Complete scope
From master data to end-to-end workflows.
Issue a sales invoice
A billing clerk drafts the invoice, an approver decides, an issuer stamps the SI number and a sender sends it out, each step as an Inbox task.
Explore the page →Sell and get paidSet up recurring billing
Describe a subscription once; the system drafts its invoice every month, quarter or year, and the Inbox lists what to issue that day.
Explore the page →Sell and get paidChase overdue invoices
An overdue list, a Monday reminder e-mail and a reminder history on each invoice show who was chased, when and at which level.
Explore the page →Sell and get paidRecord a customer payment
Enter the bank-statement line once; the amount settles against the customer's open invoices, oldest first, and any remainder stays as credit.
Explore the page →Sell and get paidVoid an issued invoice
Void an issued or sent invoice that nothing has been paid on: it becomes VOIDED, keeps its number and drops out of the overdue list.
Explore the page →Sell and get paidCorrect an invoice with a credit or debit note
Correct an issued invoice down with a credit note or up with a debit note, approved and then numbered from the same series as your invoices.
Explore the page →Sell and get paidFrom proforma invoice to real invoice
Send a proforma, collect the payment, then generate the draft sales invoice in one click; the proforma marks itself INVOICED.
Explore the page →Win the dealCapture and qualify a lead
Record a prospect, log every call and meeting, move it from NEW to QUALIFIED, and convert it into a customer, a deal, or both.
Explore the page →Win the dealWork an opportunity pipeline
Track a deal's expected and weighted value, walk it from PROSPECTING to WON or LOST, and create its quotation with one click.
Explore the page →Win the dealPrepare and send a quotation
Price an offer from your catalog, mark it sent, let a Sales group task follow it up, and turn the customer's yes into a sales order.
Explore the page →Win the dealSource with an RFQ
List what you need without prices, record each supplier's quote, compare them in one report and turn the winner into a purchase order.
Explore the page →Buy and payEnter and approve a purchase invoice
Register the supplier's bill under its own number; approval stamps your PUR registration number and a payer marks it paid.
Explore the page →Buy and payRaise and approve a purchase order
A buyer raises a priced, numbered order aimed at the receiving store; an approver confirms or rejects it from the Inbox.
Explore the page →Run the storeFulfil a sales order
Take the order, confirm it, issue the goods and hand over a delivery note; stock leaves the store only when the goods issue is posted.
Explore the page →Run the storeReplenish stock with a purchase order
Receive a confirmed purchase order into the store and post the goods receipt; on-hand and the moving-average cost update at that moment.
Explore the page →Run the storeMove and count stock
Transfers, customer and supplier returns, signed adjustments and stocktakes — each document moves stock only when it is posted.
Explore the page →Run the storeCheck stock on hand
On-hand per product and store, a movement ledger linked to its documents, and moving-average stock value — with no stock number kept by hand.
Explore the page →PeopleClaim an expense
Employees file one claim per trip with a line per spend; an approver decides and a payer reimburses, each from their Inbox.
Explore the page →PeopleRequest a vacation
Employees request leave from the Personal workspace; paid leave is checked against the remaining days before a manager approves or rejects it.
Explore the page →PeopleMaintain vacation entitlements
HR gives every employee a yearly vacation-day account, pro-rated for mid-year starts, that approved requests draw down oldest year first.
Explore the page →PeopleRun the monthly payroll
A payroll officer records salaries and the month's bonuses and deductions, creates one run that computes every payslip, and an approver posts it.
Explore the page →Projects and timePlan a project so the timesheets run themselves
Create the project, add its tasks and staff the team with billing rates; once it is ACTIVE, every month's timesheet arrives pre-filled.
Explore the page →Projects and timeFill in your timesheet
The month arrives pre-filled with 8-hour working days; the employee adjusts the exceptions on a calendar and submits from the Inbox.
Explore the page →Projects and timeApprove and invoice a project timesheet
Approve each employee's month, let hours and value roll up to the project, then generate a draft sales invoice with one line per employee.
Explore the page →Serve the customerWork a support ticket
Log a ticket, triage it, hold the conversation on the ticket as a chat, and close it with a solution that feeds the knowledge base.
Explore the page →Serve the customerBook an appointment
Click a free 30-minute slot on a three-day grid, pick the customer and optionally the employee, and the slot shows as taken.
Explore the page →Keep the booksPost a manual journal entry
Write debit and credit lines on leaf accounts, post from the Inbox once they balance, and the entry gets its JE number and locks.
Explore the page →Review your process
Start with a real piece of work from your team.
Compare the ready-made model with today’s process and identify what needs to be adapted.