The modules

A module is one functional area of the suite - a register, a document family, or a settings nomenclature. Applications bundle modules; the module pages here are the full functionality reference: what you can create, what happens automatically, the flows and their statuses, the reports, the settings and the shipped data.

Master data

The shared registries every application builds on.

• Countries - countries and cities, bilingual.
• Currencies - currencies and exchange rates.
• Units of Measure - the units products are counted in.
• Tax Rates - the VAT rates documents calculate with.
• Payment Methods - how money moves (bank transfer, cash, card).
• Companies - your own company details, printed on documents.

Document numbering - the number series behind every official document - is explained in How the apps work.

Sales & CRM

• Products - what you sell, with prices, units and tax rates.
• Customers - who you sell to.
• Sales Invoices - the invoice lifecycle: draft, approve, issue, send, settle.
• Customer Payments - incoming money, settled against invoices.
• Sales Orders - what customers ordered.
• Delivery Notes - what left the store for the customer.
• Leads & Opportunities - the pipeline from first contact to won deal.
• Quotations - priced offers that become orders.
• Appointments - slot-based booking with customers.

Purchasing

• Suppliers - who you buy from.
• Purchase Invoices - supplier invoices: enter, approve, pay.
• Supplier Payments - outgoing money, settled against supplier invoices.
• Purchase Orders - what you ordered from suppliers.
• RFQs - requests for quotation and the supplier quotes that answer them.
• Expenses - employee expense claims: submit, approve, reimburse.

Store & inventory

• Stores - your warehouses and shops.
• Inventory - goods receipts and issues, transfers, returns, adjustments, stocktakes and the stock ledger.

People & projects

• Employees - the people register that powers the personal "My" spaces.
• Vacations - leave requests, entitlements and the team calendar.
• Payroll - salaries, monthly runs and payslips.
• Projects - projects, tasks and team assignments.
• Timesheets - monthly time booking, approval and invoicing.

Services & accounting

• Services - support tickets with a conversation thread and SLA escalation.
• Chart of Accounts - the account tree the books post to.
• Journal & Posting - journal entries, automatic postings, stornos and the balance reports.