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HR Management Recruitment (ATS)Payroll & WPS Time & Attendance Accounting & E-Invoicing CRM & Sales Pipeline Sales Orders & Fulfilment Inventory, Purchasing & Warehousing Procurement & Tenders Construction & Contracting Contracts & E-Signature Products & Online Store Point of Sale Rentals Subscriptions & Licensing Helpdesk & Ticketing Social Media Suite Influencer Marketing & Campaign ROI Project Management Activities Workspace Document Management PDF Tools & E-Signature Correspondence Register Team Chat & Calls Meetings & Video Learning & Certification (LMS)Asset Management Fleet Management Recognition & Gamification Contacts & Partners Notification Centre Reports & Dashboards Insights — Business Intelligence & Apps AI Copilot AI Agents & Automation AI Diagram Studio Website Builder ISO Compliance Suite (Imtithal)App Marketplace Customer & Partner Portal Security, Access & Compliance

Connections between modules — what moves, and how

Every place where one module's record or action changes or shows something in another. For each connection: what moves, how it travels (automatically, as a shared record, as a link, or on request), what you need first, and the steps — who does what, and what they see.

332 connections across 41 modules · Module-to-module map

By module

HR Management

A button in an app files a request in HR Insights — Business Intelligence & Apps On requestWhen someone presses a button or submits a form in an Insights app, HR's own action files the request, and it reaches the approver's HR queue.
A contact who is also an employee CRM & Sales Pipeline Shared recordWhen a CRM contact's e-mail matches an employee's, a link on the contact opens that employee's profile.
A hired applicant becomes an employee Recruitment (ATS) Shared recordHiring an applicant creates the employee record from the applicant's details and links the two.
A leaver stops being a driver of record Fleet Management AutomaticWhen HR applies a termination or completes an offboarding checklist, Fleet ends the employee's open vehicle handovers, tells them, and sets them inactive as a driver, so a vehicle does not stay assigned to someone who has left.
A leaver's equipment is chased automatically Asset Management AutomaticHR's offboarding start sends the leaver's identity to the register; the register answers with the list of assets they hold; checking one in ticks the matching task.
A leaver's final pay is settled with HR Payroll & WPS Shared recordHR starts the exit and ends the pay contract; HR managers can read and prepare settlements and mark the HR clearance items, and payroll pays and books the result.
A leaver's open tasks are flagged Project Management AutomaticWhen someone leaves, every open project task assigned to them is flagged as having a departed assignee, so work does not sit with a person who is gone.
A login is linked to an employee record Security, Access & Compliance Shared recordThe employee record holds the id of the person's login, so My team, My requests, My time and other personal screens know who is asking.
Agents read and act on HR records AI Agents & Automation On requestAn agent searches employees, reads requests and, within the runner's permissions, approves or updates them.
An employee becomes a driver Fleet Management Shared recordThe driver roster is built from HR employees: the name, phone, email, department, fuel card reference and sign-in are copied once when the person is promoted. Only employees whose record is linked to a login, who have not left and who are not yet drivers are offered.
Ask company policy and get an answer from your own documents AI Copilot On requestHR policy documents are retrieved by meaning and the Copilot answers only from the passages it finds.
Assets belong to HR's departments Asset Management Shared recordThe list of departments the asset form offers is read from HR, and the chosen department is kept on the asset.
Assign training to employees and departments Learning & Certification (LMS) Shared recordAssignments are made against HR employees and departments. HR sees every employee's learning in Team learning; a role that only assigns follows the departments it manages.
Attendance runs on the HR reporting line Time & Attendance Shared recordAttendance uses each person's HR record, their department, manager, work mode and sign-in link, to know who clocks in, who is told about leave and which departments a manager may decide for. HR's leave, overtime and attendance reports, the live in/out pill in employee lists and the My team page read from Attendance.
Copilot works with HR on request AI Copilot On requestCopilot reads and acts on HR data using the permissions of the person asking, and asks for approval before changing anything.
Department channels follow your HR structure Team Chat & Calls On requestA department's people, manager and job titles from HR fill a private chat channel, refreshed when an administrator presses Sync members.
Departments and people from HR address the mail Correspondence Register Shared recordDepartments and their heads come from HR; Correspondence uses them to route mail to a department, show a department head their own departments' mail, and split reports by department.
Departments show their open roles Recruitment (ATS) Shared recordA role can belong to an HR department, and that department's page counts its open roles.
Discuss an employee record with their manager Team Chat & Calls Shared recordAn HR employee page starts a private discussion; chat holds a link only and shows the employee card to those who may open it.
Drivers are your employees Fleet Management Shared recordA driver is created from an HR employee, copying name, phone, e-mail and department; when HR offboards a driver, open handovers close.
Expense claims use the employee record Accounting & E-Invoicing Shared recordAn expense claim is filed for an employee found through the HR record linked to their sign-in, and the employee's name travels on the claim.
HR alerts reach the right people Notification Centre AutomaticHires, departures, pay changes, approval steps assigned to a named person, benefit claim decisions, expiring visas and permits, probation and contract ends, due appraisals and onboarding or offboarding reminders become notifications for the person who must act or know.
HR changes appear in the audit log Security, Access & Compliance Shared recordThe Settings audit log reads HR's audit trail and its field-level change history and shows them in one list.
HR changes become pay changes Payroll & WPS AutomaticHR onboarding opens a pay contract, a recorded raise or cut starts a new contract on the effective date, a benefit enrolment adds a recurring deduction, and offboarding ends the contract on the last day.
HR creates follow-up to-dos Activities Workspace AutomaticHR creates to-dos on an employee: the final pay review when a termination is applied, a reminder when a certification close to expiry is recorded, and nudges or scheduled activities from the employee's profile. They appear in the Activities workspace of the person they are assigned to.
HR events and reminders reach managers and staff Notification Centre AutomaticHires, exits, probation and contract endings, document signing, approvals and onboarding reminders notify the right people.
HR gets its own workspace Document Management AutomaticWhen both modules are in the plan, Documents creates an HR documents workspace that is listed to people who can read employee records. Nothing moves into it by itself.
HR letters use the company profile Security, Access & Compliance Shared recordCompany name, headquarters address and logo entered once in the company profile appear on letters and other documents that HR generates.
HR requests handled on a confidential desk Helpdesk & Ticketing LinkThe HR desk type starts confidential with payroll, leave, grievance and letter categories, and a ticket can store a reference to an employee record. The reference is a pasted code and does not open the employee.
HR requests reach Slack or Teams Notification Centre LinkA request or approval step waiting for a decision is posted to a mapped Slack or Teams channel. The decision itself is taken in Tarleaks, so every approval step, the approver and the requester's notice are recorded; a button on the card answers with where to decide.
Insights reads HR data for report packs Insights — Business Intelligence & Apps Shared recordInsights report packs read HR people and goals data so you can build your own dashboards from them.
Job titles and departments sharpen the minutes Meetings & Video Shared recordWhen the company also runs HR, each attendee's job title and department are read into the AI prompt that drafts the summary and minutes, and into the attendee table of the Word and PDF minutes.
Learners are your employees Learning & Certification (LMS) Shared recordStaff courses are taken by employees found through the link between a login and an HR employee record, and assignments to a department use that department's active staff and its manager.
Leavers leave the boards, and erasure requests reach Recognition Recognition & Gamification AutomaticWhen HR records a departure, the person leaves the leaderboards and the thank-someone list from the next request on, with their history and points kept. When the data-protection officer marks an erasure request fulfilled, Recognition removes the person's name from kudos, reasons and notes and shows them as Former colleague; the points keep their numbers.
Leavers lose chat access Team Chat & Calls AutomaticWhen HR completes an employee's offboarding, chat blocks that person, ends their memberships and removes them from calls.
Leavers' assets appear on the offboarding checklist Asset Management AutomaticWhen HR starts offboarding someone, the list of assets they hold is sent to HR as return tasks; checking an asset in ticks the task.
Managers see the projects of the departments they manage Project Management Shared recordA manager with department-scoped access sees projects belonging to departments they manage in HR, plus the projects they own or are a member of.
Names, departments and managers come from HR Recognition & Gamification Shared recordLeaderboards, the dashboard and kudos suggestions read each person's name, department and manager from their HR employee record.
Offboarding and leave change chat access and presence Team Chat & Calls AutomaticWhen HR offboards a person chat access ends; approved leave shows as away.
Passing a course updates the HR skill record Learning & Certification (LMS) AutomaticWhen a certificate is issued, the matching skill on the employee's HR record is added or refreshed with its expiry.
Passing a course updates the skill record Learning & Certification (LMS) AutomaticWhen an exam certificate is issued, the person's HR skills are created or raised to the mapped level, valid until the certificate expires.
Payroll reads the employee record in HR Payroll & WPS Shared recordNames, departments, branches, national ids, phone numbers, e-mail addresses and the link between a person and their login come from the HR record. Employee bank accounts are payroll's own records.
People reports read HR records Reports & Dashboards Shared recordHeadcount, leave, overtime and expense reports read HR and attendance data when run.
People reports read HR under each manager's own scope Insights — Business Intelligence & Apps Shared recordEmployees, joining tasks, objectives and visa papers from HR are read for charts and reports, never copied, and each reader sees only the departments they may.
People's skills decide who can be offered for a project Project Management AutomaticWhenever someone's confirmed skills change in HR, or HR links a login to a person, HR sends their current skill list. Projects keeps its own copy and uses it to match resource requests. A person who leaves HR is no longer offered.
Privacy requests are answered from the audit trail Security, Access & Compliance Shared recordHR's request queue reads the audit trail kept by the security module to list everything that touched one person's data.
Project teams are measured against nationality targets Project Management Shared recordThe Compliance tab reads the nationality held in each employee's HR record for everyone assigned to the project's tasks and reports the Saudi and Emirati share.
Reports runs HR's headcount, leave and expense reports Reports & Dashboards On requestWhen someone runs an HR report from Reports and Dashboards, the figures are read live from HR, with the permissions of the person running it.
Thanks kept for an employee until they get a login Recognition & Gamification Shared recordA supervisor can thank an employee who has no account. The thanks and its points are kept for the employee record, and when HR creates the login (linked by work e-mail) the history appears on it: the kudos in the feed and the points in the balance, once.

Recruitment (ATS)

A careers site shows your open jobs Website Builder Shared recordThe careers template lists open jobs from Recruitment and sends each application, with its CV, back into it.
A hired applicant becomes an employee HR Management Shared recordHiring an applicant creates the employee record from the applicant's details and links the two.
Applicants can be reported on in Reports Reports & Dashboards AutomaticWhen a report runs, Reports reads the applicant list live, so charts show the pipeline as it is now.
Ask the Copilot to do recruiting work AI Copilot On requestThe Copilot reads roles, candidates, stages, offers and the funnel and, on confirmation, changes them, using the signed-in person's own permissions.
Departments show their open roles HR Management Shared recordA role can belong to an HR department, and that department's page counts its open roles.
Interviews become activities for the interviewer Activities Workspace Shared recordAn interview booked on a candidate is created as an activity linked to that candidate, so it appears on the assigned person's My activities.
Job descriptions are written in the online document editor Document Management LinkA role's long description and requirements are written in the same online document editor the Documents app uses, saved as document files, and the description's text is copied to the public career page.
Schedule interviews and follow-ups on an applicant Activities Workspace Shared recordInterviews and follow-up tasks are scheduled from the applicant page.

Payroll & WPS

A branch's country decides its payroll rules Security, Access & Compliance Shared recordBranches registered in security settings carry a country, which Payroll reads to choose the country pack, pay groups and bank-file details for people in that branch.
A final settlement is booked in the ledger Accounting & E-Invoicing AutomaticWhen a final settlement is posted, its lines become a ledger entry: an expense per component and the payable to the employee.
A leaver's final pay is settled with HR HR Management Shared recordHR starts the exit and ends the pay contract; HR managers can read and prepare settlements and mark the HR clearance items, and payroll pays and books the result.
A payroll run is checked against the ledger Reports & Dashboards On requestThe Reports module reads a payroll run and the ledger entry booked from it and says whether the two agree. Payroll payslips, runs, contracts, loans and work entries are also listed as data sources the Reports module can query.
Approved time and leave flow into pay Time & Attendance AutomaticAn approved weekly timesheet becomes one payroll work entry per worked day, with overtime as its own entry. Approved leave becomes one eight-hour entry for each calendar day of leave, typed paid or unpaid, and a rejected or cancelled leave removes them. Payroll's pre-run checks can flag employees with no clock records in the pay period, and payroll reads the weekend days set in Attendance. The pay run prices overtime from payroll's own overtime rate, not the multipliers kept in Attendance.
Copilot and your own AI assistant can run payroll AI Copilot On requestMore than a hundred payroll actions are available to Copilot and approved external assistants, each with the same permission as the screen and a confirmation step for changes.
HR changes become pay changes HR Management AutomaticHR onboarding opens a pay contract, a recorded raise or cut starts a new contract on the effective date, a benefit enrolment adds a recurring deduction, and offboarding ends the contract on the last day.
Payroll cost and reconciliation reports Reports & Dashboards Shared recordPayroll cost and payroll anomalies are read from Payroll and opened from the Report library in Insights (their cards in the Reports catalogue link there); the payroll against ledger reconciliation reads payroll runs and accounting entries.
Payroll gets its own workspace Document Management AutomaticWhen both modules are in the plan, Documents creates a Payroll workspace that is listed to people who can read payroll runs. Nothing moves into it by itself.
Payroll posts itself to the ledger Accounting & E-Invoicing AutomaticWhen a run is posted, one balanced journal entry with salaries, contributions, deductions and payables, tagged by department and branch, is written to the ledger exactly once.
Payroll preparer and approver must be different people Security, Access & Compliance AutomaticThe same separation-of-duties switch makes Payroll refuse approval, payment or posting of a run, loan or final settlement by the person who prepared it.
Payroll reads the employee record in HR HR Management Shared recordNames, departments, branches, national ids, phone numbers, e-mail addresses and the link between a person and their login come from the HR record. Employee bank accounts are payroll's own records.
Payroll shows up in the month-end checklist and cash forecast Accounting & E-Invoicing AutomaticAccounting reads the payroll entries it has already booked to tick the month-end payroll check and to estimate payroll cash out in the 13-week forecast.
Payroll status appears on the month-end page Insights — Business Intelligence & Apps Shared recordPayslips by state and the monthly payroll cost are counted on the Month-end close report. Individual pay stays covered.
People are told when payroll needs them Notification Centre AutomaticSubmitted and rejected runs, posted runs, rejected or overdue wage files, payslips ready and posted settlements each raise a notification to the right people.

Time & Attendance

Approved leave shows as an on-leave badge in chat Team Chat & Calls AutomaticWhen leave is approved, Chat shows an on-leave status to colleagues, with the end date only to people the person already talks to and never the leave type. Rejection or cancellation removes it.
Approved time and leave flow into pay Payroll & WPS AutomaticAn approved weekly timesheet becomes one payroll work entry per worked day, with overtime as its own entry. Approved leave becomes one eight-hour entry for each calendar day of leave, typed paid or unpaid, and a rejected or cancelled leave removes them. Payroll's pre-run checks can flag employees with no clock records in the pay period, and payroll reads the weekend days set in Attendance. The pay run prices overtime from payroll's own overtime rate, not the multipliers kept in Attendance.
Approved timesheets price the job's labour Construction & Contracting AutomaticWhen Attendance reports an approved day by project, the hours are priced from your labour rate cards and costed to the job, and they pre-fill the site diary's manpower. Until Attendance reports hours by project, the diary's manpower is typed by hand.
Ask about leave, or file and approve it, by conversation AI Copilot On requestThe Copilot reads leave balances and attendance and, after a confirmation card, files or decides leave on a person's behalf using that person's own permissions.
Attendance changes appear in the audit log Security, Access & Compliance Shared recordThe Settings audit log reads Attendance's audit trail and shows it with the other apps' records.
Attendance runs on the HR reporting line HR Management Shared recordAttendance uses each person's HR record, their department, manager, work mode and sign-in link, to know who clocks in, who is told about leave and which departments a manager may decide for. HR's leave, overtime and attendance reports, the live in/out pill in employee lists and the My team page read from Attendance.
Check-in status feeds presence Team Chat & Calls AutomaticAttendance availability can colour a person's presence.
Depots come from your work locations Fleet Management Shared recordThe depot picker on a vehicle lists the work locations already set up in Time & Attendance, so a depot is named once for the whole company.
Help desk skips people on approved leave Helpdesk & Ticketing AutomaticEach leave approval, rejection and cancellation tells the help desk who is away and on which days, so automatic assignment does not give new tickets to a desk member on approved leave today. Leave approved before the desk kept this list is sent once with Send approved leave again.
Insights reads timesheets and project time Insights — Business Intelligence & Apps Shared recordInsights ships a Time and billing dashboard that reads weekly timesheets and project time, and its report builder can chart time entries, leave requests and balances where the viewer's role may read them.
Leave requests reach the approver and the decision reaches the employee Notification Centre AutomaticA submitted leave request notifies the approver; the approval or rejection notifies the employee.
People are told when leave needs them or is decided Notification Centre AutomaticA new leave request tells the requester's manager; an approval or rejection tells the employee. Notification templates for these have fields for the employee, leave type, dates and reason.
Project time and clock time share one weekly timesheet Project Management AutomaticTime tracked on project tasks, by timer or manual entry, is copied into the attendance work log with its project, task, client, billable flag and rate. Approved leave is sent to Project Management, which subtracts it from available hours; leave approved before it kept that list is sent once with Send approved leave again.
Reports run on attendance and leave data Reports & Dashboards Shared recordReports can run HR's leave, overtime hours and attendance reports and can query time entries and leave requests as datasets, grouped by employee, source, leave type or status.

Accounting & E-Invoicing

A certified claim becomes an invoice in Accounting Construction & Contracting AutomaticWith the automated path switched on, a certified claim, an advance or a retention release asks Accounting for a draft invoice, with the retention and the advance recovery as deductions on the same invoice. Accounting answers when the invoice is issued, paid or voided and the claim follows. Without it the accountant raises the invoice and records its number by hand.
A completed return drafts a credit note Sales Orders & Fulfilment AutomaticWhen a return is completed, the returned lines and the selling branch go to Accounting, which drafts a credit note against the invoice that was drafted for the order, for the returned quantities.
A contract is approved through Accounting's approval chain Contracts & E-Signature AutomaticWhen the approval chain is used, each click on Approve is a step of the chain you set for contracts in Accounting, and a decision taken in Accounting's approval inbox moves the contract. Without Accounting, one approver in Contracts decides.
A disposed fixed asset retires the vehicle Fleet Management AutomaticWhen finance disposes of a fixed asset that is a vehicle, Fleet marks the vehicle as disposed.
A final settlement is booked in the ledger Payroll & WPS AutomaticWhen a final settlement is posted, its lines become a ledger entry: an expense per component and the payable to the employee.
Accounting customers and suppliers are parties Contacts & Partners Shared recordAccounting partners are linked to parties, and bills and invoices show the party's current name and buyer details.
Accounting figures feed the month-end close page Insights — Business Intelligence & Apps Shared recordUnposted invoices, unapproved bills and invoices owed are read for the Month-end close, Executive overview and Customer 360 packs.
Accounting gets its own workspace Document Management AutomaticWhen both modules are in the plan, Documents creates an Accounting workspace that is listed to people who hold the accounting read permission. Nothing moves into it by itself.
Agents read accounting figures AI Agents & Automation On requestAn agent fetches ledger and invoice figures the caller is permitted to see.
An accepted influencer fee becomes a supplier bill Social Media Suite AutomaticWhen you accept an influencer's deliverables on a campaign, the fee goes to Accounting as a draft supplier bill: the same amount and currency, the influencer as the supplier, and VAT from the tax your country pack names for it. The bill's number and progress (draft, booked, paid) come back onto the assignment. Nothing is sent while the Accounting link is off.
Approvals, cost codes and job cost flow both ways Construction & Contracting AutomaticA submitted claim, variation, subcontract or certificate opens an approval in Accounting that follows your matrix, and the decision returns. Your cost codes are copied to Accounting's cost analysis, and costs posted there against a job's project, with the tax rates, come back to the job.
Approved project time becomes cost and billable lines Project Management AutomaticApproved time entries become cost and billable-amount lines per project in accounting, and Projects marks the entry posted. Projects reads invoiced revenue from invoices already linked to a project, but nothing in accounting links an invoice to a project, so revenue shows zero until that link exists.
Assets become fixed assets with book values Asset Management AutomaticAsking to capitalise (or registering an asset above the threshold) makes accounting create a fixed asset; accounting's depreciation, revaluation and disposal flow back onto the asset.
Authors cannot approve their own accounting entries Security, Access & Compliance AutomaticA company-level switch in security settings makes Accounting refuse to let the creator of an entry, bill, expense claim or payment batch also post or approve it.
Credit is checked before an order is confirmed Sales Orders & Fulfilment AutomaticWhen someone confirms an order, Sales Orders asks Accounting for the customer's credit decision for that amount. A customer on hold is blocked; over the limit, Accounting's setting decides between a recorded warning (the default) and a block.
Credit limits are checked when a quote is sent CRM & Sales Pipeline On requestWhen a rep sends a quote for a customer, accounting is asked whether the customer's credit limit and hold status allow it, and its decision is recorded against the quote.
CRM quotes are credit-checked and deals see payment CRM & Sales Pipeline AutomaticCRM asks accounting for a credit decision when a quote is sent, accounting tells CRM when a deal's invoice is created, paid or voided, and accounting's tax rates reach CRM quotes.
Customers see and pay their invoices Customer & Partner Portal Shared recordOpen and paid invoices, instalments and receipts from Accounting appear on the customer's statement; an online payment creates a receipt in Accounting once the gateway confirms it.
Customers see their statement and pay online Customer & Partner Portal Shared recordA portal user sees their company's open invoices and receipts, and an online payment becomes an ordinary customer receipt in accounting.
Delivered orders become draft invoices Sales Orders & Fulfilment AutomaticA delivered or dispatched order drafts a customer invoice, a completed return drafts a credit note, and payment or voiding flows back to the order.
Discuss a journal entry with colleagues Team Chat & Calls Shared recordA journal entry page can open or share a conversation; chat holds only a link and shows the entry card to people who may open it.
Discussion and follow-ups on bills, invoices and journal entries Activities Workspace Shared recordSupplier bills, customer invoices, journal entries and e-invoicing filings show the shared message thread, followers and scheduled activities of the record.
Exam fees become tax invoices Learning & Certification (LMS) AutomaticA captured till sale reaches accounting as a simplified tax invoice, and a refund as a credit note, exactly once.
Expense claims use the employee record HR Management Shared recordAn expense claim is filed for an employee found through the HR record linked to their sign-in, and the employee's name travels on the claim.
Finance alerts reach the right people Notification Centre AutomaticLedger and compliance changes are announced and delivered in the app and by e-mail to the roles named in each alert.
Finance reports read the ledger Reports & Dashboards Shared recordTrial balance and profit and loss, and the VAT return in UAE and Saudi workspaces, are read live from the ledger. They are opened from the Report library in Insights; their cards in the Reports catalogue say so and link there instead of offering Run.
Learning centre till payments become tax invoices Learning & Certification (LMS) AutomaticA payment captured or refunded at a learning-centre till on a mapped branch becomes a simplified e-invoice or credit note, including the fee lines and a business buyer when a company pays.
One register of customers and vendors Contacts & Partners Shared recordA customer or vendor created in accounting becomes a party in the shared register, parties created elsewhere are available in accounting's pickers, and a delivered order creates the accounting customer from the party if there is none.
Online store orders reach the books Products & Online Store AutomaticWhen an online order is paid (or promised on delivery), Accounting receives the customer, lines, tax and shipping and drafts the invoice; each refund drafts a credit note. Accounting stands down for the invoice when Sales Orders is in your plan, because the sales order invoices instead.
Payroll posts itself to the ledger Payroll & WPS AutomaticWhen a run is posted, one balanced journal entry with salaries, contributions, deductions and payables, tagged by department and branch, is written to the ledger exactly once.
Payroll shows up in the month-end checklist and cash forecast Payroll & WPS AutomaticAccounting reads the payroll entries it has already booked to tick the month-end payroll check and to estimate payroll cash out in the 13-week forecast.
Quotes use the sales taxes kept in accounting CRM & Sales Pipeline AutomaticEvery sales tax created or changed in accounting is copied into a read-only list in CRM, which quote lines use for their rate.
Rental charges become invoices Rentals AutomaticRentals send the charges of a booking to Accounting, which drafts an invoice, or a credit note for money going back, and tells Rentals the invoice it drafted, then each payment, and if the invoice is voided. Accounting's tax rates also reach Rentals so prices carry the right tax.
Requests and awards are approved where finance approves Procurement & Tenders AutomaticA submitted request or award opens an approval in Accounting that follows your matrix; the decision returns to Procurement. Accounting also sends its budgets, tax rates and exchange rates, so the budget check, VAT and foreign-currency comparison use your real figures.
Sales taxes come from Accounting's tax list Sales Orders & Fulfilment Shared recordThe sales taxes you set up in Accounting are kept up to date in the order desk, so the tax picker on an order line is your real tax list.
Scanned bills and receipts become drafts Document Management Shared recordSupplier, VAT number, dates, totals and lines that Documents read from a scanned invoice or receipt reach Accounting as a draft bill or expense line, only when a person picks that document.
Scanned invoices and charts become records you review AI Copilot On requestRows the Copilot extracts from PDFs, scans and spreadsheets travel to Accounting only after you review and validate them against its rules.
Stock movements, purchase orders and bills line up Inventory, Purchasing & Warehousing AutomaticEvery posted stock movement becomes a balanced ledger entry, purchase orders and receipts are mirrored for bill matching, a posted landed cost adds to the cost, and the stock value is reported daily for reconciliation.
Subscription invoices are billed through accounting Subscriptions & Licensing AutomaticEach invoice raised by a billing run is sent to Accounting as a draft customer invoice, or a credit note for credit lines. Accounting sends back the invoice reference, every payment (full or part), and any voiding, and its tax rates reach Subscriptions. A payment taken from a customer's saved card goes to Accounting as a card receipt, which marks the subscription invoice paid.
Taxes created in Accounting appear on products Products & Online Store Shared recordThe company's tax list (names and rates) is copied into the catalogue whenever Accounting creates or changes a tax, and a single standard sales tax is given to taxable products that name none.
The asset register and the ledger share one asset Asset Management AutomaticAn asset registered with a value at or above the threshold, or capitalised by a person, is sent to Accounting with its name, tag, cost, currency and service date. Accounting's depreciation, revaluation and disposal come back as the asset's book value, accumulated depreciation and accounting status.
The Copilot works the finance module for you AI Copilot On requestThe Copilot reads the ledger, ageing and bills and, after you approve, posts, approves and closes under the asking person's own accounting permissions.
The deal follows its invoice and its commission CRM & Sales Pipeline AutomaticWhen accounting drafts, settles or voids the invoice it raised for a deal's order, the deal shows Invoiced, Paid or Voided with a timeline note, and commission payouts become earned or are clawed back.
Till takings post as one entry or one invoice per order Point of Sale AutomaticBy default, closing a till session sends Accounting what each payment method took, sales and output tax by rate, tips, rounding, cash in and out and the counted difference, and Accounting drafts one balanced journal entry; a refund is netted into the shift it was paid out in. If you choose one entry per sale, each paid sale becomes a draft invoice and each refund a credit note. In the other direction, Accounting's tax rates reach the till.
Work in progress is posted to the ledger Construction & Contracting AutomaticWhen you post an approved work-in-progress snapshot, Accounting books one entry for the contract asset or liability, the revenue and any loss provision, reversing the last posted position, so the ledger always equals the latest snapshot.

CRM & Sales Pipeline

A contact who is also an employee HR Management Shared recordWhen a CRM contact's e-mail matches an employee's, a link on the contact opens that employee's profile.
A ready-made sales pipeline report Insights — Business Intelligence & Apps On requestInsights offers a Sales pipeline report pack built on CRM deals and leads, limited to what each viewer may read.
A sales leaderboard appears on the CRM home Recognition & Gamification LinkWith both modules in the plan, the CRM home ranks reps by revenue won this month, calculated from the opportunities already on screen. The ranking uses revenue, not recognition points.
A ticket carries the CRM customer it concerns Helpdesk & Ticketing LinkA ticket can store a CRM contact as its requester (through Copilot or the API) and be linked to a CRM company or contact. The ticket keeps the reference; no CRM screen lists the customer's tickets yet.
A website enquiry becomes a CRM lead Website Builder AutomaticA contact or quote form on the website creates a lead in CRM with the visitor's message.
A won deal becomes a delivery project Project Management On requestFrom a won deal you can start a project carrying the deal's name (with the customer in front), amount as budget, currency and owner. A workspace can also switch on a setting so a project with the deal's name and owner is created automatically, once per deal, when a deal is won.
A won deal can open a draft order Sales Orders & Fulfilment AutomaticWith the setting on, a deal marked won creates an empty pending order carrying the account and currency. Either way, a Create order button on a won deal opens the order form pre-filled. The setting is off by default.
A won deal earns its owner a badge Recognition & Gamification AutomaticClosing an opportunity as won gives the deal's owner the Deal Closed badge and its 20 points, once per deal, even if the deal is reopened and won again.
Agents work with leads and deals AI Agents & Automation On requestAn agent lists leads and opportunities and drafts follow-ups using the caller's CRM permissions.
An accepted quote becomes a draft contract Contracts & E-Signature AutomaticWhen a customer accepts a quote in Sales, Contracts drafts a contract with the customer, a title, the value and the currency filled in, once per quote. Off until the administrator turns it on.
An accepted quote becomes a sales order Sales Orders & Fulfilment AutomaticAccepting a quote creates one sales order carrying its lines, tax, currency and customer. A won deal with no quote can also draft an order if your company asks for it, and a delivered order adds a note to the deal.
Calls, meetings and to-dos on a lead appear in the shared agenda Activities Workspace Shared recordAn activity scheduled against a lead, contact, account or deal belongs to the shared activity system, so the person it is assigned to sees it in their own list.
Credit limits are checked when a quote is sent Accounting & E-Invoicing On requestWhen a rep sends a quote for a customer, accounting is asked whether the customer's credit limit and hold status allow it, and its decision is recorded against the quote.
CRM accounts are parties Contacts & Partners Shared recordA CRM account created or edited becomes one party, and CRM keeps the party link and a copy of its name.
CRM contacts appear as people under the party Contacts & Partners AutomaticA contact created, edited, moved or deleted in CRM creates, updates, re-parents or retires one person under the company's party, without duplicates however often the change is delivered.
CRM deals and leads feed the pipeline report Insights — Business Intelligence & Apps Shared recordOpportunities, leads, owners, close dates and lost reasons are read for the Sales pipeline, Out on the road and Customer 360 packs.
CRM quotes are credit-checked and deals see payment Accounting & E-Invoicing AutomaticCRM asks accounting for a credit decision when a quote is sent, accounting tells CRM when a deal's invoice is created, paid or voided, and accounting's tax rates reach CRM quotes.
CRM sends template requests to the vendor desk Helpdesk & Ticketing On requestWhen a CRM user asks for a new form template, the request is filed as a ticket with the vendor's support desk.
Customer and partner portals on your website Website Builder Shared recordPortal templates let customers see and accept CRM quotes and let partners register deals and follow commissions.
Customers sign Sales quotes through Contracts Contracts & E-Signature AutomaticA customer who chooses to sign a quote from its link gets a Contracts signing invitation for the quote's PDF; Contracts tells CRM when it is signed, declined, expired or withdrawn, so the quote is accepted with the signed copy or declined with the reason.
Discuss a deal in chat Team Chat & Calls Shared recordA deal or customer record opens a chat about it.
Discuss a lead or deal in chat Team Chat & Calls Shared recordA CRM lead or opportunity can be discussed or pasted as a card; chat stores only a link and resolves the card for each reader.
One customer record shared by every module Contacts & Partners AutomaticA CRM account creates or updates a single customer in the shared register, and changes or merges in the register flow back so CRM never holds a stale duplicate. In Parties, the customer page also shows CRM's contacts and open deals.
Quotes and deals flow through the portals Customer & Partner Portal Shared recordCRM quotes shared by staff show in the customer portal; partner deals registered in the portal are held with CRM records.
Quotes are priced from the product catalogue Products & Online Store AutomaticProducts, variants and price lists come from Products and Online Store. Quote lines are priced by its engine and a copy of each product is kept in CRM for quick search.
Quotes use the sales taxes kept in accounting Accounting & E-Invoicing AutomaticEvery sales tax created or changed in accounting is copied into a read-only list in CRM, which quote lines use for their rate.
Reassigned deals and reminders reach the right people Notification Centre AutomaticReassigning deals in bulk tells the new owner and the deal's followers in the bell and by e-mail; reminders for waiting approvals, pending payouts and incomplete sales teams go to named people. When a customer accepts or declines a quote from its link, the quote's owner is told in the bell, with the total or the reason.
Rental lines on an accepted quote create the rental Rentals AutomaticWhen a quote with rental lines is accepted, the rental module receives the customer, dates, quantity and price.
Schedule a call or meeting on a lead or customer Activities Workspace Shared recordActivities attached to a lead or customer show on its page and in the owner's task list.
Subscription lines on an accepted quote start subscriptions Subscriptions & Licensing AutomaticWhen a quote is accepted, each subscription line becomes one draft subscription for the quote's customer, on the active plan linked to the product. Sales roles can read the plan and the subscription it became.
The Copilot works your pipeline and your records AI Copilot On requestThe platform Copilot reads and changes CRM records on your behalf, and a sparkle button on each record summarises it, drafts a reply or suggests the next action.
The deal follows its invoice and its commission Accounting & E-Invoicing AutomaticWhen accounting drafts, settles or voids the invoice it raised for a deal's order, the deal shows Invoiced, Paid or Voided with a timeline note, and commission payouts become earned or are clawed back.
The deal's timeline shows the delivery Sales Orders & Fulfilment AutomaticWhen an order is delivered, CRM adds a done note with the order number, currency and total to the deal and the account.

Sales Orders & Fulfilment

A completed return drafts a credit note Accounting & E-Invoicing AutomaticWhen a return is completed, the returned lines and the selling branch go to Accounting, which drafts a credit note against the invoice that was drafted for the order, for the returned quantities.
A customer accepts a quote on the portal and the order follows Customer & Partner Portal AutomaticWhen a customer accepts a quote on the customer portal, Sales Orders creates the order the same way as for a rep's acceptance.
A paid online order is fulfilled as a sales order, and its status comes back Products & Online Store AutomaticA paid online order creates a confirmed sales order with its product lines and Inventory reserves stock; when the warehouse dispatches or delivers, the online order moves to shipped or delivered with the delivery number as tracking, and a cancellation is mirrored too.
A won deal can open a draft order CRM & Sales Pipeline AutomaticWith the setting on, a deal marked won creates an empty pending order carrying the account and currency. Either way, a Create order button on a won deal opens the order form pre-filled. The setting is off by default.
An accepted quote becomes a sales order CRM & Sales Pipeline AutomaticAccepting a quote creates one sales order carrying its lines, tax, currency and customer. A won deal with no quote can also draft an order if your company asks for it, and a delivered order adds a note to the deal.
An accepted quote becomes a sales order Customer & Partner Portal AutomaticWhen a customer accepts a quote in the portal, a sales order with the quote's lines is created from it.
Credit is checked before an order is confirmed Accounting & E-Invoicing AutomaticWhen someone confirms an order, Sales Orders asks Accounting for the customer's credit decision for that amount. A customer on hold is blocked; over the limit, Accounting's setting decides between a recorded warning (the default) and a block.
Delivered orders become draft invoices Accounting & E-Invoicing AutomaticA delivered or dispatched order drafts a customer invoice, a completed return drafts a credit note, and payment or voiding flows back to the order.
Orders feed the Insights report pack Insights — Business Intelligence & Apps Shared recordThe Orders and fulfilment report pack reads orders, deliveries and returns and shows the order funnel, money in orders not yet shipped, monthly order value, deliveries and returns by state, warehouse shipments and invoiced value.
Orders point at the shared customer Contacts & Partners Shared recordSales orders carry a customer from this register, renames follow, and merged duplicates move their orders to the surviving customer.
Orders use register customers Contacts & Partners Shared recordSales orders carry the party and show its current name.
People are told when a return is completed Notification Centre AutomaticA completed return sends a notice with the return number, refund amount and method to people who may view returns.
Rental lines of a quote go to Rentals, not the sales order Rentals AutomaticWhen a quote mixes goods and rentals and you hold Rentals, the sales order carries only the goods and the rental lines are left for Rentals to pick up. A quote with only rental lines makes no sales order.
Sales orders are priced by the catalogue Products & Online Store On requestWhen a clerk picks a product, Sales Orders asks the catalogue for that customer's price on the sales-orders channel, with the tax, unit and stock item. If the catalogue cannot answer, a typed price still goes through.
Sales orders feed the fulfilment and customer reports Insights — Business Intelligence & Apps Shared recordOrders and their progress through shipping and invoicing are read for the Orders and fulfilment and Customer 360 packs.
Sales taxes come from Accounting's tax list Accounting & E-Invoicing Shared recordThe sales taxes you set up in Accounting are kept up to date in the order desk, so the tax picker on an order line is your real tax list.
Stock follows the order Inventory, Purchasing & Warehousing AutomaticA confirmed order reserves stock, a cancelled one releases it, a dispatched delivery ships it and a completed return puts it back or scraps it. Sales orders also asks inventory how much can be promised.
Subscription lines of a quote go to Subscriptions Subscriptions & Licensing AutomaticWhen a quote includes a subscription line and you hold Subscriptions, the order carries the other lines and Subscriptions creates the subscription.
The Copilot works your order desk AI Copilot On requestThe Copilot can find, create, confirm and cancel orders, handle deliveries and decide returns, using the asking person's permissions and asking for approval before any change.
The deal's timeline shows the delivery CRM & Sales Pipeline AutomaticWhen an order is delivered, CRM adds a done note with the order number, currency and total to the deal and the account.

Inventory, Purchasing & Warehousing

Ask the assistant instead of clicking AI Copilot On requestThe Copilot and any connected AI client read stock and, after you confirm, post movements, counts and purchase orders under your own permissions.
Awards become purchase orders and receipts rate the supplier Procurement & Tenders AutomaticAn approved award or call-off asks Inventory for one purchase order per supplier, and the order number returns to the award line. Goods receipts return to Procurement as supplier performance, and the awarded prices can be written back to the item's supplier prices. Each order line carries the budget account of its request line, so the order counts as committed against that budget until the supplier's bill is posted in Accounting.
Low stock reaches the right people Notification Centre AutomaticA low-stock alert goes to everyone who can read items, in the app and by e-mail.
Materials issued to a job become the job's cost Construction & Contracting AutomaticStock issued to a project is booked to Project materials cost with the project as the dimension and announced to Construction, which records it as the job's material cost. A return from site credits the same job.
Rented items leave the shelf count, not your books Rentals AutomaticA rental pick-up moves the item to a Rented out location and the return brings it back, so availability is honest while the asset stays on your books.
Stock and purchasing feed the stock report Insights — Business Intelligence & Apps Shared recordItems, stock movements and purchase orders not yet received are read for the Stock pack, Orders and fulfilment pack and the month-end page.
Stock follows the order Sales Orders & Fulfilment AutomaticA confirmed order reserves stock, a cancelled one releases it, a dispatched delivery ships it and a completed return puts it back or scraps it. Sales orders also asks inventory how much can be promised.
Stock movements, purchase orders and bills line up Accounting & E-Invoicing AutomaticEvery posted stock movement becomes a balanced ledger entry, purchase orders and receipts are mirrored for bill matching, a posted landed cost adds to the cost, and the stock value is reported daily for reconciliation.
Stocked products get stock items, and online orders move stock Products & Online Store AutomaticA product marked as stock-tracked gets a stock item per live variant in Inventory; the shop and the catalogue show availability from Inventory; and, when Sales Orders is not in your plan, an online order takes stock off the shelf and a cancelled one puts it back.
Suppliers come from the shared party register Contacts & Partners Shared recordPurchase orders point at a supplier in the shared party register, and merging duplicate suppliers moves their orders to the one that remains.
The till takes stock and puts it back Point of Sale AutomaticA paid sale takes its stocked lines off the shelf at cost, and a refund puts them back at the cost they left with.

Procurement & Tenders

A supplier is a vendor in the shared register Contacts & Partners Shared recordA supplier is linked to a vendor record in Parties; approving an application links it to an existing vendor or creates one there. Procurement keeps a read-only copy of names and contacts, so a company is never typed twice.
Awards and framework agreements are signed through Contracts Contracts & E-Signature AutomaticProcurement asks Contracts to collect the signatures for an approved award letter or framework agreement and is told when the request is completed, declined, expired or withdrawn. The signed document is also filed in the contract register.
Awards become purchase orders and receipts rate the supplier Inventory, Purchasing & Warehousing AutomaticAn approved award or call-off asks Inventory for one purchase order per supplier, and the order number returns to the award line. Goods receipts return to Procurement as supplier performance, and the awarded prices can be written back to the item's supplier prices. Each order line carries the budget account of its request line, so the order counts as committed against that budget until the supplier's bill is posted in Accounting.
Invitations, addenda, results and reminders are sent for you Notification Centre AutomaticProcurement sends an invitation, an addendum notice, a result, a document-expiry reminder and a sign-in code to suppliers, and notices to your own team, in English and Arabic, through the Notifications settings you already have.
Requests and awards are approved where finance approves Accounting & E-Invoicing AutomaticA submitted request or award opens an approval in Accounting that follows your matrix; the decision returns to Procurement. Accounting also sends its budgets, tax rates and exchange rates, so the budget check, VAT and foreign-currency comparison use your real figures.
Unopened sealed bids hold back a move to your own server Security, Access & Compliance AutomaticWhile a tender holds sealed bids that are not opened yet, the move page names them and no move code can be made, because those bids can only be opened with Tarleaks Cloud's key.

Construction & Contracting

A certified claim becomes an invoice in Accounting Accounting & E-Invoicing AutomaticWith the automated path switched on, a certified claim, an advance or a retention release asks Accounting for a draft invoice, with the retention and the advance recovery as deductions on the same invoice. Accounting answers when the invoice is issued, paid or voided and the claim follows. Without it the accountant raises the invoice and records its number by hand.
A contract job and its project Project Management Shared recordEvery contract job is tied to one project in Projects, which keeps the schedule and the tasks. The job reads the project's name and status, and an archived project is flagged on its live job.
Approvals, cost codes and job cost flow both ways Accounting & E-Invoicing AutomaticA submitted claim, variation, subcontract or certificate opens an approval in Accounting that follows your matrix, and the decision returns. Your cost codes are copied to Accounting's cost analysis, and costs posted there against a job's project, with the tax rates, come back to the job.
Approved timesheets price the job's labour Time & Attendance AutomaticWhen Attendance reports an approved day by project, the hours are priced from your labour rate cards and costed to the job, and they pre-fill the site diary's manpower. Until Attendance reports hours by project, the diary's manpower is typed by hand.
Clients, subcontractors and banks are parties Contacts & Partners Shared recordThe client of a job, a subcontractor and the bank behind a bond are picked from the register of parties, so each exists once. When two parties are merged, the jobs, subcontracts and bonds follow the surviving one.
Contracts, bond letters, delivery notes and site photos Document Management LinkFiles that belong to a job are kept in Documents and linked from the record: the contract and its signed copy, a bond and its extension letters, a delivery note for materials on site, a variation's instruction, and the diary's photos.
Job contracts and subcontracts are signed through Contracts Contracts & E-Signature AutomaticConstruction asks Contracts to collect the signatures for a job contract or a subcontract and is told the outcome, which is then shown on the job or the subcontract. Where Contracts is not in your plan, the signed copy is uploaded by hand.
Materials issued to a job become the job's cost Inventory, Purchasing & Warehousing AutomaticStock issued to a project is booked to Project materials cost with the project as the dimension and announced to Construction, which records it as the job's material cost. A return from site credits the same job.
Pick the machine from the asset register Asset Management Shared recordThe site diary lists the machines from your asset register, with their tag, name and status, so equipment on site is one record, not typed text. Without Assets, equipment is described in words.
The right person is told before a guarantee expires Notification Centre AutomaticThe daily check sends alerts for bonds approaching their expiry, claims waiting for certification, overdue client payments and missing diaries, and the incident notice for a site diary, each once, to the people the module's workflows name.
Work in progress is posted to the ledger Accounting & E-Invoicing AutomaticWhen you post an approved work-in-progress snapshot, Accounting books one entry for the contract asset or liability, the revenue and any loss provision, reversing the last posted position, so the ledger always equals the latest snapshot.

Contracts & E-Signature

A contract is approved through Accounting's approval chain Accounting & E-Invoicing AutomaticWhen the approval chain is used, each click on Approve is a step of the chain you set for contracts in Accounting, and a decision taken in Accounting's approval inbox moves the contract. Without Accounting, one approver in Contracts decides.
An accepted quote becomes a draft contract CRM & Sales Pipeline AutomaticWhen a customer accepts a quote in Sales, Contracts drafts a contract with the customer, a title, the value and the currency filled in, once per quote. Off until the administrator turns it on.
Awards and framework agreements are signed through Contracts Procurement & Tenders AutomaticProcurement asks Contracts to collect the signatures for an approved award letter or framework agreement and is told when the request is completed, declined, expired or withdrawn. The signed document is also filed in the contract register.
Contract files and signed copies are kept in Documents Document Management Shared recordThe text of each version, the signed PDF and the certificate are filed in Documents, and the signed copy is kept under legal hold. A file chosen from Documents is opened as the person sending it.
Customers sign Sales quotes through Contracts CRM & Sales Pipeline AutomaticA customer who chooses to sign a quote from its link gets a Contracts signing invitation for the quote's PDF; Contracts tells CRM when it is signed, declined, expired or withdrawn, so the quote is accepted with the signed copy or declined with the reason.
Finished PDFs are sealed with your company certificate PDF Tools & E-Signature AutomaticWhen the last person signs, Contracts asks PDF Tools to seal the finished PDF with the certificate the administrator chose; a colleague can also sign with their own certificate. Without PDF Tools the copy is protected by its fingerprint.
Job contracts and subcontracts are signed through Contracts Construction & Contracting AutomaticConstruction asks Contracts to collect the signatures for a job contract or a subcontract and is told the outcome, which is then shown on the job or the subcontract. Where Contracts is not in your plan, the signed copy is uploaded by hand.
Notes and follow-up live on every contract Activities Workspace Shared recordEvery contract and signing request has a place for notes, messages and follow-up tasks, beside the history of changes, shared with everyone who follows the record.
Signers and staff are told at every step Notification Centre AutomaticSigners get an invitation, reminders, a sign-in code and their signed copy by e-mail. Staff are told in the bell and by e-mail when a contract needs approval, is approved, rejected, signed, expiring, expired or ended, when a request is completed, declined, expired or withdrawn, and when an obligation is due or overdue.
The counterparty is a customer or supplier from Parties Contacts & Partners Shared recordA contract names its counterparty from the party register, with its tax number and contacts. A new counterparty can be created from the contract form. When two parties are merged, their contracts and signers move to the one that remains.

Products & Online Store

A paid online order is fulfilled as a sales order, and its status comes back Sales Orders & Fulfilment AutomaticA paid online order creates a confirmed sales order with its product lines and Inventory reserves stock; when the warehouse dispatches or delivers, the online order moves to shipped or delivered with the delivery number as tracking, and a cancellation is mirrored too.
A paid online subscription order becomes a draft subscription Subscriptions & Licensing AutomaticWhen a shopper pays for an order that contains a subscription product, Subscriptions creates a draft subscription for the matching customer, with the period and seats from the order line, once. The website can also list plans and verify licence keys through the store.
Notes and history on products, orders, stores and price lists Activities Workspace Shared recordProducts, orders, stores and price lists carry the suite's shared notes thread, so teammates discuss a record where it lives, next to the history of what changed.
Online store orders reach the books Accounting & E-Invoicing AutomaticWhen an online order is paid (or promised on delivery), Accounting receives the customer, lines, tax and shipping and drafts the invoice; each refund drafts a credit note. Accounting stands down for the invoice when Sales Orders is in your plan, because the sales order invoices instead.
Price lists are given to customers from the customer register Contacts & Partners Shared recordCustomers are chosen from the shared register (never typed again); renames refresh the catalogue's copy, and a merge of two customers moves the loser's price list to the survivor.
Product pictures and downloads live in Documents Document Management Shared recordA picture or a download file is uploaded through Documents into your own storage and the product keeps only a reference to it.
Quotes are priced from the product catalogue CRM & Sales Pipeline AutomaticProducts, variants and price lists come from Products and Online Store. Quote lines are priced by its engine and a copy of each product is kept in CRM for quick search.
Rental products and website booking requests become reserved bookings Rentals AutomaticRentals reads rental products, categories and customer price lists from the catalogue. A booking request made on your online store becomes one booking, reserved if the item is free for the dates, otherwise a quote booking that says why.
Sales orders are priced by the catalogue Sales Orders & Fulfilment On requestWhen a clerk picks a product, Sales Orders asks the catalogue for that customer's price on the sales-orders channel, with the tax, unit and stock item. If the catalogue cannot answer, a typed price still goes through.
Staff are told when an order needs them Notification Centre AutomaticA paid order, a cancelled order and a refund become messages to the people whose role works that step; placed, shipped, delivered and abandoned-basket messages exist but ship switched off.
Stocked products get stock items, and online orders move stock Inventory, Purchasing & Warehousing AutomaticA product marked as stock-tracked gets a stock item per live variant in Inventory; the shop and the catalogue show availability from Inventory; and, when Sales Orders is not in your plan, an online order takes stock off the shelf and a cancelled one puts it back.
Subscription plans sell products from the catalogue Subscriptions & Licensing Shared recordA product of kind Subscription (billing periods, trial, setup fee) is defined here; Subscriptions keeps a copy of its name, active state and default tax, and a plan can sell it, so the product exists once.
Taxes created in Accounting appear on products Accounting & E-Invoicing Shared recordThe company's tax list (names and rates) is copied into the catalogue whenever Accounting creates or changes a tax, and a single standard sales tax is given to taxable products that name none.
The Copilot reads and runs the catalogue and the shop AI Copilot On requestOn request, the Copilot calls the product and store actions as the signed-in person, reading at once and showing a card before anything changes.
The till sells what the catalogue says, at the catalogue's prices Point of Sale AutomaticProducts, variants, barcodes, extras, categories and price lists come from Products & Online Store. When one changes, the till's copy updates and open registers fetch the new version about every five minutes. Each sale line is priced by the catalogue's price rules for the shop's price list, the customer and the till as a sales channel.
Your website sells from your Online store Website Builder Shared recordStore templates read products, prices, carts and orders from the chosen store, and orders placed on the website land in Online store.

Point of Sale

Ask the assistant about the till, or have it do the work AI Copilot On requestA question typed to the assistant becomes one of the Point of Sale actions. It runs with the asker's permissions; reads answer straight away and changes ask first.
Sales, shifts and shops carry their own discussion Activities Workspace Shared recordA sale, a cash session or a shop shows a shared discussion thread and followers from the workspace's activity feed, next to its change history.
The customer on a sale is the shared contact Contacts & Partners Shared recordA cashier searches the contacts register or creates a new contact from the sale. The sale stores the contact and its name together. If two contacts are merged, their sales and loyalty points move to the one that remains.
The right person is told when a drawer is off or a refund is large Notification Centre AutomaticPoint of Sale tells Notifications when a closed session is off by at least the alert amount, a refund reaches the alert amount, or an offline sale could not be filed. Closing a session and each refund also have quiet messages you can switch on. The messages are written in English.
The till sells what the catalogue says, at the catalogue's prices Products & Online Store AutomaticProducts, variants, barcodes, extras, categories and price lists come from Products & Online Store. When one changes, the till's copy updates and open registers fetch the new version about every five minutes. Each sale line is priced by the catalogue's price rules for the shop's price list, the customer and the till as a sales channel.
The till takes stock and puts it back Inventory, Purchasing & Warehousing AutomaticA paid sale takes its stocked lines off the shelf at cost, and a refund puts them back at the cost they left with.
Till takings post as one entry or one invoice per order Accounting & E-Invoicing AutomaticBy default, closing a till session sends Accounting what each payment method took, sales and output tax by rate, tips, rounding, cash in and out and the counted difference, and Accounting drafts one balanced journal entry; a refund is netted into the shift it was paid out in. If you choose one entry per sale, each paid sale becomes a draft invoice and each refund a credit note. In the other direction, Accounting's tax rates reach the till.

Rentals

Ask what is available and manage bookings by conversation AI Copilot On requestThe Copilot finds availability and, after confirmation, creates, confirms, extends, closes or cancels bookings and charges deposits.
Discussion and follow-ups on a rental record Activities Workspace Shared recordNotes, followers and scheduled activities on a booking, item or unit are kept in the shared messages and activities panel, and changes to the record are listed there too.
Rental charges become invoices Accounting & E-Invoicing AutomaticRentals send the charges of a booking to Accounting, which drafts an invoice, or a credit note for money going back, and tells Rentals the invoice it drafted, then each payment, and if the invoice is voided. Accounting's tax rates also reach Rentals so prices carry the right tax.
Rental customers come from the register Contacts & Partners Shared recordThe customer on a booking is a party, kept in step when its details change, and a merge moves the duplicate's bookings to the survivor.
Rental handover photos and signatures are documents Document Management LinkPhotos and the customer's signature taken at a rental hand-over are stored as documents, and the hand-over keeps their references.
Rental lines of a quote go to Rentals, not the sales order Sales Orders & Fulfilment AutomaticWhen a quote mixes goods and rentals and you hold Rentals, the sales order carries only the goods and the rental lines are left for Rentals to pick up. A quote with only rental lines makes no sales order.
Rental lines on an accepted quote create the rental CRM & Sales Pipeline AutomaticWhen a quote with rental lines is accepted, the rental module receives the customer, dates, quantity and price.
Rental products and website booking requests become reserved bookings Products & Online Store AutomaticRentals reads rental products, categories and customer price lists from the catalogue. A booking request made on your online store becomes one booking, reserved if the item is free for the dates, otherwise a quote booking that says why.
Rental reminders reach the right people Notification Centre AutomaticPick-up due, due back today, overdue, damage reported, cancelled and service due notices go to your staff by role.
Rented items leave the shelf count, not your books Inventory, Purchasing & Warehousing AutomaticA rental pick-up moves the item to a Rented out location and the return brings it back, so availability is honest while the asset stays on your books.

Subscriptions & Licensing

A paid online subscription order becomes a draft subscription Products & Online Store AutomaticWhen a shopper pays for an order that contains a subscription product, Subscriptions creates a draft subscription for the matching customer, with the period and seats from the order line, once. The website can also list plans and verify licence keys through the store.
Ask the AI assistant about subscriptions and licences AI Copilot On requestOn request, the assistant reads plans, subscriptions, invoices, licences and health, and can create or change them after confirmation, under the signed-in person's permissions.
Notes and follow-up on a subscription, plan or licence Activities Workspace Shared recordMessages, followers and activity written on a subscription, plan or licence are kept on that record and shown beside its change history.
One customer for sales, billing and licences Contacts & Partners Shared recordSubscriptions and licences point at a customer in this register. Renames follow, and a merge moves them to the survivor.
Subscription invoices are billed through accounting Accounting & E-Invoicing AutomaticEach invoice raised by a billing run is sent to Accounting as a draft customer invoice, or a credit note for credit lines. Accounting sends back the invoice reference, every payment (full or part), and any voiding, and its tax rates reach Subscriptions. A payment taken from a customer's saved card goes to Accounting as a card receipt, which marks the subscription invoice paid.
Subscription lines of a quote go to Subscriptions Sales Orders & Fulfilment AutomaticWhen a quote includes a subscription line and you hold Subscriptions, the order carries the other lines and Subscriptions creates the subscription.
Subscription lines on an accepted quote start subscriptions CRM & Sales Pipeline AutomaticWhen a quote is accepted, each subscription line becomes one draft subscription for the quote's customer, on the active plan linked to the product. Sales roles can read the plan and the subscription it became.
Subscription plans sell products from the catalogue Products & Online Store Shared recordA product of kind Subscription (billing periods, trial, setup fee) is defined here; Subscriptions keeps a copy of its name, active state and default tax, and a plan can sell it, so the product exists once.
Your team is told when something needs a person Notification Centre AutomaticRenewal reminders, trial endings, overdue payments, suspended licences and silent installations go to the people who hold the matching permission.

Helpdesk & Ticketing

A good rating earns the agent a badge Recognition & Gamification AutomaticWhen a requester rates a resolved ticket 4 or 5 out of 5, from the app or the e-mailed link, the ticket's assignee gets the Happy Customer badge and its points, once per ticket.
A help centre website with a contact form Website Builder Shared recordThe help centre template shows your public help articles, and its form opens a ticket in Help desk.
A ticket carries the CRM customer it concerns CRM & Sales Pipeline LinkA ticket can store a CRM contact as its requester (through Copilot or the API) and be linked to a CRM company or contact. The ticket keeps the reference; no CRM screen lists the customer's tickets yet.
A ticket points at a project or task Project Management LinkA ticket can store a reference to a project or a task, for example when a customer request turns into planned work. The reference is a pasted code and does not open the task.
A ticket points at the equipment it is about Asset Management LinkA ticket can store a reference to an asset record, so the agent knows which device the request concerns. The reference is a pasted code: it is not checked and does not open the asset.
Copilot works your tickets for you AI Copilot On requestCopilot reads tickets, knowledge articles and satisfaction figures and, after you confirm, creates, replies to, assigns, resolves or cancels tickets for you.
CRM sends template requests to the vendor desk CRM & Sales Pipeline On requestWhen a CRM user asks for a new form template, the request is filed as a ticket with the vendor's support desk.
Help desk skips people on approved leave Time & Attendance AutomaticEach leave approval, rejection and cancellation tells the help desk who is away and on which days, so automatic assignment does not give new tickets to a desk member on approved leave today. Leave approved before the desk kept this list is sent once with Send approved leave again.
Helpdesk tickets become a service desk report Insights — Business Intelligence & Apps Shared recordTickets, their state, team, urgency and promised times are read for the Service desk pack and for any chart you build.
HR requests handled on a confidential desk HR Management LinkThe HR desk type starts confidential with payroll, leave, grievance and letter categories, and a ticket can store a reference to an employee record. The reference is a pasted code and does not open the employee.
Marketplace submissions reach the vendor desk App Marketplace On requestSubmitting an app listing from the marketplace files a ticket with the vendor's support desk carrying the listing details.
Suggest an app reaches the vendor desk App Marketplace On requestA suggested app, with vendor, website, category and contact, is sent as a request to the software vendor's support desk.
Ticket data in your Insights dashboards Insights — Business Intelligence & Apps Shared recordInsights reads live tickets from Helpdesk under the viewer's own permissions, so dashboards show only what that person may see.
Ticket events become alerts Notification Centre AutomaticNew tickets, replies, status changes and service level breaches are sent to the Notification Centre, which delivers them by bell and e-mail to the right people. Assigning a ticket and ratings send nothing.

Influencer Marketing & Campaign ROI

A creator's measured post results reach the campaign tools Social Media Suite AutomaticWith the creator's consent, the campaign tools read the creator's own measured post results from Social for the dates of an engagement, and never write a zero for a day with no data.
Agency conversations in the creator's Social inbox Social Media Suite Shared recordA creator's conversations with agencies appear as a From agencies lane in the Social inbox, next to comments and direct messages.
Ask about campaigns, creators and consent AI Copilot On requestCopilot reads campaigns, rosters, consent and results for agencies, creators and brand clients, each seeing only what their own role allows.
Consent, booking and permit alerts Notification Centre AutomaticSeven campaign happenings become in-app messages, and some also e-mails, to the matching role in the right workspace.
Copilot answers campaign questions AI Copilot On requestCopilot reads campaigns, roster, consent, compliance, bookings and brand results for the signed-in workspace.
Creators connect their own channels Social Media Suite Shared recordA creator workspace connects its own social accounts through the same sign-in flow as Social, and the campaign tools read those accounts' results under consent.
The agency roster is the Social creator list Social Media Suite Shared recordCreators the agency adds in Social are the creators Campaigns HQ works with; the roster adds each creator's link status and the scopes they currently allow.

Project Management

A chat message becomes a project task Team Chat & Calls LinkFrom a message in Team Chat you can create a task in any project you may edit. The task links back to the conversation and a card for it is posted in the chat.
A contract job and its project Construction & Contracting Shared recordEvery contract job is tied to one project in Projects, which keeps the schedule and the tasks. The job reads the project's name and status, and an archived project is flagged on its live job.
A leaver's open tasks are flagged HR Management AutomaticWhen someone leaves, every open project task assigned to them is flagged as having a departed assignee, so work does not sit with a person who is gone.
A ticket points at a project or task Helpdesk & Ticketing LinkA ticket can store a reference to a project or a task, for example when a customer request turns into planned work. The reference is a pasted code and does not open the task.
A won deal becomes a delivery project CRM & Sales Pipeline On requestFrom a won deal you can start a project carrying the deal's name (with the customer in front), amount as budget, currency and owner. A workspace can also switch on a setting so a project with the deal's name and owner is created automatically, once per deal, when a deal is won.
AI agents can read and act on projects AI Agents & Automation On requestAgents you build in AI Agents can use project actions such as sprint burndown and team utilisation, always under the permissions of the person or schedule that runs them.
Approved project time becomes cost and billable lines Accounting & E-Invoicing AutomaticApproved time entries become cost and billable-amount lines per project in accounting, and Projects marks the entry posted. Projects reads invoiced revenue from invoices already linked to a project, but nothing in accounting links an invoice to a project, so revenue shows zero until that link exists.
Completed tasks earn badges Recognition & Gamification AutomaticTask assigned and completed events from Projects feed badges.
Delivering work earns badges and challenge progress Recognition & Gamification AutomaticCompleting tasks and being assigned tasks count towards four delivery badges (First Delivery, Task Finisher, Reliable Delivery and Collaborator) and three challenges (Finish 25 tasks, Finish 100 tasks and Twenty on your plate). Each badge is awarded once, when its number is reached — Task Finisher at the 25th completed task, Reliable Delivery at the 100th, Collaborator at the 20th task assigned, Timekeeper at the 10th timesheet — and a task counts once however often it is completed or reassigned. Counting starts when this was released; tasks finished before are not counted.
Managers see the projects of the departments they manage HR Management Shared recordA manager with department-scoped access sees projects belonging to departments they manage in HR, plus the projects they own or are a member of.
Meeting action items become project tasks Meetings & Video AutomaticWhen minutes are confirmed, each action item with an owner becomes a task in the project chosen at confirmation (or the workspace's default meeting project), once, in the first column of its board.
One confirmation gives each owner a to-do and a project task Meetings & Video AutomaticA confirmed action item can also open a task on a project's board.
People's skills decide who can be offered for a project HR Management AutomaticWhenever someone's confirmed skills change in HR, or HR links a login to a person, HR sends their current skill list. Projects keeps its own copy and uses it to match resource requests. A person who leaves HR is no longer offered.
Project alerts reach the right people Notification Centre AutomaticTask assignments and overdue work alert the assignee; completions alert the owner; approvals alert the approvers. Each project chooses which alerts and channels it uses.
Project changes appear in the audit log Security, Access & Compliance Shared recordThe Settings audit log reads Project Management's audit trail and shows it with the other apps' records.
Project files open for every project member Document Management Shared recordDocuments linked to a project are viewable by the project's members, and the access follows people joining or leaving the project.
Project status summary in Reports Reports & Dashboards Shared recordThe Project status summary over your active projects, with health, schedule variance and budget burn, is read from Project Management and opened from the Report library in Insights; its card in the Reports catalogue links there.
Project tasks and comments create activities for the assignee Activities Workspace AutomaticProject task and comment events can request activities for the assignees.
Project tasks feed Insights apps Insights — Business Intelligence & Apps Shared recordInsights apps can read live tasks as a data source and show them as boards, calendars and timelines, and can update, assign and complete them under the viewer's permissions.
Project teams are measured against nationality targets HR Management Shared recordThe Compliance tab reads the nationality held in each employee's HR record for everyone assigned to the project's tasks and reports the Saudi and Emirati share.
Project time and clock time share one weekly timesheet Time & Attendance AutomaticTime tracked on project tasks, by timer or manual entry, is copied into the attendance work log with its project, task, client, billable flag and rate. Approved leave is sent to Project Management, which subtracts it from available hours; leave approved before it kept that list is sent once with Send approved leave again.
Projects and tasks feed delivery and time reports Insights — Business Intelligence & Apps Shared recordProjects, tasks, owners and due dates are read for the Delivery pack, the Time and billing pack and the Executive overview.
Task changes create to-dos in Activities Activities Workspace AutomaticWhen a task is created or completed, a to-do is created in Activities for its assignee, or for the person acting when nobody is assigned. A new comment adds a reminder for the assignee. Each is created once.
The AI Copilot works your projects in conversation AI Copilot On requestClose to 200 project actions are offered to the Copilot, such as listing tasks, assigning work, logging time and generating reports. Reads run directly; changes are shown for confirmation first.
Turn a chat message into a project task Team Chat & Calls LinkA message becomes a project task, optionally copying its text, and the task is shared back into the conversation as a card.

Activities Workspace

A scheduled meeting invites its attendees Meetings & Video Shared recordScheduling a meeting creates a video-call entry in Activities with the invitees and a reminder 15 minutes before, and the invitation carries Accept and Decline links. The Upcoming list in Meetings reads those entries back.
Calls, meetings and to-dos on a lead appear in the shared agenda CRM & Sales Pipeline Shared recordAn activity scheduled against a lead, contact, account or deal belongs to the shared activity system, so the person it is assigned to sees it in their own list.
Chat and poll results are kept on the meeting's calendar entry Meetings & Video AutomaticFor a meeting created for a calendar entry, each in-meeting chat line and each closed poll's tally is copied as a comment onto that entry; a removed chat line is blanked there too.
Compliance follow-up uses Activities ISO Compliance Suite (Imtithal) LinkThe suite requires the Activities module, so follow-up tasks live in the same place as the rest of your work.
Copilot works your tasks AI Copilot On requestCopilot reads and, after confirmation, changes activities.
Discuss a record in chat without leaving it Team Chat & Calls LinkThe notes panel on a record offers Discuss in chat, which opens a chat discussion about that record; the record's contents are not copied, and each member sees the record card only if they could open the record.
Discussion and follow-ups on a rental record Rentals Shared recordNotes, followers and scheduled activities on a booking, item or unit are kept in the shared messages and activities panel, and changes to the record are listed there too.
Discussion and follow-ups on bills, invoices and journal entries Accounting & E-Invoicing Shared recordSupplier bills, customer invoices, journal entries and e-invoicing filings show the shared message thread, followers and scheduled activities of the record.
Discussion and follow-ups on vehicles and drivers Fleet Management Shared recordVehicle and driver pages show the shared notes thread, followers and scheduled activities for that record.
Every record shows its history and discussion Security, Access & Compliance Shared recordThe database change history feeds a history tab, and the Activities discussion thread sits beside it on the same record.
Finishing activities counts towards badges and challenges Recognition & Gamification AutomaticEach time an activity is completed, Gamification is told who completed it and checks the company's automatic badge rules and joined challenges for that person.
HR creates follow-up to-dos HR Management AutomaticHR creates to-dos on an employee: the final pay review when a termination is applied, a reminder when a certification close to expiry is recorded, and nudges or scheduled activities from the employee's profile. They appear in the Activities workspace of the person they are assigned to.
Interviews become activities for the interviewer Recruitment (ATS) Shared recordAn interview booked on a candidate is created as an activity linked to that candidate, so it appears on the assigned person's My activities.
Invitations, cancellations and reminders reach people Notification Centre AutomaticInvitations, cancellations and due reminders from Activities are delivered by the notification centre to the bell and by e-mail, following each person's preferences.
Lay out a follow-up plan across a team in one request AI Copilot On requestThe Copilot creates, reassigns, snoozes and completes activities for you, singly or in bulk, and invitations are sent only after the batch has really been saved.
Logged activities feed the field sales report Insights — Business Intelligence & Apps Shared recordVisits and calls logged in Activities are read with leads for the Out on the road pack, and meetings for the Meetings and events pack.
Meeting action items become assigned to-dos Meetings & Video AutomaticEvery action item with an owner in confirmed minutes becomes a to-do for that person with the due date, linked to the meeting. A message delivered twice never makes a second to-do.
Notes and follow-up live on every contract Contracts & E-Signature Shared recordEvery contract and signing request has a place for notes, messages and follow-up tasks, beside the history of changes, shared with everyone who follows the record.
Notes and follow-up on a subscription, plan or licence Subscriptions & Licensing Shared recordMessages, followers and activity written on a subscription, plan or licence are kept on that record and shown beside its change history.
Notes and history on products, orders, stores and price lists Products & Online Store Shared recordProducts, orders, stores and price lists carry the suite's shared notes thread, so teammates discuss a record where it lives, next to the history of what changed.
Project tasks and comments create activities for the assignee Project Management AutomaticProject task and comment events can request activities for the assignees.
Sales, shifts and shops carry their own discussion Point of Sale Shared recordA sale, a cash session or a shop shows a shared discussion thread and followers from the workspace's activity feed, next to its change history.
Schedule a call or meeting on a lead or customer CRM & Sales Pipeline Shared recordActivities attached to a lead or customer show on its page and in the owner's task list.
Schedule interviews and follow-ups on an applicant Recruitment (ATS) Shared recordInterviews and follow-up tasks are scheduled from the applicant page.
Task changes create to-dos in Activities Project Management AutomaticWhen a task is created or completed, a to-do is created in Activities for its assignee, or for the person acting when nobody is assigned. A new comment adds a reminder for the assignee. Each is created once.
Turn a chat message into a task Team Chat & Calls LinkA message becomes a scheduled activity that links back to the record being discussed, or to the conversation. The message text is copied only if the person chooses.

Document Management

A letter's enclosures are files in Documents Correspondence Register Shared recordThe files that arrive with or go out with a letter are stored as documents in Documents; Correspondence keeps only the mailroom details such as whether a file is a formal enclosure.
Accounting gets its own workspace Accounting & E-Invoicing AutomaticWhen both modules are in the plan, Documents creates an Accounting workspace that is listed to people who hold the accounting read permission. Nothing moves into it by itself.
Ask a question and get an answer from your own files AI Copilot On requestThe Copilot retrieves the passages of your uploaded documents that match a question and writes an answer only from them, naming the source documents.
Contract files and signed copies are kept in Documents Contracts & E-Signature Shared recordThe text of each version, the signed PDF and the certificate are filed in Documents, and the signed copy is kept under legal hold. A file chosen from Documents is opened as the person sending it.
Contracts, bond letters, delivery notes and site photos Construction & Contracting LinkFiles that belong to a job are kept in Documents and linked from the record: the contract and its signed copy, a bond and its extension letters, a delivery note for materials on site, a variation's instruction, and the diary's photos.
Controlled documents sit beside the document library ISO Compliance Suite (Imtithal) LinkThe suite requires the Documents module; its controlled-document register lists policies and procedures with revision and review dates.
Document workspaces feed the vault report Insights — Business Intelligence & Apps Shared recordWorkspaces, folders, retention rules and legal holds are read for the Document vault pack and the Compliance wall.
Documents are kept in storage the company controls Security, Access & Compliance Shared recordThe storage location set by the administrator decides where Documents puts file contents, and backups and retention rules apply to those files.
Files in chat use your company’s own storage Team Chat & Calls LinkAttachments and voice messages go to the storage bucket you connect under Document management settings. They do not appear in the document library, and chat never falls back to a shared platform bucket.
Handover sheets and photos attach to a vehicle handover Fleet Management Shared recordThe signed handover sheet and photos are documents in Documents, and the handover keeps up to fifty references to them. Fleet never copies the file.
HR gets its own workspace HR Management AutomaticWhen both modules are in the plan, Documents creates an HR documents workspace that is listed to people who can read employee records. Nothing moves into it by itself.
Job descriptions are written in the online document editor Recruitment (ATS) LinkA role's long description and requirements are written in the same online document editor the Documents app uses, saved as document files, and the description's text is copied to the public career page.
Letter attachments are stored as documents Correspondence Register LinkFiles attached to a letter are uploaded to the company's document storage and linked to the record.
Payroll gets its own workspace Payroll & WPS AutomaticWhen both modules are in the plan, Documents creates a Payroll workspace that is listed to people who can read payroll runs. Nothing moves into it by itself.
PDF tools writes to the same company storage as Documents PDF Tools & E-Signature Shared recordThe storage bucket connected for Documents is the one PDF tools reads uploads from and writes results to. Nothing is copied between the two: a PDF tools result does not appear in the Documents library.
Product pictures and downloads live in Documents Products & Online Store Shared recordA picture or a download file is uploaded through Documents into your own storage and the product keeps only a reference to it.
Project files open for every project member Project Management Shared recordDocuments linked to a project are viewable by the project's members, and the access follows people joining or leaving the project.
Recordings and meeting files live in your company storage Meetings & Video Shared recordThe storage bucket configured under Document management settings holds meeting recordings, speaker audio and chat attachments. Without it, recordings cannot be played, transcribed or deleted and chat files cannot be shared.
Rental handover photos and signatures are documents Rentals LinkPhotos and the customer's signature taken at a rental hand-over are stored as documents, and the hand-over keeps their references.
Scanned bills and receipts become drafts Accounting & E-Invoicing Shared recordSupplier, VAT number, dates, totals and lines that Documents read from a scanned invoice or receipt reach Accounting as a draft bill or expense line, only when a person picks that document.
The Copilot works your library AI Copilot On requestCopilot searches and reads documents, access lists and storage figures and, after you confirm, creates folders, manages access and share links and restores files, always within each file's own access rules.

PDF Tools & E-Signature

Copilot works with your PDFs AI Copilot On requestCopilot runs tools and reads pages on request.
Finished PDFs are sealed with your company certificate Contracts & E-Signature AutomaticWhen the last person signs, Contracts asks PDF Tools to seal the finished PDF with the certificate the administrator chose; a colleague can also sign with their own certificate. Without PDF Tools the copy is protected by its fingerprint.
PDF tools writes to the same company storage as Documents Document Management Shared recordThe storage bucket connected for Documents is the one PDF tools reads uploads from and writes results to. Nothing is copied between the two: a PDF tools result does not appear in the Documents library.
Read, check and process PDFs by conversation AI Copilot On requestThe Copilot (or an AI assistant you connect) reads a PDF's text, runs scan recognition, checks accessibility and signatures and lists processing runs; after confirmation it can also merge, split, rotate, compress, sanitise and stamp files that were already uploaded to PDF tools.
Scanned documents are turned into page images for import AI Copilot AutomaticWhen a scanned PDF is dropped into the Copilot's import, PDF tools renders its pages as images so the Copilot can read them. A PDF that already has real text is read directly and does not use this step.

Correspondence Register

A letter's enclosures are files in Documents Document Management Shared recordThe files that arrive with or go out with a letter are stored as documents in Documents; Correspondence keeps only the mailroom details such as whether a file is a formal enclosure.
Copilot works the register AI Copilot On requestCopilot reads and, after confirmation, changes correspondence within the user's clearance.
Correspondents come from the shared register Contacts & Partners Shared recordEach correspondence party points at a party in the register, its name and details follow changes made here, and a merge moves the letters of the duplicate to the surviving record.
Departments and people from HR address the mail HR Management Shared recordDepartments and their heads come from HR; Correspondence uses them to route mail to a department, show a department head their own departments' mail, and split reports by department.
Letter attachments are stored as documents Document Management LinkFiles attached to a letter are uploaded to the company's document storage and linked to the record.
New correspondents join the register Contacts & Partners AutomaticA party created or edited in Correspondence becomes (or updates) one correspondent in the shared register, joined to an existing company when the tax number, name or e-mail matches.
Register activity reaches people as alerts Notification Centre AutomaticRegistering, routing to a person or a department's head, approving, rejecting, dispatching, deadline reminders, escalations, disposal warnings and stand-in changes each create an alert for the person concerned.
Register, classify and route letters by conversation AI Copilot On requestThe Copilot reads the correspondence register and, after confirmation, classifies, routes and approves items on a person's behalf.
Seven roles and the clearance ladder Security, Access & Compliance Shared recordCorrespondence adds its own permissions and seven ready-made roles to the workspace's roles page; clearance for each classification level is an ordinary permission.

Team Chat & Calls

A chat call grows into a meeting Meetings & Video LinkOpen as meeting turns a group call from Team Chat into a Meetings room with the same people, posts the room as a card in the conversation and ends the call as moved.
A chat message becomes a project task Project Management LinkFrom a message in Team Chat you can create a task in any project you may edit. The task links back to the conversation and a card for it is posted in the chat.
A meeting can be shared in a conversation as a card Meetings & Video LinkPasting a meeting link, or using Share a record, in a Team Chat conversation posts a card showing the meeting's title. Each colleague who opens it is checked against their own access to the meeting.
Approved leave shows as an on-leave badge in chat Time & Attendance AutomaticWhen leave is approved, Chat shows an on-leave status to colleagues, with the end date only to people the person already talks to and never the leave type. Rejection or cancellation removes it.
Chat alerts reach the notification centre Notification Centre AutomaticMentions in groups and channels, direct messages sent while you are away, missed calls and being added to a conversation become notifications in the bell; mentions and missed calls also go by e-mail if that channel is on.
Chat privacy is protected by the access rules Security, Access & Compliance AutomaticRole permissions decide who can use or administer chat, support sign-in as another user is refused in chat, and sensitive role grants are recorded permanently.
Check-in status feeds presence Time & Attendance AutomaticAttendance availability can colour a person's presence.
Copilot reads and sends messages AI Copilot On requestCopilot summarises, finds and sends chat messages after confirmation.
Department channels follow your HR structure HR Management On requestA department's people, manager and job titles from HR fill a private chat channel, refreshed when an administrator presses Sync members.
Discuss a deal in chat CRM & Sales Pipeline Shared recordA deal or customer record opens a chat about it.
Discuss a journal entry with colleagues Accounting & E-Invoicing Shared recordA journal entry page can open or share a conversation; chat holds only a link and shows the entry card to people who may open it.
Discuss a lead or deal in chat CRM & Sales Pipeline Shared recordA CRM lead or opportunity can be discussed or pasted as a card; chat stores only a link and resolves the card for each reader.
Discuss a record in chat without leaving it Activities Workspace LinkThe notes panel on a record offers Discuss in chat, which opens a chat discussion about that record; the record's contents are not copied, and each member sees the record card only if they could open the record.
Discuss a vehicle or driver in chat Fleet Management Shared recordA vehicle or driver page can open a discussion, and a pasted link shows a card resolved for each reader.
Discuss an employee record with their manager HR Management Shared recordAn HR employee page starts a private discussion; chat holds a link only and shows the employee card to those who may open it.
Files in chat use your company’s own storage Document Management LinkAttachments and voice messages go to the storage bucket you connect under Document management settings. They do not appear in the document library, and chat never falls back to a shared platform bucket.
Leavers lose chat access HR Management AutomaticWhen HR completes an employee's offboarding, chat blocks that person, ends their memberships and removes them from calls.
Offboarding and leave change chat access and presence HR Management AutomaticWhen HR offboards a person chat access ends; approved leave shows as away.
The Copilot reads your chat without keeping it AI Copilot On requestThe Copilot can find people, read and search your conversations and send a message you approve, but never keeps what colleagues wrote in its own history or audit text, and it cannot read a conversation that has been closed to the assistant.
Turn a chat message into a project task Project Management LinkA message becomes a project task, optionally copying its text, and the task is shared back into the conversation as a card.
Turn a chat message into a task Activities Workspace LinkA message becomes a scheduled activity that links back to the record being discussed, or to the conversation. The message text is copied only if the person chooses.

Meetings & Video

A chat call grows into a meeting Team Chat & Calls LinkOpen as meeting turns a group call from Team Chat into a Meetings room with the same people, posts the room as a card in the conversation and ends the call as moved.
A meeting can be shared in a conversation as a card Team Chat & Calls LinkPasting a meeting link, or using Share a record, in a Team Chat conversation posts a card showing the meeting's title. Each colleague who opens it is checked against their own access to the meeting.
A scheduled meeting invites its attendees Activities Workspace Shared recordScheduling a meeting creates a video-call entry in Activities with the invitees and a reminder 15 minutes before, and the invitation carries Accept and Decline links. The Upcoming list in Meetings reads those entries back.
Chat and poll results are kept on the meeting's calendar entry Activities Workspace AutomaticFor a meeting created for a calendar entry, each in-meeting chat line and each closed poll's tally is copied as a comment onto that entry; a removed chat line is blanked there too.
Copilot works your meetings AI Copilot On requestCopilot reads minutes, transcripts and moderation tools and acts after confirmation.
Get minutes and summaries and run meetings by conversation AI Copilot On requestThe Copilot reads meetings, chat, transcripts and minutes and, after you confirm, creates, moderates, records, drafts minutes and manages governance through the same permissions as the screens.
Job titles and departments sharpen the minutes HR Management Shared recordWhen the company also runs HR, each attendee's job title and department are read into the AI prompt that drafts the summary and minutes, and into the attendee table of the Word and PDF minutes.
Meeting action items become assigned to-dos Activities Workspace AutomaticEvery action item with an owner in confirmed minutes becomes a to-do for that person with the due date, linked to the meeting. A message delivered twice never makes a second to-do.
Meeting action items become project tasks Project Management AutomaticWhen minutes are confirmed, each action item with an owner becomes a task in the project chosen at confirmation (or the workspace's default meeting project), once, in the first column of its board.
Meetings feed the meetings and events report Insights — Business Intelligence & Apps Shared recordMeeting counts, durations and who sat in them are read for the Meetings and events pack.
One confirmation gives each owner a to-do and a project task Project Management AutomaticA confirmed action item can also open a task on a project's board.
People are told when recordings, transcripts and minutes are ready Notification Centre AutomaticRecording ready, transcript ready and minutes confirmed reach the person who started, requested or confirmed them as in-app notifications; guest invitations go out as e-mail to outside addresses.
Recordings and meeting files live in your company storage Document Management Shared recordThe storage bucket configured under Document management settings holds meeting recordings, speaker audio and chat attachments. Without it, recordings cannot be played, transcribed or deleted and chat files cannot be shared.

Learning & Certification (LMS)

Ask about training and certificates, and assign courses AI Copilot On requestThe Copilot reads courses, enrolments, certificates, candidates, payments and dashboards and, after confirmation, assigns courses, registers candidates, issues or renews certificates and approves second-person requests.
Assign training to employees and departments HR Management Shared recordAssignments are made against HR employees and departments. HR sees every employee's learning in Team learning; a role that only assigns follows the departments it manages.
Copilot helps with learning AI Copilot On requestCopilot reads courses, enrolments and certificates and, after confirmation, assigns courses and drafts content.
Exam fees become tax invoices Accounting & E-Invoicing AutomaticA captured till sale reaches accounting as a simplified tax invoice, and a refund as a credit note, exactly once.
Finishing a course or earning a certificate earns a badge Recognition & Gamification AutomaticCompleting a course gives the learner the Course Completed badge (once per enrolment) and a new certificate gives Certificate Earned (once per certificate). Company rules can wait for the same two events.
Learners are your employees HR Management Shared recordStaff courses are taken by employees found through the link between a login and an HR employee record, and assignments to a department use that department's active staff and its manager.
Learning centre till payments become tax invoices Accounting & E-Invoicing AutomaticA payment captured or refunded at a learning-centre till on a mapped branch becomes a simplified e-invoice or credit note, including the fee lines and a business buyer when a company pays.
Passing a course updates the HR skill record HR Management AutomaticWhen a certificate is issued, the matching skill on the employee's HR record is added or refreshed with its expiry.
Passing a course updates the skill record HR Management AutomaticWhen an exam certificate is issued, the person's HR skills are created or raised to the mapped level, valid until the certificate expires.
Training certificates feed the compliance wall Insights — Business Intelligence & Apps Shared recordIssued exam certificates and whether they are still active are read for the Compliance wall pack, and exam-centre tables can be used in Insights dashboards.

Asset Management

A leaver's equipment is chased automatically HR Management AutomaticHR's offboarding start sends the leaver's identity to the register; the register answers with the list of assets they hold; checking one in ticks the matching task.
A ticket points at the equipment it is about Helpdesk & Ticketing LinkA ticket can store a reference to an asset record, so the agent knows which device the request concerns. The reference is a pasted code: it is not checked and does not open the asset.
Ask about assets and check them in and out AI Copilot On requestThe Copilot reads assets, renewals and depreciation and, after confirmation, checks assets out and in and raises work orders.
Assets become fixed assets with book values Accounting & E-Invoicing AutomaticAsking to capitalise (or registering an asset above the threshold) makes accounting create a fixed asset; accounting's depreciation, revaluation and disposal flow back onto the asset.
Assets belong to HR's departments HR Management Shared recordThe list of departments the asset form offers is read from HR, and the chosen department is kept on the asset.
Copilot works the asset register AI Copilot On requestCopilot reads and, after confirmation, changes assets, custody, work orders, types and rules.
Facilities report pack reads the register Insights — Business Intelligence & Apps Shared recordWork orders, movements and assets feed the ready-made Facilities reports, limited to what the viewer may see.
Leavers' assets appear on the offboarding checklist HR Management AutomaticWhen HR starts offboarding someone, the list of assets they hold is sent to HR as return tasks; checking an asset in ticks the task.
Pick the machine from the asset register Construction & Contracting Shared recordThe site diary lists the machines from your asset register, with their tag, name and status, so equipment on site is one record, not typed text. Without Assets, equipment is described in words.
Registering an asset notifies the team Notification Centre AutomaticWhen an asset is registered, an in-app notification with its tag goes to everyone who may view the register. Ordinary employees, who only see their own assets, do not get it.
Suppliers come from the shared contacts Contacts & Partners Shared recordThe supplier picker on an asset searches the shared contacts register, and a new supplier created from the form is saved there for every module.
The asset register and the ledger share one asset Accounting & E-Invoicing AutomaticAn asset registered with a value at or above the threshold, or capitalised by a person, is sent to Accounting with its name, tag, cost, currency and service date. Accounting's depreciation, revaluation and disposal come back as the asset's book value, accumulated depreciation and accounting status.

Fleet Management

A disposed fixed asset retires the vehicle Accounting & E-Invoicing AutomaticWhen finance disposes of a fixed asset that is a vehicle, Fleet marks the vehicle as disposed.
A leaver stops being a driver of record HR Management AutomaticWhen HR applies a termination or completes an offboarding checklist, Fleet ends the employee's open vehicle handovers, tells them, and sets them inactive as a driver, so a vehicle does not stay assigned to someone who has left.
An employee becomes a driver HR Management Shared recordThe driver roster is built from HR employees: the name, phone, email, department, fuel card reference and sign-in are copied once when the person is promoted. Only employees whose record is linked to a login, who have not left and who are not yet drivers are offered.
Ask about vehicles and the papers that expire AI Copilot On requestThe Copilot reads vehicles, drivers and expiring documents and, after confirmation, assigns vehicles, records odometer readings and runs the expiry sweep.
Copilot works the fleet AI Copilot On requestCopilot reads fleet data and, after confirmation, registers and changes vehicles, drivers, handovers and paperwork.
Depots come from your work locations Time & Attendance Shared recordThe depot picker on a vehicle lists the work locations already set up in Time & Attendance, so a depot is named once for the whole company.
Discuss a vehicle or driver in chat Team Chat & Calls Shared recordA vehicle or driver page can open a discussion, and a pasted link shows a card resolved for each reader.
Discussion and follow-ups on vehicles and drivers Activities Workspace Shared recordVehicle and driver pages show the shared notes thread, followers and scheduled activities for that record.
Drivers are your employees HR Management Shared recordA driver is created from an HR employee, copying name, phone, e-mail and department; when HR offboards a driver, open handovers close.
Fleet vehicles and papers feed the fleet report Insights — Business Intelligence & Apps Shared recordVehicles, drivers, handovers and the expiry of vehicle documents are read for the Fleet report pack.
Handover sheets and photos attach to a vehicle handover Document Management Shared recordThe signed handover sheet and photos are documents in Documents, and the handover keeps up to fifty references to them. Fleet never copies the file.
Insurers, lessors and agencies come from Contacts & Partners Contacts & Partners Shared recordA vehicle's insurer and lessor and an agency driver's agency are picked from the shared Contacts & Partners list. Fleet keeps the names up to date as they change, follows a merge of two duplicate companies, and can ask Contacts & Partners to resend every name it uses.
Reminders, handover notices and incident notices reach the right person Notification Centre AutomaticFleet announces an expiring paper, an expiring or lapsed licence, a vehicle handed over, a handover ended, an incident, damage or fine report filed and a report that moved on. The notification centre turns each into a message to the right people, in the app and, for reminders and handovers once mail is set up, by e-mail, in English, with a link to the record.

Recognition & Gamification

A good rating earns the agent a badge Helpdesk & Ticketing AutomaticWhen a requester rates a resolved ticket 4 or 5 out of 5, from the app or the e-mailed link, the ticket's assignee gets the Happy Customer badge and its points, once per ticket.
A sales leaderboard appears on the CRM home CRM & Sales Pipeline LinkWith both modules in the plan, the CRM home ranks reps by revenue won this month, calculated from the opportunities already on screen. The ranking uses revenue, not recognition points.
A won deal earns its owner a badge CRM & Sales Pipeline AutomaticClosing an opportunity as won gives the deal's owner the Deal Closed badge and its 20 points, once per deal, even if the deal is reopened and won again.
Completed tasks earn badges Project Management AutomaticTask assigned and completed events from Projects feed badges.
Copilot manages recognition AI Copilot On requestCopilot reads stats and, after confirmation, awards badges and handles redemptions and nominations.
Delivering work earns badges and challenge progress Project Management AutomaticCompleting tasks and being assigned tasks count towards four delivery badges (First Delivery, Task Finisher, Reliable Delivery and Collaborator) and three challenges (Finish 25 tasks, Finish 100 tasks and Twenty on your plate). Each badge is awarded once, when its number is reached — Task Finisher at the 25th completed task, Reliable Delivery at the 100th, Collaborator at the 20th task assigned, Timekeeper at the 10th timesheet — and a task counts once however often it is completed or reassigned. Counting starts when this was released; tasks finished before are not counted.
Finishing a course or earning a certificate earns a badge Learning & Certification (LMS) AutomaticCompleting a course gives the learner the Course Completed badge (once per enrolment) and a new certificate gives Certificate Earned (once per certificate). Company rules can wait for the same two events.
Finishing activities counts towards badges and challenges Activities Workspace AutomaticEach time an activity is completed, Gamification is told who completed it and checks the company's automatic badge rules and joined challenges for that person.
Leavers leave the boards, and erasure requests reach Recognition HR Management AutomaticWhen HR records a departure, the person leaves the leaderboards and the thank-someone list from the next request on, with their history and points kept. When the data-protection officer marks an erasure request fulfilled, Recognition removes the person's name from kudos, reasons and notes and shows them as Former colleague; the points keep their numbers.
Names, departments and managers come from HR HR Management Shared recordLeaderboards, the dashboard and kudos suggestions read each person's name, department and manager from their HR employee record.
Recognition alerts reach the right person Notification Centre AutomaticWhen kudos are sent, a badge is awarded or a reward request changes state, the person concerned is notified in the app, and by email for a badge awarded or a reward delivered.
Send kudos and clear reward requests by conversation AI Copilot On requestThe Copilot reads recognition data and, after the user confirms, sends kudos, awards and revokes badges, redeems rewards and approves or delivers redemption requests.
Thanks kept for an employee until they get a login HR Management Shared recordA supervisor can thank an employee who has no account. The thanks and its points are kept for the employee record, and when HR creates the login (linked by work e-mail) the history appears on it: the kudos in the feed and the points in the balance, once.

Contacts & Partners

A supplier is a vendor in the shared register Procurement & Tenders Shared recordA supplier is linked to a vendor record in Parties; approving an application links it to an existing vendor or creates one there. Procurement keeps a read-only copy of names and contacts, so a company is never typed twice.
Accounting customers and suppliers are parties Accounting & E-Invoicing Shared recordAccounting partners are linked to parties, and bills and invoices show the party's current name and buyer details.
Clean up customers and vendors by conversation AI Copilot On requestThe Copilot looks up, creates, updates and merges customers and vendors, scans for duplicates and imports lists after validation.
Clients, subcontractors and banks are parties Construction & Contracting Shared recordThe client of a job, a subcontractor and the bank behind a bond are picked from the register of parties, so each exists once. When two parties are merged, the jobs, subcontracts and bonds follow the surviving one.
Copilot finds and cleans parties AI Copilot On requestCopilot searches, creates and updates parties and, after confirmation, merges and imports.
Correspondents come from the shared register Correspondence Register Shared recordEach correspondence party points at a party in the register, its name and details follow changes made here, and a merge moves the letters of the duplicate to the surviving record.
CRM accounts are parties CRM & Sales Pipeline Shared recordA CRM account created or edited becomes one party, and CRM keeps the party link and a copy of its name.
CRM contacts appear as people under the party CRM & Sales Pipeline AutomaticA contact created, edited, moved or deleted in CRM creates, updates, re-parents or retires one person under the company's party, without duplicates however often the change is delivered.
Customers and suppliers join the Customer 360 page Insights — Business Intelligence & Apps Shared recordThe shared customer record is read alongside deals, invoices, orders and tickets, each counted against the same customer on one page.
Insurers, lessors and agencies come from Contacts & Partners Fleet Management Shared recordA vehicle's insurer and lessor and an agency driver's agency are picked from the shared Contacts & Partners list. Fleet keeps the names up to date as they change, follows a merge of two duplicate companies, and can ask Contacts & Partners to resend every name it uses.
New correspondents join the register Correspondence Register AutomaticA party created or edited in Correspondence becomes (or updates) one correspondent in the shared register, joined to an existing company when the tax number, name or e-mail matches.
One customer for sales, billing and licences Subscriptions & Licensing Shared recordSubscriptions and licences point at a customer in this register. Renames follow, and a merge moves them to the survivor.
One customer record shared by every module CRM & Sales Pipeline AutomaticA CRM account creates or updates a single customer in the shared register, and changes or merges in the register flow back so CRM never holds a stale duplicate. In Parties, the customer page also shows CRM's contacts and open deals.
One register of customers and vendors Accounting & E-Invoicing Shared recordA customer or vendor created in accounting becomes a party in the shared register, parties created elsewhere are available in accounting's pickers, and a delivered order creates the accounting customer from the party if there is none.
Orders point at the shared customer Sales Orders & Fulfilment Shared recordSales orders carry a customer from this register, renames follow, and merged duplicates move their orders to the surviving customer.
Orders use register customers Sales Orders & Fulfilment Shared recordSales orders carry the party and show its current name.
Price lists are given to customers from the customer register Products & Online Store Shared recordCustomers are chosen from the shared register (never typed again); renames refresh the catalogue's copy, and a merge of two customers moves the loser's price list to the survivor.
Rental customers come from the register Rentals Shared recordThe customer on a booking is a party, kept in step when its details change, and a merge moves the duplicate's bookings to the survivor.
Suppliers come from the shared contacts Asset Management Shared recordThe supplier picker on an asset searches the shared contacts register, and a new supplier created from the form is saved there for every module.
Suppliers come from the shared party register Inventory, Purchasing & Warehousing Shared recordPurchase orders point at a supplier in the shared party register, and merging duplicate suppliers moves their orders to the one that remains.
The counterparty is a customer or supplier from Parties Contracts & E-Signature Shared recordA contract names its counterparty from the party register, with its tax number and contacts. A new counterparty can be created from the contract form. When two parties are merged, their contracts and signers move to the one that remains.
The customer on a sale is the shared contact Point of Sale Shared recordA cashier searches the contacts register or creates a new contact from the sale. The sale stores the contact and its name together. If two contacts are merged, their sales and loyalty points move to the one that remains.

Notification Centre

Chat alerts reach the notification centre Team Chat & Calls AutomaticMentions in groups and channels, direct messages sent while you are away, missed calls and being added to a conversation become notifications in the bell; mentions and missed calls also go by e-mail if that channel is on.
Consent, booking and permit alerts Influencer Marketing & Campaign ROI AutomaticSeven campaign happenings become in-app messages, and some also e-mails, to the matching role in the right workspace.
Copilot reads and sends your notifications AI Copilot On requestCopilot lists, marks as read and sends announcements on your behalf, after you confirm anything that changes data.
Finance alerts reach the right people Accounting & E-Invoicing AutomaticLedger and compliance changes are announced and delivered in the app and by e-mail to the roles named in each alert.
HR alerts reach the right people HR Management AutomaticHires, departures, pay changes, approval steps assigned to a named person, benefit claim decisions, expiring visas and permits, probation and contract ends, due appraisals and onboarding or offboarding reminders become notifications for the person who must act or know.
HR events and reminders reach managers and staff HR Management AutomaticHires, exits, probation and contract endings, document signing, approvals and onboarding reminders notify the right people.
HR requests reach Slack or Teams HR Management LinkA request or approval step waiting for a decision is posted to a mapped Slack or Teams channel. The decision itself is taken in Tarleaks, so every approval step, the approver and the requester's notice are recorded; a button on the card answers with where to decide.
Invitations, addenda, results and reminders are sent for you Procurement & Tenders AutomaticProcurement sends an invitation, an addendum notice, a result, a document-expiry reminder and a sign-in code to suppliers, and notices to your own team, in English and Arabic, through the Notifications settings you already have.
Invitations, cancellations and reminders reach people Activities Workspace AutomaticInvitations, cancellations and due reminders from Activities are delivered by the notification centre to the bell and by e-mail, following each person's preferences.
Leave requests reach the approver and the decision reaches the employee Time & Attendance AutomaticA submitted leave request notifies the approver; the approval or rejection notifies the employee.
Low stock reaches the right people Inventory, Purchasing & Warehousing AutomaticA low-stock alert goes to everyone who can read items, in the app and by e-mail.
People are told when a return is completed Sales Orders & Fulfilment AutomaticA completed return sends a notice with the return number, refund amount and method to people who may view returns.
People are told when a version is reviewed or a domain connects Website Builder AutomaticWhen a version is approved, needs changes, is not approved or goes live, or a domain connects or has a problem, the people concerned are notified.
People are told when leave needs them or is decided Time & Attendance AutomaticA new leave request tells the requester's manager; an approval or rejection tells the employee. Notification templates for these have fields for the employee, leave type, dates and reason.
People are told when payroll needs them Payroll & WPS AutomaticSubmitted and rejected runs, posted runs, rejected or overdue wage files, payslips ready and posted settlements each raise a notification to the right people.
People are told when recordings, transcripts and minutes are ready Meetings & Video AutomaticRecording ready, transcript ready and minutes confirmed reach the person who started, requested or confirmed them as in-app notifications; guest invitations go out as e-mail to outside addresses.
Project alerts reach the right people Project Management AutomaticTask assignments and overdue work alert the assignee; completions alert the owner; approvals alert the approvers. Each project chooses which alerts and channels it uses.
Reassigned deals and reminders reach the right people CRM & Sales Pipeline AutomaticReassigning deals in bulk tells the new owner and the deal's followers in the bell and by e-mail; reminders for waiting approvals, pending payouts and incomplete sales teams go to named people. When a customer accepts or declines a quote from its link, the quote's owner is told in the bell, with the total or the reason.
Recognition alerts reach the right person Recognition & Gamification AutomaticWhen kudos are sent, a badge is awarded or a reward request changes state, the person concerned is notified in the app, and by email for a badge awarded or a reward delivered.
Register activity reaches people as alerts Correspondence Register AutomaticRegistering, routing to a person or a department's head, approving, rejecting, dispatching, deadline reminders, escalations, disposal warnings and stand-in changes each create an alert for the person concerned.
Registering an asset notifies the team Asset Management AutomaticWhen an asset is registered, an in-app notification with its tag goes to everyone who may view the register. Ordinary employees, who only see their own assets, do not get it.
Reminders, handover notices and incident notices reach the right person Fleet Management AutomaticFleet announces an expiring paper, an expiring or lapsed licence, a vehicle handed over, a handover ended, an incident, damage or fine report filed and a report that moved on. The notification centre turns each into a message to the right people, in the app and, for reminders and handovers once mail is set up, by e-mail, in English, with a link to the record.
Rental reminders reach the right people Rentals AutomaticPick-up due, due back today, overdue, damage reported, cancelled and service due notices go to your staff by role.
Scheduled report notice Reports & Dashboards AutomaticAccounting's saved report views send a notice when a scheduled send date arrives.
Scheduled reports and alerts reach people by bell and email Insights — Business Intelligence & Apps AutomaticWhen a scheduled report is ready or an alert fires or clears, Insights tells Notifications, which sends the person a message with a link to open it.
Security alerts are emailed to the person concerned Security, Access & Compliance AutomaticLock-outs, unfamiliar sign-ins, password changes, reset requests, invitations and new API tokens each produce a branded email to the person's own account.
Send an announcement and read your inbox by conversation AI Copilot On requestThe Copilot reads your notification inbox and preferences and, with permission and your approval, sends an announcement to everyone, a role, a department or named people.
Signers and staff are told at every step Contracts & E-Signature AutomaticSigners get an invitation, reminders, a sign-in code and their signed copy by e-mail. Staff are told in the bell and by e-mail when a contract needs approval, is approved, rejected, signed, expiring, expired or ended, when a request is completed, declined, expired or withdrawn, and when an obligation is due or overdue.
Staff are told when an order needs them Products & Online Store AutomaticA paid order, a cancelled order and a refund become messages to the people whose role works that step; placed, shipped, delivered and abandoned-basket messages exist but ship switched off.
The right person is told before a guarantee expires Construction & Contracting AutomaticThe daily check sends alerts for bonds approaching their expiry, claims waiting for certification, overdue client payments and missing diaries, and the incident notice for a site diary, each once, to the people the module's workflows name.
The right person is told when a drawer is off or a refund is large Point of Sale AutomaticPoint of Sale tells Notifications when a closed session is off by at least the alert amount, a refund reaches the alert amount, or an offline sale could not be filed. Closing a session and each refund also have quiet messages you can switch on. The messages are written in English.
Ticket events become alerts Helpdesk & Ticketing AutomaticNew tickets, replies, status changes and service level breaches are sent to the Notification Centre, which delivers them by bell and e-mail to the right people. Assigning a ticket and ratings send nothing.
Your team is told when something needs a person Subscriptions & Licensing AutomaticRenewal reminders, trial endings, overdue payments, suspended licences and silent installations go to the people who hold the matching permission.

Reports & Dashboards

A payroll run is checked against the ledger Payroll & WPS On requestThe Reports module reads a payroll run and the ledger entry booked from it and says whether the two agree. Payroll payslips, runs, contracts, loans and work entries are also listed as data sources the Reports module can query.
Applicants can be reported on in Reports Recruitment (ATS) AutomaticWhen a report runs, Reports reads the applicant list live, so charts show the pipeline as it is now.
Ask questions no report answers, and export the result AI Copilot On requestThe Copilot runs grouped queries over published datasets, lists them in report history and returns export files as time-limited links.
Copilot finds and runs reports AI Copilot On requestCopilot lists the catalogue, runs reports and asks ad-hoc questions under your permissions.
Finance reports read the ledger Accounting & E-Invoicing Shared recordTrial balance and profit and loss, and the VAT return in UAE and Saudi workspaces, are read live from the ledger. They are opened from the Report library in Insights; their cards in the Reports catalogue say so and link there instead of offering Run.
Payroll cost and reconciliation reports Payroll & WPS Shared recordPayroll cost and payroll anomalies are read from Payroll and opened from the Report library in Insights (their cards in the Reports catalogue link there); the payroll against ledger reconciliation reads payroll runs and accounting entries.
People reports read HR records HR Management Shared recordHeadcount, leave, overtime and expense reports read HR and attendance data when run.
Project status summary in Reports Project Management Shared recordThe Project status summary over your active projects, with health, schedule variance and budget burn, is read from Project Management and opened from the Report library in Insights; its card in the Reports catalogue links there.
Reports links to Insights components Insights — Business Intelligence & Apps LinkThe reports home links to the Insights showcase for deeper analysis.
Reports run on attendance and leave data Time & Attendance Shared recordReports can run HR's leave, overtime hours and attendance reports and can query time entries and leave requests as datasets, grouped by employee, source, leave type or status.
Reports runs HR's headcount, leave and expense reports HR Management On requestWhen someone runs an HR report from Reports and Dashboards, the figures are read live from HR, with the permissions of the person running it.
Scheduled report notice Notification Centre AutomaticAccounting's saved report views send a notice when a scheduled send date arrives.

Insights — Business Intelligence & Apps

A button in an app files a request in HR HR Management On requestWhen someone presses a button or submits a form in an Insights app, HR's own action files the request, and it reaches the approver's HR queue.
A ready-made sales pipeline report CRM & Sales Pipeline On requestInsights offers a Sales pipeline report pack built on CRM deals and leads, limited to what each viewer may read.
Accounting figures feed the month-end close page Accounting & E-Invoicing Shared recordUnposted invoices, unapproved bills and invoices owed are read for the Month-end close, Executive overview and Customer 360 packs.
CRM deals and leads feed the pipeline report CRM & Sales Pipeline Shared recordOpportunities, leads, owners, close dates and lost reasons are read for the Sales pipeline, Out on the road and Customer 360 packs.
Customers and suppliers join the Customer 360 page Contacts & Partners Shared recordThe shared customer record is read alongside deals, invoices, orders and tickets, each counted against the same customer on one page.
Document workspaces feed the vault report Document Management Shared recordWorkspaces, folders, retention rules and legal holds are read for the Document vault pack and the Compliance wall.
Facilities report pack reads the register Asset Management Shared recordWork orders, movements and assets feed the ready-made Facilities reports, limited to what the viewer may see.
Fleet vehicles and papers feed the fleet report Fleet Management Shared recordVehicles, drivers, handovers and the expiry of vehicle documents are read for the Fleet report pack.
Helpdesk tickets become a service desk report Helpdesk & Ticketing Shared recordTickets, their state, team, urgency and promised times are read for the Service desk pack and for any chart you build.
Insights reads HR data for report packs HR Management Shared recordInsights report packs read HR people and goals data so you can build your own dashboards from them.
Insights reads timesheets and project time Time & Attendance Shared recordInsights ships a Time and billing dashboard that reads weekly timesheets and project time, and its report builder can chart time entries, leave requests and balances where the viewer's role may read them.
Logged activities feed the field sales report Activities Workspace Shared recordVisits and calls logged in Activities are read with leads for the Out on the road pack, and meetings for the Meetings and events pack.
Meetings feed the meetings and events report Meetings & Video Shared recordMeeting counts, durations and who sat in them are read for the Meetings and events pack.
Orders feed the Insights report pack Sales Orders & Fulfilment Shared recordThe Orders and fulfilment report pack reads orders, deliveries and returns and shows the order funnel, money in orders not yet shipped, monthly order value, deliveries and returns by state, warehouse shipments and invoiced value.
Payroll status appears on the month-end page Payroll & WPS Shared recordPayslips by state and the monthly payroll cost are counted on the Month-end close report. Individual pay stays covered.
People reports read HR under each manager's own scope HR Management Shared recordEmployees, joining tasks, objectives and visa papers from HR are read for charts and reports, never copied, and each reader sees only the departments they may.
Project tasks feed Insights apps Project Management Shared recordInsights apps can read live tasks as a data source and show them as boards, calendars and timelines, and can update, assign and complete them under the viewer's permissions.
Projects and tasks feed delivery and time reports Project Management Shared recordProjects, tasks, owners and due dates are read for the Delivery pack, the Time and billing pack and the Executive overview.
Reports links to Insights components Reports & Dashboards LinkThe reports home links to the Insights showcase for deeper analysis.
Sales orders feed the fulfilment and customer reports Sales Orders & Fulfilment Shared recordOrders and their progress through shipping and invoicing are read for the Orders and fulfilment and Customer 360 packs.
Scheduled reports and alerts reach people by bell and email Notification Centre AutomaticWhen a scheduled report is ready or an alert fires or clears, Insights tells Notifications, which sends the person a message with a link to open it.
Social data in Insights Social Media Suite Shared recordAccounts, analytics, campaigns and inbox records can be chosen as sources when building Insights dashboards, shown only to people who may read them in Social.
Standards findings feed the compliance wall ISO Compliance Suite (Imtithal) Shared recordOpen items against the standards register, training records, visa files and retention rules are read for one auditor-facing page.
Stock and purchasing feed the stock report Inventory, Purchasing & Warehousing Shared recordItems, stock movements and purchase orders not yet received are read for the Stock pack, Orders and fulfilment pack and the month-end page.
The Copilot can query and build in Insights AI Copilot On requestThe Copilot asks Insights a business question, explains a number, suggests a chart and, after confirmation, saves and schedules the question or builds a report, as the signed-in user.
Ticket data in your Insights dashboards Helpdesk & Ticketing Shared recordInsights reads live tickets from Helpdesk under the viewer's own permissions, so dashboards show only what that person may see.
Training certificates feed the compliance wall Learning & Certification (LMS) Shared recordIssued exam certificates and whether they are still active are read for the Compliance wall pack, and exam-centre tables can be used in Insights dashboards.

AI Copilot

Add an app to your workspace by conversation App Marketplace On requestThe Copilot lists the apps available to your workspace and, after you approve, adds a self-serve app with the apps it needs, or files a request for one that needs approval.
Agents and Copilot share one tool catalogue AI Agents & Automation Shared recordAgents call the same ERP tools Copilot does, using your company's AI provider.
Ask a question and get an answer from your own files Document Management On requestThe Copilot retrieves the passages of your uploaded documents that match a question and writes an answer only from them, naming the source documents.
Ask about assets and check them in and out Asset Management On requestThe Copilot reads assets, renewals and depreciation and, after confirmation, checks assets out and in and raises work orders.
Ask about campaigns, creators and consent Influencer Marketing & Campaign ROI On requestCopilot reads campaigns, rosters, consent and results for agencies, creators and brand clients, each seeing only what their own role allows.
Ask about leave, or file and approve it, by conversation Time & Attendance On requestThe Copilot reads leave balances and attendance and, after a confirmation card, files or decides leave on a person's behalf using that person's own permissions.
Ask about training and certificates, and assign courses Learning & Certification (LMS) On requestThe Copilot reads courses, enrolments, certificates, candidates, payments and dashboards and, after confirmation, assigns courses, registers candidates, issues or renews certificates and approves second-person requests.
Ask about vehicles and the papers that expire Fleet Management On requestThe Copilot reads vehicles, drivers and expiring documents and, after confirmation, assigns vehicles, records odometer readings and runs the expiry sweep.
Ask company policy and get an answer from your own documents HR Management On requestHR policy documents are retrieved by meaning and the Copilot answers only from the passages it finds.
Ask questions no report answers, and export the result Reports & Dashboards On requestThe Copilot runs grouped queries over published datasets, lists them in report history and returns export files as time-limited links.
Ask the AI assistant about subscriptions and licences Subscriptions & Licensing On requestOn request, the assistant reads plans, subscriptions, invoices, licences and health, and can create or change them after confirmation, under the signed-in person's permissions.
Ask the assistant about the till, or have it do the work Point of Sale On requestA question typed to the assistant becomes one of the Point of Sale actions. It runs with the asker's permissions; reads answer straight away and changes ask first.
Ask the assistant instead of clicking Inventory, Purchasing & Warehousing On requestThe Copilot and any connected AI client read stock and, after you confirm, post movements, counts and purchase orders under your own permissions.
Ask the Copilot to do recruiting work Recruitment (ATS) On requestThe Copilot reads roles, candidates, stages, offers and the funnel and, on confirmation, changes them, using the signed-in person's own permissions.
Ask what is available and manage bookings by conversation Rentals On requestThe Copilot finds availability and, after confirmation, creates, confirms, extends, closes or cancels bookings and charges deposits.
Clean up customers and vendors by conversation Contacts & Partners On requestThe Copilot looks up, creates, updates and merges customers and vendors, scans for duplicates and imports lists after validation.
Copilot and your own AI assistant can run payroll Payroll & WPS On requestMore than a hundred payroll actions are available to Copilot and approved external assistants, each with the same permission as the screen and a confirmation step for changes.
Copilot answers campaign questions Influencer Marketing & Campaign ROI On requestCopilot reads campaigns, roster, consent, compliance, bookings and brand results for the signed-in workspace.
Copilot finds and cleans parties Contacts & Partners On requestCopilot searches, creates and updates parties and, after confirmation, merges and imports.
Copilot finds and runs reports Reports & Dashboards On requestCopilot lists the catalogue, runs reports and asks ad-hoc questions under your permissions.
Copilot helps with learning Learning & Certification (LMS) On requestCopilot reads courses, enrolments and certificates and, after confirmation, assigns courses and drafts content.
Copilot manages recognition Recognition & Gamification On requestCopilot reads stats and, after confirmation, awards badges and handles redemptions and nominations.
Copilot reads and acts on Social Social Media Suite On requestCopilot reads accounts, posts, the inbox, analytics and campaigns and, after you confirm, creates, edits or cancels posts, replies to messages and works the approval queue, using your own permissions.
Copilot reads and sends messages Team Chat & Calls On requestCopilot summarises, finds and sends chat messages after confirmation.
Copilot reads and sends your notifications Notification Centre On requestCopilot lists, marks as read and sends announcements on your behalf, after you confirm anything that changes data.
Copilot reads your websites and domains Website Builder On requestCopilot lists your websites, their versions, templates, domains and storage use when you ask.
Copilot runs your social work Social Media Suite On requestCopilot reads channels, posts, the inbox and analytics, and after you confirm creates, edits or cancels posts, replies to messages and reviews posts.
Copilot works the asset register Asset Management On requestCopilot reads and, after confirmation, changes assets, custody, work orders, types and rules.
Copilot works the fleet Fleet Management On requestCopilot reads fleet data and, after confirmation, registers and changes vehicles, drivers, handovers and paperwork.
Copilot works the register Correspondence Register On requestCopilot reads and, after confirmation, changes correspondence within the user's clearance.
Copilot works with HR on request HR Management On requestCopilot reads and acts on HR data using the permissions of the person asking, and asks for approval before changing anything.
Copilot works with your PDFs PDF Tools & E-Signature On requestCopilot runs tools and reads pages on request.
Copilot works your meetings Meetings & Video On requestCopilot reads minutes, transcripts and moderation tools and acts after confirmation.
Copilot works your tasks Activities Workspace On requestCopilot reads and, after confirmation, changes activities.
Copilot works your tickets for you Helpdesk & Ticketing On requestCopilot reads tickets, knowledge articles and satisfaction figures and, after you confirm, creates, replies to, assigns, resolves or cancels tickets for you.
Get minutes and summaries and run meetings by conversation Meetings & Video On requestThe Copilot reads meetings, chat, transcripts and minutes and, after you confirm, creates, moderates, records, drafts minutes and manages governance through the same permissions as the screens.
Lay out a follow-up plan across a team in one request Activities Workspace On requestThe Copilot creates, reassigns, snoozes and completes activities for you, singly or in bulk, and invitations are sent only after the batch has really been saved.
Plan posts and read social results by conversation Social Media Suite On requestThe Copilot creates posts, submits them for approval, answers inbox messages and reads analytics, best posting times and listening results.
Put a version live or take a website offline by conversation Website Builder On requestAfter you confirm, Copilot makes a version live or takes the website offline.
Read your compliance position by conversation ISO Compliance Suite (Imtithal) On requestThe Copilot reads the ISO compliance portfolio, a standard's dashboard, gap analyses, findings and risks for people who hold the compliance permission.
Read, check and process PDFs by conversation PDF Tools & E-Signature On requestThe Copilot (or an AI assistant you connect) reads a PDF's text, runs scan recognition, checks accessibility and signatures and lists processing runs; after confirmation it can also merge, split, rotate, compress, sanitise and stamp files that were already uploaded to PDF tools.
Register, classify and route letters by conversation Correspondence Register On requestThe Copilot reads the correspondence register and, after confirmation, classifies, routes and approves items on a person's behalf.
Scanned documents are turned into page images for import PDF Tools & E-Signature AutomaticWhen a scanned PDF is dropped into the Copilot's import, PDF tools renders its pages as images so the Copilot can read them. A PDF that already has real text is read directly and does not use this step.
Scanned invoices and charts become records you review Accounting & E-Invoicing On requestRows the Copilot extracts from PDFs, scans and spreadsheets travel to Accounting only after you review and validate them against its rules.
Send an announcement and read your inbox by conversation Notification Centre On requestThe Copilot reads your notification inbox and preferences and, with permission and your approval, sends an announcement to everyone, a role, a department or named people.
Send kudos and clear reward requests by conversation Recognition & Gamification On requestThe Copilot reads recognition data and, after the user confirms, sends kudos, awards and revokes badges, redeems rewards and approves or delivers redemption requests.
The AI Copilot works your projects in conversation Project Management On requestClose to 200 project actions are offered to the Copilot, such as listing tasks, assigning work, logging time and generating reports. Reads run directly; changes are shown for confirmation first.
The assistant stays inside the person's permissions Security, Access & Compliance AutomaticEvery tool the Copilot or an API token can call is checked against the caller's licence and permissions, and a company-wide deny list narrows it further.
The Copilot and your AI agents use one catalogue and one company brief AI Agents & Automation On requestAI agents call the same actions the Copilot does, read the same company knowledge, and use the strong model when you have set one, while the Copilot can list, run and review agents.
The Copilot can query and build in Insights Insights — Business Intelligence & Apps On requestThe Copilot asks Insights a business question, explains a number, suggests a chart and, after confirmation, saves and schedules the question or builds a report, as the signed-in user.
The Copilot reads and runs the catalogue and the shop Products & Online Store On requestOn request, the Copilot calls the product and store actions as the signed-in person, reading at once and showing a card before anything changes.
The Copilot reads your chat without keeping it Team Chat & Calls On requestThe Copilot can find people, read and search your conversations and send a message you approve, but never keeps what colleagues wrote in its own history or audit text, and it cannot read a conversation that has been closed to the assistant.
The Copilot works the finance module for you Accounting & E-Invoicing On requestThe Copilot reads the ledger, ageing and bills and, after you approve, posts, approves and closes under the asking person's own accounting permissions.
The Copilot works your library Document Management On requestCopilot searches and reads documents, access lists and storage figures and, after you confirm, creates folders, manages access and share links and restores files, always within each file's own access rules.
The Copilot works your order desk Sales Orders & Fulfilment On requestThe Copilot can find, create, confirm and cancel orders, handle deliveries and decide returns, using the asking person's permissions and asking for approval before any change.
The Copilot works your pipeline and your records CRM & Sales Pipeline On requestThe platform Copilot reads and changes CRM records on your behalf, and a sparkle button on each record summarises it, drafts a reply or suggests the next action.
Turn an answer into a chart in Diagram Studio AI Diagram Studio On requestA chartable result in the Copilot can be sent to Diagram Studio, which draws the chart from its numbers, and the Copilot can list your saved diagrams and show your usage.

AI Agents & Automation

Agents and Copilot share one tool catalogue AI Copilot Shared recordAgents call the same ERP tools Copilot does, using your company's AI provider.
Agents read accounting figures Accounting & E-Invoicing On requestAn agent fetches ledger and invoice figures the caller is permitted to see.
Agents read and act on HR records HR Management On requestAn agent searches employees, reads requests and, within the runner's permissions, approves or updates them.
Agents work with leads and deals CRM & Sales Pipeline On requestAn agent lists leads and opportunities and drafts follow-ups using the caller's CRM permissions.
AI agents can read and act on projects Project Management On requestAgents you build in AI Agents can use project actions such as sprint burndown and team utilisation, always under the permissions of the person or schedule that runs them.
Outside AI tools use access tokens Security, Access & Compliance LinkAn access token created by an administrator lets an outside MCP assistant call the ERP tools it is allowed.
The Copilot and your AI agents use one catalogue and one company brief AI Copilot On requestAI agents call the same actions the Copilot does, read the same company knowledge, and use the strong model when you have set one, while the Copilot can list, run and review agents.

AI Diagram Studio

Turn an answer into a chart in Diagram Studio AI Copilot On requestA chartable result in the Copilot can be sent to Diagram Studio, which draws the chart from its numbers, and the Copilot can list your saved diagrams and show your usage.

Website Builder

A careers site shows your open jobs Recruitment (ATS) Shared recordThe careers template lists open jobs from Recruitment and sends each application, with its CV, back into it.
A help centre website with a contact form Helpdesk & Ticketing Shared recordThe help centre template shows your public help articles, and its form opens a ticket in Help desk.
A website enquiry becomes a CRM lead CRM & Sales Pipeline AutomaticA contact or quote form on the website creates a lead in CRM with the visitor's message.
Copilot reads your websites and domains AI Copilot On requestCopilot lists your websites, their versions, templates, domains and storage use when you ask.
Customer and partner portals on your website CRM & Sales Pipeline Shared recordPortal templates let customers see and accept CRM quotes and let partners register deals and follow commissions.
People are told when a version is reviewed or a domain connects Notification Centre AutomaticWhen a version is approved, needs changes, is not approved or goes live, or a domain connects or has a problem, the people concerned are notified.
Put a version live or take a website offline by conversation AI Copilot On requestAfter you confirm, Copilot makes a version live or takes the website offline.
Your website sells from your Online store Products & Online Store Shared recordStore templates read products, prices, carts and orders from the chosen store, and orders placed on the website land in Online store.

ISO Compliance Suite (Imtithal)

Compliance follow-up uses Activities Activities Workspace LinkThe suite requires the Activities module, so follow-up tasks live in the same place as the rest of your work.
Controlled documents sit beside the document library Document Management LinkThe suite requires the Documents module; its controlled-document register lists policies and procedures with revision and review dates.
Read your compliance position by conversation AI Copilot On requestThe Copilot reads the ISO compliance portfolio, a standard's dashboard, gap analyses, findings and risks for people who hold the compliance permission.
Standards findings feed the compliance wall Insights — Business Intelligence & Apps Shared recordOpen items against the standards register, training records, visa files and retention rules are read for one auditor-facing page.

App Marketplace

Add an app to your workspace by conversation AI Copilot On requestThe Copilot lists the apps available to your workspace and, after you approve, adds a self-serve app with the apps it needs, or files a request for one that needs approval.
Installs and keys are audited Security, Access & Compliance AutomaticEvery install, removal and token exchange is written to the audit log and platform events, and open-source installs create a key that is also listed under API tokens.
Marketplace apps get access only through consent Security, Access & Compliance On requestAn installed marketplace app receives either a vendor-consented connection or a company token, recorded and revocable by the administrator.
Marketplace submissions reach the vendor desk Helpdesk & Ticketing On requestSubmitting an app listing from the marketplace files a ticket with the vendor's support desk carrying the listing details.
Suggest an app reaches the vendor desk Helpdesk & Ticketing On requestA suggested app, with vendor, website, category and contact, is sent as a request to the software vendor's support desk.

Customer & Partner Portal

A customer accepts a quote on the portal and the order follows Sales Orders & Fulfilment AutomaticWhen a customer accepts a quote on the customer portal, Sales Orders creates the order the same way as for a rep's acceptance.
An accepted quote becomes a sales order Sales Orders & Fulfilment AutomaticWhen a customer accepts a quote in the portal, a sales order with the quote's lines is created from it.
Customers see and pay their invoices Accounting & E-Invoicing Shared recordOpen and paid invoices, instalments and receipts from Accounting appear on the customer's statement; an online payment creates a receipt in Accounting once the gateway confirms it.
Customers see their statement and pay online Accounting & E-Invoicing Shared recordA portal user sees their company's open invoices and receipts, and an online payment becomes an ordinary customer receipt in accounting.
Portal visitors sign in separately from staff Security, Access & Compliance LinkCustomer and partner portals issue their own credential, which does not open staff screens.
Quotes and deals flow through the portals CRM & Sales Pipeline Shared recordCRM quotes shared by staff show in the customer portal; partner deals registered in the portal are held with CRM records.

Security, Access & Compliance

A branch's country decides its payroll rules Payroll & WPS Shared recordBranches registered in security settings carry a country, which Payroll reads to choose the country pack, pay groups and bank-file details for people in that branch.
A login is linked to an employee record HR Management Shared recordThe employee record holds the id of the person's login, so My team, My requests, My time and other personal screens know who is asking.
Attendance changes appear in the audit log Time & Attendance Shared recordThe Settings audit log reads Attendance's audit trail and shows it with the other apps' records.
Authors cannot approve their own accounting entries Accounting & E-Invoicing AutomaticA company-level switch in security settings makes Accounting refuse to let the creator of an entry, bill, expense claim or payment batch also post or approve it.
Chat privacy is protected by the access rules Team Chat & Calls AutomaticRole permissions decide who can use or administer chat, support sign-in as another user is refused in chat, and sensitive role grants are recorded permanently.
Documents are kept in storage the company controls Document Management Shared recordThe storage location set by the administrator decides where Documents puts file contents, and backups and retention rules apply to those files.
Every record shows its history and discussion Activities Workspace Shared recordThe database change history feeds a history tab, and the Activities discussion thread sits beside it on the same record.
HR changes appear in the audit log HR Management Shared recordThe Settings audit log reads HR's audit trail and its field-level change history and shows them in one list.
HR letters use the company profile HR Management Shared recordCompany name, headquarters address and logo entered once in the company profile appear on letters and other documents that HR generates.
Installs and keys are audited App Marketplace AutomaticEvery install, removal and token exchange is written to the audit log and platform events, and open-source installs create a key that is also listed under API tokens.
Marketplace apps get access only through consent App Marketplace On requestAn installed marketplace app receives either a vendor-consented connection or a company token, recorded and revocable by the administrator.
Outside AI tools use access tokens AI Agents & Automation LinkAn access token created by an administrator lets an outside MCP assistant call the ERP tools it is allowed.
Payroll preparer and approver must be different people Payroll & WPS AutomaticThe same separation-of-duties switch makes Payroll refuse approval, payment or posting of a run, loan or final settlement by the person who prepared it.
Portal visitors sign in separately from staff Customer & Partner Portal LinkCustomer and partner portals issue their own credential, which does not open staff screens.
Privacy requests are answered from the audit trail HR Management Shared recordHR's request queue reads the audit trail kept by the security module to list everything that touched one person's data.
Project changes appear in the audit log Project Management Shared recordThe Settings audit log reads Project Management's audit trail and shows it with the other apps' records.
Security alerts are emailed to the person concerned Notification Centre AutomaticLock-outs, unfamiliar sign-ins, password changes, reset requests, invitations and new API tokens each produce a branded email to the person's own account.
Seven roles and the clearance ladder Correspondence Register Shared recordCorrespondence adds its own permissions and seven ready-made roles to the workspace's roles page; clearance for each classification level is an ordinary permission.
The assistant stays inside the person's permissions AI Copilot AutomaticEvery tool the Copilot or an API token can call is checked against the caller's licence and permissions, and a company-wide deny list narrows it further.
Unopened sealed bids hold back a move to your own server Procurement & Tenders AutomaticWhile a tender holds sealed bids that are not opened yet, the move page names them and no move code can be made, because those bids can only be opened with Tarleaks Cloud's key.

Module-to-module map

Each mark opens one connection between the module in the row and the module in the column.

Which modules connect with which
	HR Management	Recruitment (ATS)	Payroll & WPS	Time & Attendance	Accounting & E-Invoicing	CRM & Sales Pipeline	Sales Orders & Fulfilment	Inventory, Purchasing & Warehousing	Procurement & Tenders	Construction & Contracting	Contracts & E-Signature	Products & Online Store	Point of Sale	Rentals	Subscriptions & Licensing	Helpdesk & Ticketing	Social Media Suite	Influencer Marketing & Campaign ROI	Project Management	Activities Workspace	Document Management	PDF Tools & E-Signature	Correspondence Register	Team Chat & Calls	Meetings & Video	Learning & Certification (LMS)	Asset Management	Fleet Management	Recognition & Gamification	Contacts & Partners	Notification Centre	Reports & Dashboards	Insights — Business Intelligence & Apps	AI Copilot	AI Agents & Automation	AI Diagram Studio	Website Builder	ISO Compliance Suite (Imtithal)	App Marketplace	Customer & Partner Portal	Security, Access & Compliance
HR Management		1 2	1 2 3	●	●	●										●			1 2 3 4	●	●		●	1 2 3 4	●	1 2 3 4	1 2 3	1 2 3	1 2 3		1 2 3	1 2	1 2 3	1 2	●						1 2 3 4
Recruitment (ATS)	1 2																			1 2	●											●		●			●
Payroll & WPS	1 2 3			●	1 2 3																●										●	1 2	●	●							1 2
Time & Attendance	●		●							●						●			●					1 2				●			1 2	●	●	●							●
Accounting & E-Invoicing	●		1 2 3			1 2 3 4	1 2 3 4	●	●	1 2 3	●	1 2	●	●	●		●		●	●	1 2			●		1 2	1 2	●		1 2	●	●	●	1 2	●					1 2	●
CRM & Sales Pipeline	●				1 2 3 4		1 2 3				1 2	●		●	●	1 2			●	1 2				1 2					1 2	1 2 3	●		1 2	●	●		1 2			●
Sales Orders & Fulfilment					1 2 3 4	1 2 3		●				1 2		●	●															1 2	●		1 2	●						1 2
Inventory, Purchasing & Warehousing					●		●		●	●		●	●	●																●	●		●	●
Procurement & Tenders					●			●			●																			●	●										●
Construction & Contracting				●	1 2 3			●			●								●		●						●			●	●
Contracts & E-Signature					●	1 2			●	●										●	●	●								●	●
Products & Online Store					1 2	●	1 2	●					●	●	1 2					●	●									●	●			●			●
Point of Sale					●			●				●								●										●	●			●
Rentals					●	●	●	●				●								●	●									●	●			●
Subscriptions & Licensing					●	●	●					1 2								●										●	●			●
Helpdesk & Ticketing	●			●		1 2													●								●		●		●		1 2	●			●		1 2
Social Media Suite					●													1 2 3 4															●	1 2 3
Influencer Marketing & Campaign ROI																	1 2 3 4														●			1 2
Project Management	1 2 3 4			●	●	●				●						●				1 2	●			1 2	1 2				1 2		●	●	1 2	●	●						●
Activities Workspace	●	1 2			●	1 2					●	●	●	●	●				1 2					1 2	1 2 3			●	●		●		●	1 2				●			●
Document Management	●	●	●		1 2					●	●	●		●					●			●	1 2	●	●			●					●	1 2				●			●
PDF Tools & E-Signature											●										●													1 2 3
Correspondence Register	●																				1 2									1 2	●			1 2							●
Team Chat & Calls	1 2 3 4			1 2	●	1 2													1 2	1 2	●				1 2			●			●			1 2							●
Meetings & Video	●																		1 2	1 2 3	●			1 2							●		●	1 2
Learning & Certification (LMS)	1 2 3 4				1 2																								●				●	1 2
Asset Management	1 2 3				1 2					●						●														●	●		●	1 2
Fleet Management	1 2 3			●	●															●	●			●						●	●		●	1 2
Recognition & Gamification	1 2 3					1 2										●			1 2	●						●					●			1 2
Contacts & Partners					1 2	1 2 3	1 2	●	●	●	●	●	●	●	●								1 2				●	●					●	1 2
Notification Centre	1 2 3		●	1 2	●	●	●	●	●	●	●	●	●	●	●	●		●	●	●			●	●	●		●	●	●			●	●	1 2			●				●
Reports & Dashboards	1 2	●	1 2	●	●														●												●		●	1 2
Insights — Business Intelligence & Apps	1 2 3		●	●	●	1 2	1 2	●								1 2	●		1 2	●	●				●	●	●	●		●	●	●		●				●
AI Copilot	1 2	●	●	●	1 2	●	●	●				●	●	●	●	●	1 2 3	1 2	●	1 2	1 2	1 2 3	1 2	1 2	1 2	1 2	1 2	1 2	1 2	1 2	1 2	1 2	●		1 2	●	1 2	●	●		●
AI Agents & Automation	●				●	●													●															1 2							●
AI Diagram Studio																																		●
Website Builder		●				1 2						●				●															●			1 2
ISO Compliance Suite (Imtithal)																				●	●												●	●
App Marketplace																1 2																		●							1 2
Customer & Partner Portal					1 2	●	1 2																																		●
Security, Access & Compliance	1 2 3 4		1 2	●	●				●										●	●	●		●	●							●			●	●				1 2	●