Stock and warehouses
What’s on hand at each location, moved between them, and counted without stopping the business.
- As many warehouses as you have locations, one of them the default
- On hand, reserved and available shown per location
- Transfers as a two-step send and receive, so goods in transit are not counted as arrived
- Stock counts over a whole warehouse or a slice, with variances calculated as you type
- Count adjustments posted to your accounts automatically
- A complete movement history: what moved, when, why, and which document caused it
- What your stock is worth, at average cost, per product and warehouse
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Projects and timesheets
The whole story for a business that sells time: budget it, track it, get it approved, invoice it.
- Time and materials, fixed fee or non-billable, per project
- Budgets in hours or money, per project, task or person, with over-budget alerts
- Time entry by day, week or month, with a running timer
- Two-stage approval before anything reaches an invoice
- Invoicing by project hour, task hour, person hour or line detail
- Worklogs imported from Jira where the time is already tracked
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People and payroll
An employee register built on the people records you already have, so nobody gets typed in twice.
- Departments as a real structure you can report on, not a name typed into a box
- Employees created from an existing contact, never retyped
- Leave requests against defined balances and public holidays
- Expense claims with receipts, reimbursed through a posted journal
- Payroll from contract to payslip PDF to a balanced journal to the payment
- Your own earnings, deductions and employer costs, as amounts, percentages or formulas
Good to know - HR arrives on the same switch as projects and timesheets. It’s one extension, not a second purchase.
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Sales pipeline
Leads before they are customers, and deals on a board that forecasts their worth.
- Leads kept out of the customer list until they convert, so customer counts stay true
- Conversion that links an existing account rather than duplicating it, and tells you it did
- Opportunities on a Kanban board with your own stages
- Capture leads straight from your own website with a paste-in form
- Win and lose with reasons, and the history of every stage change
- Forecast by month on weighted, committed and best-case value
- Compare the forecast with a past week, and see which months moved
- Follow-ups that run themselves when a lead arrives or a deal stalls
- Leads from HubSpot and Salesforce go to your lead inbox, not your customer list
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Goods receipts
Book stock in when it physically arrives, rather than when the supplier gets round to invoicing you.
- Receive against a purchase order line by line, with ordered, received and remaining shown
- Choose the warehouse the goods land in
- Stock arrives at the receipt, so the later purchase invoice does not move it again
- Three-way match: ordered against received against invoiced, line by line, with the reason a line disagrees in plain words
- Tolerances you set as an amount or a percentage, and a payment block with a recorded override reason
Good to know - The check happens when you go to pay, not when the invoice is entered, so an invoice that does not match still reaches your books and your supplier balance - it just cannot be paid until somebody fixes it, or overrides it and says why. Booking goods in moves the stock but records nothing owed, so between the delivery and the supplier’s invoice the goods are in your figures and the bill is not. Needs stock switched on first.
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Budgets and cost centers
A label you can put on the books - a department, a site, a product line - and a budget to measure what actually happened against.
- A cost-center tree of departments, product lines, regions or sites
- Any line in the books can carry a cost center, or none
- Budgets per fiscal year, by account, period and cost center
- Approve and lock a budget so it stops moving
- Budget versus actual, with variance and variance percentage
Good to know - A cost center is only a label. It never changes an amount or which side of the ledger a line falls on, so switching it on can’t move any figure you already have.
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Fixed assets
Register assets, depreciate them on a schedule that posts itself, and hand your auditor the movement schedule.
- Straight-line, declining-balance or sum-of-years depreciation
- The full period-by-period schedule generated when you activate an asset
- Depreciation posted for you, and a period can never post twice
- Revaluation and impairment, each to the accounts you nominate
- Disposal with the gain or loss entry made correctly
- The accounts it posts to are ones you pick from your own chart of accounts - none are fixed for you
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Manufacturing
Bills of materials, kept in versions, that drive work orders - and half-finished work that is properly costed while it sits there.
- Bills of materials with versions, output quantity, component lines and scrap
- Routings: the ordered operations and their standard hours
- Work centers carrying a cost per hour and an overhead percentage
- Work orders that release, consume, record labor and receive finished goods
- Material, labor and overhead go into work in progress; finished goods come out at what they actually cost
- Whatever is left over goes to production variance when the order closes, so a finished order leaves nothing sitting in work in progress
Good to know - Needs stock switched on first, because components and finished goods move through the same single stock path as everything else.
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B2B portal
A storefront your trade customers order from, where an order becomes a real document.
- One store or several, each with its own name, address, language and currency
- Your catalog, your design, your carousel and menu
- Customers order against their own account and delivery addresses
- Orders generate the documents you nominate - an invoice, a packing note, or both
- Your own shipping, refund, privacy and subscription policy text
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