrades remain available until November 30, 2027. The background: the EU Cyber Resilience Act.

Receiving Inbound Invoices: Peppol Inbox, Folder and Mailbox

Received invoices right in GrandTotal: automatic polling of the Peppol inbox via Recommand and e-invoice.be, from a watched folder or from a mailbox.

The missing 5 %

Software fits 95 %. The missing 5 % decide efficiency and satisfaction – and today you can build them yourself.

E-Invoices & Compliance

Swiss QR-Bill: New Requirements from November 2025

From November 22, 2025, Swiss banks will only accept structured addresses in QR-bills. GrandTotal 9 supports the new requirements.

Swiss VAT Declaration with the Net Tax Rate Method — from GrandTotal

GrandTotal produces the Swiss VAT declaration using the net tax rate method (eCH-0217) as a ready-made upload for the FTA ePortal – including foreign-currency conversion.

Tariff 590: Health Insurance Receipts for Therapists in Switzerland

GrandTotal automatically creates the Tariff 590 receipt for Swiss supplementary insurance with every invoice – including tariff codes, 5-minute units and ZSR number.

Receiving Inbound Invoices: Peppol Inbox, Folder and Mailbox

Received invoices right in GrandTotal: automatic polling of the Peppol inbox via Recommand and e-invoice.be, from a watched folder or from a mailbox.

PDF/A: The Archive Format for Documents

Why documents are archived as PDF/A — and what makes the ISO format different from regular PDF.

What is PEPPOL?

The international network for electronic business documents explained – from PEPPOL-ID to practical usage.

E-Invoice Explained Interactively

Explore the new tool for analyzing and understanding e-invoices in XML format.

E-Invoicing Requirements in Europe: EU & EEA Countries

The EU documents e-invoicing requirements for all 27 member states plus Iceland, Liechtenstein, Norway, and Switzerland with legal frameworks and standards.

Security & Organization

Classic Upgrades End on November 30, 2027

Classic upgrades remain available until November 30, 2027. The background: the EU Cyber Resilience Act.

Cloud sync services compared: version history and file recovery

Side-by-side facts on version history and deleted-file recovery for Dropbox, Google Drive, OneDrive, iCloud, pCloud, Nextcloud, ownCloud, Seafile and Synology Drive.

Data Security on the Mac: How Your Business Data Is Protected

How your Mac protects business data – from FileVault and Touch ID to the encrypted file and the backup. With the key steps for sensitive data.

AES-256 Encryption Explained

Protect your financial data with state-of-the-art encryption technology.

Unique Invoice Numbers Across Multiple Macs

Users running GrandTotal on more than one Mac can occasionally end up with duplicate invoice numbers because of the sync window. An optional server reservation closes that gap.

How secure does a password really need to be?

Why password managers and random passwords are the only realistic protection.

The 3-2-1 Backup Strategy

Why backups are essential and how to really avoid data loss.

Mac Desktop Risk Factor

Why the desktop is a risk factor for data loss and where to store files safely.

Setting Up Cloud Sync on macOS

Practical guide to setting up local synchronization for major cloud services on macOS – with full offline availability.

Working from home

GrandTotal for home office: Share company files in the cloud and activate licenses for distributed work.

Encrypt Company File

Protect your business data with AES encryption. Passwords are securely managed in the Keychain.

Automation & Efficiency

The missing 5 %

Software fits 95 %. The missing 5 % decide efficiency and satisfaction – and today you can build them yourself.

MCP Server: Automate Invoices, Estimates and Reports with AI

Save time on complex analyses across invoices and estimates.

Scanning Documents: Reading PDF, Scan and Photo on the Mac Beta

Bring paper invoices, PDFs and scans into GrandTotal: as a beta, document recognition reads out invoice number, amounts, tax and IBAN – entirely locally on your Mac.

Online Dashboard

Access your GrandTotal Dashboard from anywhere - end-to-end encrypted and optimized for mobile devices.

Data Migration: Out of Your Legacy System, Into GrandTotal

Migrate clients, articles and invoices from legacy systems to GrandTotal – via AI assistant instead of CSV import.

Machine Learning for Layout Recognition

Machine Learning recognizes layout elements in existing PDFs – a first step towards automatic layout creation.

AI Plugins: Integrations Without Coding Skills

Develop custom tool integrations with AI – no coding required. Security and privacy focused.

Optimize File

Reduce file size by consolidating log entries – using the hidden Optimize File feature.

Send to Bookkeeping

One command exports all documents for a period as structured folders with PDFs and CSV files.

Customize Your Catalog

How to organize your product catalog individually and customize it with custom fields to meet your business requirements.

Migrate Additional Fields

How to migrate your additional fields to the new dedicated data fields in GrandTotal.

Paste Tables as Line Items

Copy tables from Excel or Numbers and paste them directly as line items.

Text Placeholders: The Underrated Automation

Automate recurring texts and save time when creating invoices.

Pricing & Calculation

Fees as Percentages: Line Items Calculated from a Base Value

Line items calculated as a percentage of a base value: set the base once per document, enter the percentage as quantity – ideal for fee scales like the German HOAI or Swiss SIA.

Interactive Estimates

Let your customers choose between options with interactive PDF estimates.

Why You Should Track Your Work Time

Why freelancers should track their work time – even with fixed prices. For transparency, better calculation, and profitability control.

Gross or Net Invoice: When to Use Which?

When gross prices make sense and how to avoid misunderstandings in invoicing.

The Hourly Rate Dilemma

Why hourly rates are often the worse choice for freelancers. Alternatives to hourly billing.

Tips for Writing a Professional Proposal

How to create offers that convince and lead to more contracts.

User Stories

Simon Iannelli: AI-Powered Quotes for Photo Shoots

How a photographer uses Claude and GrandTotal to create professional quotes in minutes – including mixed calculations, travel routes, and automatic document structure.